Events & Private Training

For Next-Generation Financial Professional Leaders

Events

New User – Data Reconciliation & Reporting Webinar

Thu, Jan 4

12:00 PM - 12:30 PM CET

This session is a perfect opportunity for new InvestGlass users to get a high-level overview of how InvestGlass aggregates and reconciles data. We will show you how to customise reporting too.

Register

Nouvel Utilisateur – InvestGlass Le Grand Tour

Thu, Jan 11

12:00 PM - 12:30 PM CET

Vous êtes un nouvel utilisatueur? Il n'y a pas de meilleure manière de commencer avec InvestGlass qu'ici! Découvrez les principales fonctions de la solution en 30 minutes!

Register

Compliance Conversations - MIFID2

Thu, Jan 10

12:00 PM - 12:30 PM CET

Join us for our Compliance Conversations Webinar where we will discuss the recent changes to MIFID2 processes. This is a must-attend for Advisors who leverage the Compliance InvestGlass Features .

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New User – InvestGlass Overview"

Thu, Jan 9

12:00 PM - 12:30 PM CET

New user? There's no better place to start than here. Our team will take you through the basics of what you need to know so you can get up and running with InvestGlass fast.

Register

Conversations sur MIF et MIFID2

Thu, Jan 11

12:00 PM - 12:30 PM CET

Retrouvez nous pour une présentation sur MIFID2 MIF et les implications pour les métiers de l'investissement et du conseil.

Register

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

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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

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Chemin du Pré-Fleuri 3,
1228 Plan-les-Ouates
Switzerland

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+41 22 552 03 25
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.