openthebox Best Practices: Banking

In this webinar, see how openthebox helps bankers prep faster, spot top prospects, and stay ahead with real-time financial insights and automated alerts.
Jonas Moortgat
Jonas Moortgat
openthebox
Jonas Moortgat is Enterprise Customer Success Manager at openthebox, where he helps banks, investment firms, and corporate finance teams translate company data into actionable insight. With experience spanning B2B sales, account management, and customer success, Jonas has a sharp eye for what financial professionals need to make better, faster decisions. At openthebox, he works hands-on with clients to surface high-impact intelligence on Belgian companies and entrepreneurs—powered by proprietary AI and real-time data. In his writing, Jonas shares practical use cases, smart workflows, and insights from the front lines of digital due diligence.

openthebox Best Practices: Banking

In this webinar, see how openthebox helps bankers prep faster, spot top prospects, and stay ahead with real-time financial insights and automated alerts.

Join us for an in-depth session exploring how financial professionals can use openthebox to optimize every stage of their client workflow. From preparing smarter for meetings to identifying high-potential prospects and setting up real-time alerts on key accounts, this webinar covers:

  • How to find actionable company insights in minutes
  • Using filters and financial indicators to build targeted prospect lists
  • Monitoring portfolios and prospects with automated notifications
  • A sneak peek at our upcoming one-click report builder for client meetings

Led by Jonas Moortgat, this session is packed with live demos and practical tips. Whether you're new to openthebox or a seasoned user, you'll walk away with hands-on techniques to make your banking processes faster, more focused, and insight-driven.

Jonas Moortgat
Jonas Moortgat
openthebox
Jonas Moortgat is Enterprise Customer Success Manager at openthebox, where he helps banks, investment firms, and corporate finance teams translate company data into actionable insight. With experience spanning B2B sales, account management, and customer success, Jonas has a sharp eye for what financial professionals need to make better, faster decisions. At openthebox, he works hands-on with clients to surface high-impact intelligence on Belgian companies and entrepreneurs—powered by proprietary AI and real-time data. In his writing, Jonas shares practical use cases, smart workflows, and insights from the front lines of digital due diligence.

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