Votre guide CRM InvestGlass et la LSFIN

Comment tirer avantage de la LEFIN LSFin avec le CRM InvestGlass?

Genius Bar - Mai 2019

Téléchargez votre Guide LSFIN & CRM Gratuitement.

Qu'allez vous apprendre?

Vous retrouverez les derniers slides de notre Genius Bar du 9 mai 2019.

Les Genius Bars sont des ateliers ouverts à nos membres.

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What's New to InvestGlass In May?

What's New to InvestGlass In May?

As you know InvestGlass is very active in the U.K. and we reassure you that we will maintain our Genius Bar events in sunny London. We ❤ you Brits! May is rich with new partners and events. See you soon!

Genius Bar - For members only - Geneva - May 9 - 5pm - Genius Bar Afterwork - Avez-vous le bon CRM pour la LSFIN? with InvestGlass - London - May 22 - 5.30pm - Genius Bar Afterwork - Why voice recording is key to drive sales success? with Via.co.uk and InvestGlass. - London - May 23 - 6pm - L39 - The Future of Fintech: What Role will AI Play? hosted by the Embassy of Switzerland. Book your seat below!

InvestGlass Features - 📦Vault - Record any documents and share them with your clients. - 📞Record Transactions + Call Report + Phone Call all at once to enforce a compliant sales track. - 👁Free Widget builder - Design and build your own customised investor portal. New Fintech Partners - Crypto Compare - Looking crypto prices into your portfolio management tool. - Gentwo - Build Swiss ISIN for any asset. - Sina - Nurture your portal with financial news in Chinese.

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Genius Bar April 23

Genius Bar à Genève & London

Join the Genius Community!

We are an exclusive community for Wealth and Asset Managers. Each two weeks, we provide our members with topical knowledge.

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Genius Bar in Singapore

Singapore - Genius Bar - April 4th, 2019

Starting 6PM @ LQV Le Quinze Vins

InvestGlass has the pleasure of inviting you to join us for an opportunity to network with like minded people and find out latest sales automation and fintech trends.

LQV Le Quinze Vins 29 Boon Tat St, G/F, Singapour 069624

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January Genius Bars - Your Exclusive Community for Wealth and Asset Managers

  January Genius Bars

Happy New Year and merry Christmas for our Russian friends! We hope the new year found you and your loved ones with health and happiness. Are you looking to get net new money and increase return on asset? Then the next Genius Bars are made for you! 

Frederick Kermisch, bankers' coach will introduce you new techniques helping you reach your net new money goal while Nicholas Hochstadter of Performance Watcher will show how you can benchmark your clients' portfolio against their peers. Events will take place at Linear Investments office in London and Sequoia in Geneva.
  • Genève - Mercredi 9 janvier à 9:00, Dev Com' Petit-déjeuner
  • London - Monday, January 14, 2019 - 5:30 pm, presented by Frederick Kermisch
  • Genève - Vendredi 18 janvier à 8:30, présenté par Frederick Kermisch
  • Genève - Jeudi 30 janvier à 17:30, présenté par Nicholas Hochstadter

InvestGlass Members Only

Kind regards,
InvestGlass team 

Integrated Wealth Advisor Platform. InvestGlass is not an investment advisor, broker or dealer and therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice.All Rights Reserved © Copyright 2019 InvestGlass SA