TraderStation CRM - Unified Communications

CRM for Financial Traders

Overview

The TraderStation CRM gives financial traders an insight into their customers’ profile on the fly. It is designed to work with any CTI systems that is TAPI (Telephony Applications Program Interface) compliant or the Mach 3D professional trading terminal in a financial trading environment.

Upon any answering of call, the customer's profile will be shown automatically with a history of transactions and current limits utilized. The TraderStation CRM is tailored for money,forex and equity financial markets that empowers financial traders with accurate and current customer information and preferences. All financial product categories provide traders with the list of past transactions for better management of customers. With TraderStation CRM, critical information is provided for faster access, and better customer service. All dealer’s transactions are summarized onto a single view interface to increase trader efficency and performance.

With increasing competition in financial trading, the TraderStation CRM helps you know your customer better. 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.

Features

Increases Customer Confidence
TraderStation CRM aims to provide the world’s financial trading rooms with a solution that will facilitate multimillion dollar transactions on a daily basis. Given the dynamic conditions of a fast moving financial trading market, technical robustness and refinement are mission critical requirements. The TraderStation CRM module empowers the financial trader with the ability to know the client personally while understanding the client’s buy and sell preferences. Using a comprehensive CRM tool will enable your organization to establish personal relationships and inevitably increases customer confidence in your sales team.

Designed for Capital Markets and Islamic Forex Trading
The TraderStation CRM is designed for financial trading based on Islamic principles. Combining all facets of financial trading, built-in with customization ability across all key financial market sectors including forex, money and equity financial markets.

Transparent and Accurate Dissemination of Customer Information
The TraderStation CRM provides accurate customer information to the financial trader on a pop-up screen upon the trader answering a call. Once the trader answers an incoming call from a client, the entire client transaction history is shown. The trader is immediately armed with essential customer information to assist and respond to the customer instantly and accurately.

Flexibility with Customization Options
We understand that every organization has different business rules and requirements. The TraderStation CRM is a fully customizable software that can be retrofitted easily onto your existing financial trading environment.

Reporting and Information Automation
The TraderStation CRM automates the traditional manual blotter system commonly used by financial traders. The trader now have instant access to customer information, trade history and customer preferences by entering a few keys. Daily reports can be generated easily without having to manually keep track on a daily basis.