Traderwind Platform
Modules
Customer profiling
Instant insight into profiles, selling and interaction records for better trading
The Customer Profiling modules provides the trader with a personal customer profile as well as their buy and sell preferences, through one single view
Using a comprehensive profiling dashboard, traders are more easily equipped to nurture special customer relationships and increase customer confidence in the deal.
Integrated with TraderWind’s proactive process, customer profiling becomes a powerful auto-tool. During the process TraderWind converges customer data with market events to trigger auto-alerts for potential deals.
Dashboard views featuring complete profile records, interactions logs, tasks and more, enable traders to deliver a consistent and unified response when dealing with the same customer.
Through customer profiling, TraderWind also offers (Customer Event Processing) CEP tools, creating an on-demand custome.
