Discover the best personal CRM tools to manage your relationships and boost productivity effortlessly. Compare and explore ...

a copy trading platform and comprehensive client data monitoring and analytics tools. Now, brokers can set up automated CRM workflows to notify clients of account milestones, updates on investment ...

Brokers can customise the platform with their own branding ... includes integrations with key services like payment gateways, CRM systems, risk management tools, and regulatory reporting features.

Investment banking is relationship-driven, nonlinear, and long-term. Deals evolve unpredictably, with shifting strategies, multiple stakeholders, and overlapping mandates. To adapt, banks often hire ...

Creatio unveiled a new CRM paradigm that puts a prompt entry box front and center, allowing the user to simply type in what they need.

Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Salesforce.com (CRM). Salesforce.com ...

This innovative collaboration aims to simplify the strategy creation process for brokers and all their traders currently using Broctagon’s AXIS CRM platform. Level2’s intuitive no-code EA ...

Pipeliner CRM provides comprehensive pipeline management and robust reporting capabilities. By integrating all necessary functionalities within a single platform, Pipeliner CRM eliminates the need for ...

By integrating Level2’s capabilities, brokers utilising Broctagon’s AXIS CRM – known for its multi ... Through its intuitive, fully visual platform, Level2 simplifies strategy creation ...