TraderStation CRM: CRM software designed for the financial services industry

Customer Relationship Management across all key financial market sectors, including forex, money and equity financial markets

Increases Customer Confidence in Financial Trading Complete CRM Solution for Customer Financial & Interaction Records Designed for Financial Capital Markets and Islamic Forex Trading Transparent and Accurate Dissemination of Customer Information Flexible and Customizable to Fit Financial Trading Environment Information are Automated for Faster Access and Better Customer Relationship Management

With increasing competition in financial trading, TraderStation CRM offers an integrated and comprehensive solution to building customer loyalty. TraderStation CRM gives financial traders an insight into their customers’ profile, streamlining processes across the value chain. Designed to work with any CTI systems that is TAPI (Telephony Applications Program Interface) compliant or the Mach3D professional trading terminal in a financial trading environment, TraderStation CRM offers financial specific capabilities.  Complete records of all interactions in your organization with the customers allow traders to provide a consistent and unified response, when dealing with the same customer. Maintaining a consistent and unified view to your customer generates higher customer satisfaction in a time critical business.

CRM Solutions for Financial Markets

Customer Data Accuracy and Accessibility    Customer Profile Information CRM Details and Financial Records in a single interface Financial Specific Transactions for Money, Forex, Equities, Fix Income and Deposits TraderStation CRM Call function connects you to the customer instantly Detail Customer Financial Transactions, increases customer loyalty Integrated with TAPI CTI systems provides traders with collaborated information TraderStation CRM increases client satisfaction

CRM Customer Profile Demo | TraderStation CRM Details

	Financial Money Market Transactions    Money Market Information Money Transactions History for Quote or Deal Money Details and Credit Limits are tracked by TraderStation CRM Dynamic Money Category for Financial Markets Financial Tenure and Rates Tracking Customer Preferences are provided by TraderStation CRM TraderStation CRM improves customer relations with financial traders
CRM Money Market Demo | TraderStation CRM Details

 

Financial Forex Transactions    Forex Information Forex Transactions History for Quote or Deal Forex Details and Credit Limits are tracked by TraderStation CRM Dynamic Forex Category for Financial Markets Spot Forex, Fix Forex, Swap Forex, Forex Currency Option Category for financial industry   Currency Pairs and Rates Tracking Forex Value tracking by Date and Time TraderStation CRM equips financial traders with accurate information

CRM Forex Demo | TraderStation CRM Details

 

Financial Equities Transactions    Equities Information Equities Transactions History for Quote or Deal Stock Details and Credit Limits are tracked by TraderStation CRM Dynamic Stock Category for Financial Markets Financial Stock Units and Price Category Details   TraderStation CRM Equities Offers Multiple Transactions on a Single Trade Transaction for Faster Response Stock Transaction History provides financial traders with customer trading preferences

CRM Equities Demo | TraderStation CRM Details

 

Financial Deposits Transactions    Deposits Information Deposits Transactions History for Quote or Deal Deposit Currency Details and Credit Limits are tracked by TraderStation CRM Deposit Term Options for Financial Markets Financial Deposit Rates Tracking   TraderStation CRM Deposits Offers Multiple Transactions on a Single Trade Transaction for Faster Response Deposits Transaction History provides financial traders with an insight to customer financial records

CRM Equities Demo | TraderStation CRM Details