InvestGlass Blog

Let’s get real!  Read more and discover new ways to automate your sales with InvestGlass Swiss CRM.

Comment augmenter votre productivité tout en suivant les lois LBA et LSFin ?

Comment augmenter votre productivité tout en suivant les lois LBA et LSFin ?

La loi fédérale sur le blanchissement d’argent (LBA) date du 10 octobre 1997 (entrée en vigueur 1998) et est, par conséquent, monnaie courante dans les milieux financiers. La loi fédérale sur les établissements financiers (LSFin) est, quant à elle, relativement nouvelle (entrée en vigueur 2020) et les outils facilitant son application, quoique nécessaires, restent rares ou peu efficaces. Cet...

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What are the benefits of digital banking?

What are the benefits of digital banking?

What are the benefits of digital banking? The Retail Banking Revolution – Digitalization of Human-Centered Advice   1 ­– Digitalization The global pandemic has tremendously impacted the speed of technology adoption. Indeed, lockdowns and remote work has made face-to-face encounters rarer. This trend forces executives and managers to, if not yet the case, accelerate digital adoption and...

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The SaaS FinTech Banking Platform

The SaaS FinTech Banking Platform

Do you know Banking-as-a-Service (or BaaS)? This is a sector in FinTech that is disrupting the delivery of bank products and asset managers. This technology is allowing to directly plug different solutions into one single infrastructure. Capgemini's World Retail Banking Report 2019 shows the public's acceptance of FinTech and big tech companies over traditional banks: 75% of tech-savvy consumers...

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What are The Top 5 Advantages of Digital Signatures with RPA?

What are The Top 5 Advantages of Digital Signatures with RPA?

With this crazy COVID situation - security has become a cornerstone of our values and requirements when dealing with digitalization! What is Robotic process automation (RPA)? Robotic process automation (RPA) is the use of computer software 'robots' to handle repetitive, rule-based digital tasks such as filling in the same information in multiple places, reentering data, or copying and pasting....

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5 Must-See Video Marketing and Growth Hacking

5 Must-See Video Marketing and Growth Hacking

Hello InvestGlass lovers ! Today I'm going to show you all the latest video tools we use. InvestGlass is the number one Swiss cloud CRM made for people that want to be productive and not busy, right? We will present how you can use the following tools. Today I'm going to show you all the latest video tools we use. InvestGlass is the number one Swiss cloud CRM made for people that want to be...

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How to use a CRM System? 

How to use a CRM System? 

CRM stands for customer relations management. It's a CRM software that collects customer data. CRM is not a plug and play tool that you simply add to your stack. Particularly if you have a company with more than 10 employees you have to make sure that your serum produces 10 times the cost. If you spend one euro with your CRM you must make sure that your CRM software will make you earn at least...

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