InvestGlass invites you to their event
About this event
Good afternoon InvestGlass enthusiasts,
You’re invited to our upcoming InvestGlass live demo webinar this Thursday, the 7th, at 2:00PM-CET, focused on one of the most critical challenges for financial professionals today: client onboarding and KYC processes.
In this live session, we’ll show you how to simplify and automate onboarding while staying fully compliant without slowing down your business.
What we’ll cover:
Open Q&A with our experts
If you're looking to save time, reduce friction, and stay compliant, this session is for you.
Date: Thursday, May 7
Time: 2:00 PM
Can’t make it? Register anyway and we’ll send you the recording.
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.
