{"id":43217,"date":"2024-12-29T07:23:21","date_gmt":"2024-12-29T06:23:21","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=43217"},"modified":"2025-04-04T18:34:59","modified_gmt":"2025-04-04T16:34:59","slug":"dziennik-zmian-investglass","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/pl\/investglass-changelog\/","title":{"rendered":"InvestGlass Changelog"},"content":{"rendered":"<h1>Change Log<\/h1>\n<div>\n<p>Latest Enhancements &#038; Features: With Purpose and Impact<\/p><\/div>\n<div>\n<p style=\"text-align: center; font-size: 16px;\">\n<p>We\u2019re excited to share the latest improvements to our platform. Each enhancement was designed with user efficiency and business outcomes in mind. Below you&#8217;ll find not just what changed but <strong>why<\/strong> it matters and <strong>what to expect<\/strong> in terms of productivity.<\/p>\n<hr style=\"margin: 30px 0;\" \/>\n<div style=\"margin-bottom: 30px;\">\n<h2>Sales<\/h2>\n<p><strong>Why:<\/strong> Streamline your sales process and make follow-ups more actionable and informed.<\/p>\n<p><strong>What to Expect:<\/strong> Faster lead response times, better pipeline visibility, and smoother collaboration.<\/p>\n<ul>\n<li>Add a Task: Assign tasks within deals to ensure timely actions.<\/li>\n<li>Collect Information With Form: Standardize lead capture and reduce back-and-forth.<\/li>\n<\/ul>\n<\/div>\n<div style=\"margin-bottom: 30px;\">\n<h2>Product Catalog<\/h2>\n<p><strong>Why:<\/strong> A better-structured catalog means less time searching and more time selling or analyzing.<\/p>\n<p><strong>What to Expect:<\/strong> Improved discoverability, fewer errors in product selection, and smoother client presentations.<\/p>\n<\/div>\n<div style=\"margin-bottom: 30px;\">\n<h2>Portfolio<\/h2>\n<p><strong>Why:<\/strong> Empower advisors and clients with deeper visibility into portfolio performance.<\/p>\n<p><strong>What to Expect:<\/strong> More confident decision-making and reduced manual data analysis.<\/p>\n<\/div>\n<div style=\"margin-bottom: 30px;\">\n<h2>AI Bank<\/h2>\n<p><strong>Why:<\/strong> Automate intelligent suggestions to support client advisory, saving hours on research.<\/p>\n<p><strong>What to Expect:<\/strong> Smarter recommendations, reduced manual analysis, and proactive financial guidance.<\/p>\n<\/div>\n<div style=\"margin-bottom: 30px;\">\n<h2>Quarterly Reports<\/h2>\n<p><strong>Why:<\/strong> Save time assembling reports and boost data accuracy.<\/p>\n<p><strong>What to Expect:<\/strong> Reports that are easier to generate, more insightful, and ready for stakeholders in minutes.<\/p>\n<\/div>\n<div style=\"margin-bottom: 30px;\">\n<h2>Risk Metrics<\/h2>\n<p><strong>Why:<\/strong> Instantly identify portfolio risks and act before issues escalate.<\/p>\n<p><strong>What to Expect:<\/strong> Fewer surprises, automated monitoring, and better compliance readiness.<\/p>\n<\/div>\n<div style=\"margin-bottom: 30px;\">\n<h2>Automation<\/h2>\n<p><strong>Why:<\/strong> Eliminate repetitive manual work and focus on what matters.<\/p>\n<p><strong>What to Expect:<\/strong> Increased team capacity, improved SLA adherence, and streamlined operations.<\/p>\n<\/div>\n<div style=\"margin-bottom: 30px;\">\n<h2>Approval Process<\/h2>\n<p><strong>Why:<\/strong> Bring structure and accountability to decisions that need oversight.<\/p>\n<p><strong>What to Expect:<\/strong> Fewer bottlenecks, better audit trails, and faster approvals.<\/p>\n<\/div>\n<div style=\"margin-bottom: 30px;\">\n<h2>Travel Requests<\/h2>\n<p><strong>Why:<\/strong> Simplify how employees request and track business travel.<\/p>\n<p><strong>What to Expect:<\/strong> Centralized travel planning, budget control, and transparency.<\/p>\n<\/div>\n<div style=\"margin-bottom: 30px;\">\n<h2>Agent Management<\/h2>\n<p><strong>Why:<\/strong> Ensure the right people have the right permissions and performance tools.