Your CRM is the backbone of your brokerage and will ultimately determine the success and profitability of your business. TraderSoft is the only fintech service provider to offer a complete and fully integrated back-office solution. Our CRM systems are tailored to meet your current needs and are flexible enough to allow and stimulate rapid growth.
We deliver a seamless and coordinated customer management process across sales, customer support, billing and marketing. Your operation will not be restricted by traditional silos.
We enable you to retain a smaller workforce that gets better results.
- Telephone, Email, Live Chat, Webinar, SMS
- Web integration - upload docs, push notifications, etc.
- Virtual Terminal
Customized User Experience
We provide a cross-channel system, using pre built business processes that span silos.
- Individual work dashboard including news, protocols, statistics and targets
- Predetermined auto workflow & procedures
- Data notification
- Internal chat system
- BI reports
- Training infrastructure