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Inbound Consulting

Work with a dedicated InvestGlass consultant to achieve strategic
goals using the InvestGlass Swiss cloud software.

Digital onboarding InvestGlass

What’s included in Inbound Consulting?

Are you looking to maximize your InvestGlass usage? Our Inbound Consultants have years of experience partnering with customers to formulate and implement successful business strategies.

Whether you’re new to InvestGlass or an experienced user, your consultant will use their InvestGlass expertise to provide training to your sales teams, best practices for your compliance and admin, and strategic direction that will help your sales and marketing teams optimize their use of InvestGlass.

As a part of our Inbound Consulting program, you will have access to a dedicated consultant while continuing to work with your Customer Success resource for account-specific needs.

During your consulting engagement, your InvestGlass expert will provide guidance on:

  1. Planning marketing campaigns, establishing efficient sales processes, and building a digital customer experience 
  2. Best practices to set up InvestGlass in a way that helps your team achieve tangible results
  3. Quantifying the impact of your sales marketing, and services activities with reporting and key performance indicator reporting

Inbound Consultant

Philippe Joly

Philippe Joly


Speciality – Asset management, retail banking, private banking.

Alexandre Gaillard

Alexandre Gaillard


Speciality – Neobank, private banking, asset management.

Spyros Vasiliou

Spyros Vasiliou

Switzerland, Greece

Speciality – banking.

Available Dynamic Consulting Options

One-time Project

Work with a dedicated Inbound Consultant to achieve specific InvestGlass tool strategy-based goals.

Onsite Training

Inbound Consultant you can meet onsite, face-to-face to help you and your team learn and implement new sales strategies.

Ongoing Consulting

Work with a dedicated InvestGlass Consultant on a weekly or monthly basis to achieve long-term tool- or strategy-based goals.

Interested in partnering with an InvestGlass consultant? Let’s talk.