Back Office
Back Office
Industry-leading Back Office system that allows you to automate tasks, increase productivity, client satisfaction, and revenue
What is it for?
Storing and working with client data
Documents, contact details and transaction history.
Sophisticated customization
Tailored to companies that need specialized flows.
Faster client responses
Help your sales team react to clients’ needs quickly.
Reduce repetitive steps
Free up your team’s time on daily tasks.
Fewer developers needed
Operate without a large IT department.
Work together worldwide
All departments and offices in one place.
With our Back Office CRM you'll get to enjoy automation
across all departments. Save your time and increase your potential to earn more money now!
What’s included
Work with clients
Client Operations
- • Customer registration notifications & callback requests
- • Sophisticated client categorization system
- • Current & historical transactions on trading platforms
- • Easy management of IB and Affiliate networks
- • Mass mail or targeted emails to your clients
Work with documents
Document Control
- • Store all verification documents safely & securely
- • Important document expiration notifications
- • Notifications for daily outgoings & incomings
- • Simple UI displaying documents that need attention
Automation & facilities
Automation Toolkit
- • Built-in algorithms for targeted marketing
- • Generation of CySEC & key internal financial reports
- • Automated email system
- • Translate website & campaign pages to any language
- • Create accesses, tasks & requests for all departments
Ready to delight your clients?
Launch a branded, intuitive Client Area they’ll love.