Events & Private Training

For Next-Generation Financial Professional Leaders

Public Events

Le 31 octobre à 9.00 - En français

Petit-déjeuner - De l'automatisation de la gestion des prospects.

Rendez vous dans nos bureaux pour une heure d'échange avec l'équipe d'InvestGlass. Nos experts peuvent répondre à vos questions c'est de l’aide, en face à face.


le 31 octobre à 9.00
Chemin du Pré Fleuri 3
1228 Plan-les-Ouates
Places limitées
Reservation obligatoire par téléphone 0041 22 552 03 26

Le 16 novembre à 9.00 - En français

Petit-déjeuner - MIFID2 - Passez en mode Expert!

L'entrée en vigueur de MIF 2 MIFID2 est prévue pour janvier 2018. Ce petit déjeuner a été conçu pour vous fournir l'expérience nécessaire pour facilement optimiser votre service client-investisseur sous la régulation MIFID2 et cela sans saisir une ligne de code! Nous vous enseignerons les fondamentaux de la mise en oeuvre d’InvestGlass pour les banquiers, et vendeurs.


le 16 novembre à 9.00
Chemin du Pré Fleuri 3
1228 Plan-les-Ouates
Places limitées
Reservation obligatoire par téléphone 0041 22 552 03 26

Private - Sales Boot Camp

We are passionate about making financial adivsory great again.

Part 1: Setting the Stage for Sales Automation

Discover InvestGlass from basic to advanced functions. Setup your company and clean your data for your first import / migration. You will learn how to use InvestGlass for asset management, advisory and banking roles.

Duration
2 hours

Enroll
To register for this course please click "Register" below. If you are registering for someone else please check "This is for someone else". The training is priced from CHF 500.00 USD per participant

CHF 500

This email address is being protected from spambots. You need JavaScript enabled to view it.


Part 2: Reporting Insights and automation

Get acquainted with the building blocks or artificial intelligence and reporting. Get ready to break down some of the latest automation trick to save time and build a resilient customer experience. This boot camp is specially built for managers and head of bankers / advisory desks.

Duration
1 hour

Enroll
To register for this course please click "Register" below. If you are registering for someone else please check "This is for someone else". The training is priced from CHF 250.00 USD per participant

CHF 250

This email address is being protected from spambots. You need JavaScript enabled to view it.

Need help?

Call us at +41 22 552 03 26
Or email us at contact @ investglass.com

Start your free trial

No credit card required.

Made in Switzerland 🇨🇭
© 2017 InvestGlass SA. All Rights Reserved.

InvestGlass is the only sales automation solution that gathers a powerful CRM, content management system, KYC, artificial intelligence 

and an open community of partners for bankers, family officers and asset managers 
in Switzerland, Europe and Asia in an area of complex regulations MIFID2 & PSD2.