Back Office (B.O) Systems
Business Intelligence (BI) Reporting
Our state-of-the-art reporting system is powered by SAS, one of the world leading data management software companies. It’s reports are designed to help agents and managers monitor and analyze their work accurately, improving results for better business performance. Key reports include:
- Management – Allow senior staff to gain clear insights into major KPIs.
- Back Office – Provide finance, support and verification departments with substantive data.
- Risk and Dealing – Enable Dealing Desk and Risk managers to identify and limit risk.
- Marketing – Arm your communication experts with optimization tools to drive revenue.
- Sales and Retention – Enable front line teams to fully engage with their daily duties.
Partner Management System (CAMPUS)
Our system enables Online Trading firms to extend their business processes to work collaboratively with Introducing Brokers. Manage the partner, from initial on-boarding through setting up a pricing structure and generating customized activity reports for both parties. Sell more through your partners and lower costs.
- Easily track and attribute activities to the correct partner.
- In-depth analytics and flexible reports.
- Multi-tier IB network support.
- Advanced security technologies to keep your data protected.
- Anti-fraud tools to control suspicious activities.
Marketing Automation Solutions
Our solutions allow brokers to build and maintain personal relationships with customers, resulting in enhanced brand engagement to maximize each client’s value. Using behavioral data from a wide variety of sources, you can generate automated campaigns that guide your clients’ online trading journey in real time. Advantages include:
- Personalized Customer Journey – Tailor a specific, perfectly charted and impeccably timed journey for each trader.
- Real Time Campaigns – Utilize the real-time communication center to respond to your customer’s actions on the spot.
- Flexible Customer Clustering – Collect data from multiple sources and elastically cluster customer bases by more than 100 attributes.
- Multi-Channel Communications – Send messages via social media, email, push notifications, in-app messaging and popups.
- Actionable Insights – Stay on top of things with our unique analytics suite, complete with bespoke dashboards and reporting.