Today’s business cannot be managed without effective automation of all processes. For a brokerage company it’s one of the key development factors, because the main channels of getting clients are the Internet, email and call marketing. Therefore, the prior work with the client base is important, and the better data processing, the greater probability of high conversion results.
We know that you are still searching for an effective brokerage business management system without wasteful expenditure for leased space and personnel, without losing of your own profitability. For your Forex activity you need the most successful solution – CRM (Customer Relationship Management).
Analysis of interaction with clients
Definition of business needs
Plotting of informational requirements
Running of the system pilot version and its finalization
User training and technical support
Successful customer management
CRM allows you to centrally place the client pool on a cloud server. All information about clients, particularly personal information, as well as reports on past and present actions, analysis of current indicators and potential needs is stored in one place and is available to every employee.
We, more than anyone else, understand that through the sales department passes a huge amount of incoming and outgoing requests, both current and potential clients. The correct management system for a brokerage company must take into consideration and process client activity in one space.
Collection and analysis of registration statistics by channels and partners (agents)
Activation and deactivation of trader accounts
Verification and monitoring of the client base
Control of all cash flows
Introduction of new products
Carrying out of marketing campaigns
As practice shows, CRM implementation increases the development efficiency of the brokerage company on average by 30-35%. And it’s not a limit! It’s the right motivation to be better with the best Eqvola’s tools.