Events & Training

For Next-Generation Financial Professional Leaders

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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Need help?

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

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Call us: +41 22 552 03 26
Chemin du Pré-Fleuri 3
1228 - Plan-les-Ouates Suisse
InvestGlass offers the industry's leading integrated wealth advisor platform. Before any client interaction wealth advisors check on your customised InvestGlass platform for recommendations. 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. This website is using cookies. By using this website you agree to the following Terms of Service.