End to End Client Digital Onboarding Learn More->

End-to-End Client Onboarding

End-to-End Client Digital Onboarding One huge improvement is the digital onboarding. InvestGlass has a STATE OF ART solution to save the trees.   It's time to shift social distancing to digital proximity!   We recorded two videos yesterday in french and english to show you how this works for you. Your sales process is unique to you.   Your CRM and Digital onboarding should be too.   English Français Ready to close more deals? Complete the form to start your free trial.  

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Est-ce le Bon Moment pour Envoyer des Questionnaires à vos clients?

Est-ce le Bon Moment pour Envoyer des Questionnaires à vos clients? Pendant cette période de confinement nos vies changent comme si le temps s'était arrêté... Les juifs fêtent Pessah sur Zoom, les messes catholiques se diffusent sur Skype... et nous devenons des parents professionnels!   Alors que nous nous habituons aux Zoom, Gotomeeting, WhatsApp, Monkeysurvey et autres Skype, nous nous demandons peut être un peut tard : où vont nos data? Seront-elles protégées? en Suisse? en Europe?   Nous nous sommes aussi demandés s'il est convenable d'envoyer des sondages afin de recueillir les préoccupations des clients. En mot - OUI - il semble que cela soit totalement acceptable mais les questions...

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Young Bankers - We Don't Have Time for That!

Young Bankers - We Don't Have Time for That! You have been stuck home for several weeks or even few months... sometimes with beautiful kids... The volatility is spreading like a virus and investors are moving to new institutions and virtual practices too. How to get them all? Why not trying InvestGlass CRM tricks?   1. No time to call?   You can easily send personal emails from InvestGlass but make sure you are asking the right question and use a CTA. In each email, you must use a call to action or CTA to receive a prompt decision in reply. Good CTA will increase your open rate too. Here are three common mistakes:   You don’t have CTA in your email.   You have to many different...

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COVID-19 Response: Cutting Prices, Removing Limits

COVID-19 Response: Cutting Prices, Removing Limits Good morning! We know InvestGlass is particularly useful for communicating with your investors, after seeing ECB and presidents lack of intervention, we are taking immediate action to ensure our product is accessible to as many people as possible so you can work remotely with your clients!   Through May 1, 2020, we are:   Cutting the price of InvestGlass by three— what was CHF300/month is now CHF100/month - includes digital signature and investor client portal. Extending all trials of InvestGlass from 14 to 30 days   We are also making InvestGlass free for NGO, teachers and students.   We'd love to help as many people as we can....

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WEEKLY SALES NEWSLETTER

Actionable sales advice read by fintech lovers.

 


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