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Videos

Getting Started: InvestGlass CRM platform

Live Switzerland, in this 60 minute session, InvestGlass team will walk you through the CRM configuration and platform customization options. Agenda: - Walk through how to enable CRM custom fields. - Learn how to use and setup tools in InvestGlass platform including the Navigation Menu, App, and third party fintech like digital signature...

Selling Crisis? COVID19

How To Use InvestGlass Digital Onboarding and CRM? - Selling during COVID19 We invite you to discover InvestGlass coolest features for wealth mangers and asset managers. During this webinar you will learn how to orchestrate the CRM KYC - digital onboarding.

Digital Onboarding and CRM?

How To Use InvestGlass Digital Onboarding and CRM? We invite you to discover InvestGlass coolest features for wealth mangers and asset managers. During this webinar you will learn how to orchestrate the CRM KYC - digital onboarding.

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InvestGlass is the only sales automation solution that gathers a powerful CRM, content management system, KYC, PMS, and artificial intelligence with an open community of technological partners built for bankers, family officers, asset managers.

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