Imagine being able to listen in on your agents’ calls with clients and see what works and where improvements are needed. With Telephony Recordings, a feature in our CRM, you can do exactly that. This tool helps you improve revenue, address customer complaints,...
We’ll be at the Finance Magnates London Summit (FMLS:24) from November 18 to 20, 2024 at Old Billingsgate, and we’re looking forward to connecting with industry professionals like you. FMLS is one of the top events for trading, fintech, payments, and digital assets,...
Offering customers price notifications may distinguish your brokerage by allowing them to keep up to date on market developments without checking charts around the clock. With instant notifications, clients can react quickly to market shifts—an approach that not only boosts their confidence but...
Hey there! Got plans to swing by Hong Kong Fintech Week this October at the AsiaWorld-Expo? Hope to see you there! We’re gearing up for some amazing days. It’s the kind of event where you catch a glimpse of tomorrow’s fintech today. ...
2 min read What’s one of the most important resources for forex or cfd brokers? Time! And this is where automation comes in. It allows brokers to focus on what truly matters: growing their brokerage and offering excellent service to their clients. In...
3 min read A money manager is a person or financial organisation who manages an individual or institutional investor’s portfolio. Consider a money manager both a personal financial coach and an investment quarterback. They take the time to understand each individual’s economic...
