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The Banking of the Future: 5 Trends to Follow

The Banking of the Future: 5 Trends to Follow

The banking industry has been transformed massively by digital transformation. The future of banking is rapidly approaching, and it will be unlike anything we have seen before. Everything started to change with the advent of customer experience in banking. The banks...
What are the 5 Steps Involved in KYC?

What are the 5 Steps Involved in KYC?

Watch our latest video to discover the best practices for a successful KYC remediation project. InvestGlass is a Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform. Discover the Swiss CRM platform that gives you the freedom to create, design,...
What is the 6th Anti-Money Laundering Directive?

What is the 6th Anti-Money Laundering Directive?

Wow 5MLD was nearly done and now as the EU announced a sixth directive. EU money laundering directive is more sophisticated and extend criminal liability. We summarise here the five key elements. The new 6AMLD is due to be transposed into regulated entities and...
Save the World & Say No to Paper Onboarding!

Save the World & Say No to Paper Onboarding!

Digital onboarding will in a medium to long term view overtake paper forms and traditional KYC data gathering. This digitalization enables the reduction of the workforce and costs for firms and companies, especially in the banking industry and bank accounts opening...