手机端解决方案
The world is going mobile. On top of all of the features listed below the brokerage offering mobile access to their clients data on mobile will automatically get more exposure online.
Due to the nature of mobile presence you get new points of entry: Google Play Store and Apple App Store. This allows you to advertise you Brokerage for the entire new market as well as receive the SEO benefit of a back link from apple and google.
Overview of all accounts with balances, account types, trade history.
Allow your cients to access the trade history without having them being tied to their desk. Everyone who ever traided had a desire to share their experience with others. Not only it boosts their confidence it also promotes your brand.
Mobile Deposits
Streamline the ability to receive mobile deposits weather it is from a credit card or via bank transfer. The app allows your customers to see your bank details for transfers while on the go, making sure they always have that information in their pocket.
IB tools, Promo Materials, and performance Analytics.
IBs get the full set of tools to refer clients to your brokerage, from the conventional Referral URL, to the more advanced referrals via social media and other types of messaging. IBs can also instantly see the result of their work.
And what would we do without the Live Quotes Tickler?!
Deliver your current rates and spreads to those on the go.
Check out the demo
yourself!
客户评价
… Kenmore Design已经能够开发安全系统，已经在使用的供应商的集成，并且定制了整个后台，为我们的客户提供了几乎像Android一样的用户友好的学习感受。 CRM帮助我们的管理团队验证我们团队的每个成员都在做他们需要做的事情，并确保没有客户被遗忘。因此，我们能够增加我们的客户群，同时保持我们的支持小队伍。 这本身将使我们的新后台在4个月内支付。
支持一直很棒，整个团队… 阅读剩下的