Sales pipeline: Live & Demo Accounts, Leads, Data Import.
Incentivize Deposits. Promote New Offers. Implement Feedback-to-Action.
Validate Customer Details via KYC/AML tools or internally.
Provide Multi-Chanel Customer Support on an unprecedented level.
Assign jobs by Roles, Departments, Locations and more.
Implement various Marketing Strategies Inbound and Outbound.
Process Secure Payments via Multi-Channel Payment Aggregators.
With Advanced Reporting based on Sales and Trading Data.
The Lead journey will start from a registration page or a landing page
Will follow the set conditions to assign Bill to Jake, who is in an specific office, Time Zone, and speaks Bill’s Language
Will become the first point of contact, making sure Bill completes the investment.
Get in touch or create an account.
