InvestGlass invites you to their event
About this event
FinSA mainly governs the provision of financial services as well as the offering of financial instruments and is intended to strengthen investor protection.
This presentation is made for Investglass newcomers and experienced users. We will go through Investglass CRM and portfolio management all to show you how both systems have to connect to each other to respect this new Swiss regulation.
If you don't have a license of Investglass we will be glad to offer you one before the presentation to make sure that you will follow the steps as we will go through this webinar.
InvestGlass is a Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform. Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly the way you want.
