How a KYC risk rating can help your company?

How a KYC risk rating can help your company?

How a KYC risk rating can help your company? If you’re working in the financial business you obviously know what KYC means KYC means Know Your Customer. This is an important process that allows financial institutions and any business to verify the reputation of...
How to build an Islamic neo bank?

How to build an Islamic neo bank?

With about 2 billion Muslims globally in the world, this represents a quarter of the world’s population. Adapting wealth management and asset management tools for this client segment is currently a very hot topic. Interestingly, we can join this topic with...
How To Successfully Implement A CRM?

How To Successfully Implement A CRM?

The Beginner’s Guide to CRM: Customer Relationship Management Whether you replacing your existing CRM or adopting a new one it is important to set up your fields correctly. This InvestGlass Walkthrough video will show you how to set up records and fields to make...
How to Build a Healthcare CRM in Simple Steps: a Guide

How to Build a Healthcare CRM in Simple Steps: a Guide

If you are looking for a healthcare CRM that is easy to use and can make your business more efficient, then this article is for you. This particular guide has been written with the beginner in mind and we hope that it will help those who are new or struggling when it...