In any business, different departments need access to different types of information. Your sales team needs contact details, your compliance team needs to see KYC documents, and your support staff needs access to client communications. Giving every employee full access to your entire...
Getting the right information at the right time is everything. A client might need to know instantly that a price target has been hit, while another might need a formal summary of their monthly account activity. Simply bombarding users with one type of...
The MetaTrader 5 (MT5) platform is a top choice for trading multiple assets. It’s built for the needs of modern traders and brokerage firms. MT5 offers many tools for trading in different markets, like Forex, stocks, futures, and commodities. The MT5...
What is the primary way clients interact with your services? APPs! But getting your branded app approved by Apple for the iOS App Store can be tricky. App Store rejection is a common problem, especially for businesses that use specialized platforms from software...
Your Customer Relationship Management (CRM) system is central to your brokerage’s crm customer management. It holds vital client information that affects your sales, marketing, and support efforts. However, the quality of your CRM data makes a huge difference. Inaccurate or incomplete information, especially...
Giving consumers only credit or debit cards as a choice for a deposit is now a huge no-no. Although debit and credit cards are still somewhat common, APMs are becoming rather popular. These techniques provide customers and companies more freedom, convenience, and usually...
