InvestGlass

🤗 InvestGlass Partners with OpenSanctions for Enhanced Compliance Automation! Get your 🔎 KYC ready for 2025 Try it now 👉🏻 https://lnkd.in/gvdssPDU InvestGlass, the Swiss CRM, has announced its integration with OpenSanctions, a leading sanctions screening tool. This collaboration aims to streamline #onboarding, improve KYC remediation processes, and automate loan workflows, all while safeguarding your business reputation. The integration underscores InvestGlass’s commitment to delivering faster, more efficient compliance solutions. Alexandre Gaillard de Carouge – CEO of #InvestGlass Integrating OpenSanctions into InvestGlass is a transformative step in improving KYC automation for businesses across industries. This connection enables our platform to deliver seamless and faster client onboarding, leveraging robust sanctions #screening to enhance compliance and mitigate risks. By automating critical aspects of the KYC process, we empower organizations to focus on growth while ensuring adherence to global regulatory standards. This partnership exemplifies InvestGlass’s dedication to providing smart, adaptable solutions that elevate operational efficiency and client trust. Frederik Richter– Chief Business Officer of OpenSanctions The collaboration with InvestGlass highlights the versatility and power of OpenSanctions in driving compliance automation. Our comprehensive sanctions database is designed to simplify the complexities of global regulatory requirements, making it an ideal match for InvestGlass’s forward-thinking approach. Together, we’re enabling businesses to streamline their KYC processes, reduce manual workloads, and ensure a robust response to reputational and regulatory challenges. This partnership reflects our shared vision for a more efficient and secure compliance ecosystem. Connecting the OpenSanctions API to InvestGlass CRM is effortless, with seamless integration enabling automated #workflows, recurrent or incident processes, real-time compliance checks, and enhanced #KYC processes with just a few simple steps. For more information visit  www.investglass.com and  https://lnkd.in/evrbvrPM 

𝐀𝐢𝐧𝐬𝐢 𝐩𝐞́𝐫𝐢𝐬𝐬𝐞𝐧𝐭 𝐥𝐞𝐬 𝐞𝐧𝐧𝐞𝐦𝐢𝐬 𝐝𝐞 𝐥𝐚 𝐑𝐞́𝐩𝐮𝐛𝐥𝐢𝐪𝐮𝐞! Fiers d'être #Genevois ! Choisir le CRM InvestGlass c'est Choisir La Consommation Citoyenne. Yesterday, we honoured La Fête de l’Escalade, a cherished Genevan tradition, by coming together to celebrate the chocolate marmite's ceremonial breaking. This year, we invited our oldest and youngest team members and clients to join forces for the occasion—symbolising the power of intergenerational collaboration and mutual respect that underpins our work at InvestGlass, le Geneva CRM. As we celebrate cultural heritage and the tapestry of diverse experiences within our team, we recognise that our strength lies in the blend of perspectives and the unity they create. Moments like this remind us that true collaboration transcends age, background, and boundaries, forging connections sweeter than any chocolate delicacy. #investglass #crm #swissmade

Retrouvez InvestGlass au InsurDay Mardi Parc Des Princes - IA générative : les cas d'usages dans les PME de l'assurance 👉🏻 Demander un RDV https://lnkd.in/esUdSsWQ #assurance #PME #IA Finance Innovation Eva De Almeida Peter-Elias Eid

Dear friends, dear partners, dear clients, we wish you a year filled with peace, love, prosperity and laughs! Making Every Day Count! #prosperity #diwali #diwali2024

Watch Today - What is Generative AI in Banking? https://lnkd.in/efQAbHic Welcome to InvestGlass! In this video, we're diving into the transformative world of Generative AI in Banking and exploring how it's revolutionising the financial sector. Generative AI, known for its ability to create new content and simulate human intelligence, is more than just an emerging tech trend—it’s reshaping how banks operate, interact with clients, and manage risks. What you'll learn: What is Generative AI? Discover the fundamentals of generative AI, including its core concepts and how it differentiates from other AI types. Applications in Banking: Learn about real-world applications, from automated client interactions, hyper-personalized financial advice, fraud detection, and compliance automation to dynamic data analysis. Future of Financial Services: See how AI is enhancing productivity and accuracy in banking and paving the way for future digital transformation within the industry. Generative AI offers endless possibilities to innovate and streamline operations, all while enhancing customer experience and ensuring regulatory compliance. Watch to see how InvestGlass leverages this powerful tool to help financial institutions stay ahead in a competitive landscape. Don’t forget to like, subscribe, and hit the notification bell for more insights on AI, banking tech, and investment solutions! hashtag #GenerativeAI #InvestGlass #BankingAI #FinancialTech #DigitalTransformation

Get Ready for 2025! 🚀 Training Webinar Now Open Join us this Friday for an exclusive live webinar with InvestGlass! Discover the latest in finance, business automation, and learn how our platform can transform your sales strategy for the new year. 📅 Special guest: Alexander, CEO of InvestGlass, will be sharing insights and answering your questions. This is your chance to dive deep into how InvestGlass can elevate your automation game and prepare you for 2025! Secure your spot now! Let's make 2025 your best year yet with InvestGlass. 

🚀 Kick Off 2025 with Insight! 📅 This Friday - Free Live Webinar 🌐 5 Ways to Save Money on CRM with AI 👉🏻 https://lnkd.in/ecUdc_hG Dive into our exclusive live webinar hosted by InvestGlass this Friday! Discover groundbreaking innovations in finance and business and see how our state-of-the-art platform can transform your sales strategy. Perfect for both experienced investors and newcomers, this session is filled with valuable insights and actionable tips that will empower your financial and business decisions. Seize the chance to interact directly with our experts, pose your questions, and learn how to leverage InvestGlass's full capabilities to maximize your investment efficiency. Secure your spot today and start your journey to a transformed financial and business future! 🔗 #webinar #crm #AI #investment

🚀 Kick Off 2025 with Insight! 📅 This Friday - Free Live Webinar 🌐 5 Ways to Save Money on CRM with AI 👉🏻 https://lnkd.in/ecUdc_hG Dive into our exclusive live webinar hosted by InvestGlass this Friday! Discover groundbreaking innovations in finance and business and see how our state-of-the-art platform can transform your sales strategy. Perfect for both experienced investors and newcomers, this session is filled with valuable insights and actionable tips that will empower your financial and business decisions. Seize the chance to interact directly with our experts, pose your questions, and learn how to leverage InvestGlass's full capabilities to maximize your investment efficiency. Secure your spot today and start your journey to a transformed financial and business future! 🔗 #webinar #crm #AI #investment

Master your sales processes and maximise efficiencies with better automation and data intelligence, on-prem or in the Swiss cloud.

🚀 Kick Off 2025 with Insight! 📅 This Friday - Free Live Webinar 🌐 5 Ways to Save Money on CRM with AI 👉🏻 https://lnkd.in/ecUdc_hG Dive into our exclusive live webinar hosted by InvestGlass this Friday! Discover groundbreaking innovations in finance and business and see how our state-of-the-art platform can transform your sales strategy. Perfect for both experienced investors and newcomers, this session is filled with valuable insights and actionable tips that will empower your financial and business decisions. Seize the chance to interact directly with our experts, pose your questions, and learn how to leverage InvestGlass's full capabilities to maximize your investment efficiency. Secure your spot today and start your journey to a transformed financial and business future! 🔗 #webinar #crm #AI #investment