<\/p>\n<p><strong>What to Expect:<\/strong> Easier onboarding of agents, performance tracking, and fewer access issues.<\/p>\n<\/div>\n<div style=\"margin-bottom: 30px;\">\n<h2>Marketing<\/h2>\n<p><strong>Why:<\/strong> Help <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/marketing-tools\/\" target=\"_blank\"  rel=\"noopener\" title=\"marketing\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5155\">marketing<\/a> teams execute faster and track better across channels.<\/p>\n<p><strong>What to Expect:<\/strong> More timely campaigns, better engagement tracking, and reduced campaign setup time.<\/p>\n<ul>\n<li>Add an Appointment: Streamline client scheduling via integrated booking forms.<\/li>\n<li>Add Routing: Visual editor to design multi-step marketing journeys.<\/li>\n<li>Email and SMS Campaigns: Launch campaigns faster with improved templates and analytics.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<p><!--more--><br \/>\n<!-- {\"type\":\"layout\",\"children\":[{\"type\":\"section\",\"props\":{\"header_transparent\":true,\"header_transparent_text_color\":\"dark\",\"image_position\":\"center-center\",\"padding\":\"large\",\"padding_remove_bottom\":true,\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"props\":{\"column_gap\":\"collapse\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"Change Log\",\"text_align\":\"center\",\"title_element\":\"h1\"}},{\"type\":\"text\",\"props\":{\"column_breakpoint\":\"m\",\"content\":\"\\n\\nLatest Enhancements & Features \\u2014 With Purpose and Impact\",\"margin\":\"default\",\"text_align\":\"center\"}}]}]}],\"name\":\"Author\",\"modified\":\"2021-04-22T08:15:52.231Z\"},{\"type\":\"section\",\"props\":{\"image_position\":\"center-center\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"middle\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"text\",\"props\":{\"column_breakpoint\":\"m\",\"content\":\"\n\n<p style=\\\"text-align: center; font-size: 16px;\\\"><\\\/p>\\n\n\n<p>We\\u2019re excited to share the latest improvements to our platform. Each enhancement was designed with user efficiency and business outcomes in mind. Below you'll find not just what changed\\u2014but <strong>why<\\\/strong> it matters and <strong>what to expect<\\\/strong> in terms of productivity.<\\\/p>\\n\n\n<hr style=\\\"margin: 30px 0;\\\" \\\/>\\n\n\n<div style=\\\"margin-bottom: 30px;\\\">\\n\n\n<h2>Sales<\\\/h2>\\n\n\n<p><strong>Why:<\\\/strong> Streamline your sales process and make follow-ups more actionable and informed.<\\\/p>\\n\n\n<p><strong>What to Expect:<\\\/strong> Faster lead response times, better pipeline visibility, and smoother collaboration.<\\\/p>\\n\n\n<ul>\\n\n\n<li>Add a Task: Assign tasks within deals to ensure timely actions.<\\\/li>\\n\n\n<li>Collect Information With Form: Standardize lead capture and reduce back-and-forth.<\\\/li>\\n<\\\/ul>\\n<\\\/div>\\n\n\n<div style=\\\"margin-bottom: 30px;\\\">\\n\n\n<h2>Product Catalog<\\\/h2>\\n\n\n<p><strong>Why:<\\\/strong> A better-structured catalog means less time searching and more time selling or analyzing.<\\\/p>\\n\n\n<p><strong>What to Expect:<\\\/strong> Improved discoverability, fewer errors in product selection, and smoother client presentations.<\\\/p>\\n<\\\/div>\\n\n\n<div style=\\\"margin-bottom: 30px;\\\">\\n\n\n<h2>Portfolio<\\\/h2>\\n\n\n<p><strong>Why:<\\\/strong> Empower advisors and clients with deeper visibility into portfolio performance.<\\\/p>\\n\n\n<p><strong>What to Expect:<\\\/strong> More confident decision-making and reduced manual data analysis.<\\\/p>\\n<\\\/div>\\n\n\n<div style=\\\"margin-bottom: 30px;\\\">\\n\n\n<h2>AI Bank<\\\/h2>\\n\n\n<p><strong>Why:<\\\/strong> Automate intelligent suggestions to support client advisory, saving hours on research.