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...
We’ve significantly upgraded our Protonix mobile trading app and wanted to share it with the world. It is meant to give our clients a competitive advantage. This makeover is about providing a better mobile experience for traders, simplifying brokerage processes, and guaranteeing...
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...
We are always working to enhance your experience and simplify your financial transactions. This upgrade is the direct consequence of our effort to offer you a more efficient, adaptable, and user-friendly platform. This Product Update article describes the advantages and benefits of this...
Brokerage payments have changed. What was once a simple process is now complex, driven by online trading and global markets. To succeed, brokerage CEOs must understand Payment Service Providers (PSPs) and Alternative Payment Methods (APMs). These aren’t just add-ons; they’re fundamental to attracting...
Brokers today are faced with a large array of stock trading software options. How do you pick the one that’s the perfect fit for your brokerage and your traders? If you are still confused about what you need, don’t worry, we are here...
