The quality of services your customers are getting is at the core of your business success. We are well equipped to provide your company with a set of tools that helps you ensure that your client-base is well managed and your traders are happy with their service.
This is an all-in-one software which includes management tools, providing you with insight on compliance, treasury, sales, support, KYC management, user roles, client agreements, reminders, requests, reporting, and more.
Built as a bridge between you and your clients, the CRM platform includes key features, providing you with real-time data, leads management, client details, marketing and email tools, referral links, and more.
Clients can deposit, withdraw and convert funds, request internal transfers, upload documents, create accounts, and more.
Introducing brokers agents get access to a portal where they can monitor both their performance and that of the clients they referred. They are able to track trades, monthly returns, client activity, rebates, and more.
CS Help Desk
Manage your clients’ requests through a simple system for tracking, prioritizing, and solving customer support tickets. You’ll be able to optimize your support operations seamlessly across channels.
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