<\\\/p>\\n\n\n<p><strong>What to Expect:<\\\/strong> Smarter recommendations, reduced manual analysis, and proactive financial guidance.<\\\/p>\\n<\\\/div>\\n\n\n<div style=\\\"margin-bottom: 30px;\\\">\\n\n\n<h2>Quarterly Reports<\\\/h2>\\n\n\n<p><strong>Why:<\\\/strong> Save time assembling reports and boost data accuracy.<\\\/p>\\n\n\n<p><strong>What to Expect:<\\\/strong> Reports that are easier to generate, more insightful, and ready for stakeholders in minutes.<\\\/p>\\n<\\\/div>\\n\n\n<div style=\\\"margin-bottom: 30px;\\\">\\n\n\n<h2>Risk Metrics<\\\/h2>\\n\n\n<p><strong>Why:<\\\/strong> Instantly identify portfolio risks and act before issues escalate.<\\\/p>\\n\n\n<p><strong>What to Expect:<\\\/strong> Fewer surprises, automated monitoring, and better compliance readiness.<\\\/p>\\n<\\\/div>\\n\n\n<div style=\\\"margin-bottom: 30px;\\\">\\n\n\n<h2>Automation<\\\/h2>\\n\n\n<p><strong>Why:<\\\/strong> Eliminate repetitive manual work and focus on what matters.<\\\/p>\\n\n\n<p><strong>What to Expect:<\\\/strong> Increased team capacity, improved SLA adherence, and streamlined operations.<\\\/p>\\n<\\\/div>\\n\n\n<div style=\\\"margin-bottom: 30px;\\\">\\n\n\n<h2>Approval Process<\\\/h2>\\n\n\n<p><strong>Why:<\\\/strong> Bring structure and accountability to decisions that need oversight.<\\\/p>\\n\n\n<p><strong>What to Expect:<\\\/strong> Fewer bottlenecks, better audit trails, and faster approvals.<\\\/p>\\n<\\\/div>\\n\n\n<div style=\\\"margin-bottom: 30px;\\\">\\n\n\n<h2>Travel Requests<\\\/h2>\\n\n\n<p><strong>Why:<\\\/strong> Simplify how employees request and track business travel.<\\\/p>\\n\n\n<p><strong>What to Expect:<\\\/strong> Centralized travel planning, budget control, and transparency.<\\\/p>\\n<\\\/div>\\n\n\n<div style=\\\"margin-bottom: 30px;\\\">\\n\n\n<h2>Agent Management<\\\/h2>\\n\n\n<p><strong>Why:<\\\/strong> Ensure the right people have the right permissions and performance tools.<\\\/p>\\n\n\n<p><strong>What to Expect:<\\\/strong> Easier onboarding of agents, performance tracking, and fewer access issues.<\\\/p>\\n<\\\/div>\\n\n\n<div style=\\\"margin-bottom: 30px;\\\">\\n\n\n<h2>Marketing<\\\/h2>\\n\n\n<p><strong>Why:<\\\/strong> Help <a class=\\\"wpil_keyword_link\\\" href=\\\"https:\\\/\\\/www.investglass.com\\\/marketing-tools\\\/\\\" target=\\\"_blank\\\"  rel=\\\"noopener\\\" title=\\\"marketing\\\" data-wpil-keyword-link=\\\"linked\\\"  data-wpil-monitor-id=\\\"5156\\\">marketing<\\\/a> teams execute faster and track better across channels.<\\\/p>\\n\n\n<p><strong>What to Expect:<\\\/strong> More timely campaigns, better engagement tracking, and reduced campaign setup time.<\\\/p>\\n\n\n<ul>\\n\n\n<li>Add an Appointment: Streamline client scheduling via integrated booking forms.<\\\/li>\\n\n\n<li>Add Routing: Visual editor to design multi-step marketing journeys.<\\\/li>\\n\n\n<li>Email and SMS Campaigns: Launch campaigns faster with improved templates and analytics.<\\\/li>\\n<\\\/ul>\\n<\\\/div>\",\"margin\":\"default\"}}]}]}]}],\"version\":\"4.5.12\"} --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Change Log Latest Enhancements &#038; Features: With Purpose and Impact We\u2019re excited to share the latest improvements to our platform. Each enhancement was designed with user efficiency and business outcomes in mind. Below you&#8217;ll find not just what changed but why it matters and what to expect in terms of productivity. Sales Why: Streamline your [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-43217","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>InvestGlass Changelog | InvestGlass<\/title>\n<meta name=\"description\" content=\"Change Log Latest Enhancements &amp; Features: With Purpose and Impact We\u2019re excited to share the latest improvements to our platform. 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