Our CRM solution is designed specifically for dealing rooms, empowering trading activities through enhanced customer interactions, decision-making, and compliance.
TraderWind Dealing room CRM empowers all stakeholders to achieve higher hit ratios, reduce risks, and enhance customer satisfaction and retention. This is achieved through improving dealer-client interactions and providing sales teams with the tools to identify and capitalize on market opportunities.
Robust tools and analytics help managers and dealers improve client-based activities with better decision-making
Modules with built-in queries, customer approval processes, and more to enhance regulatory and bank policy compliance
From triggers to automations and built-in processes, TraderWind makes managers and dealers more productive
Market events trigger automated built-in processes and information to sell timely financial instruments
With smart automation and seamless integration to various bank systems, TraderWind, with its unique multi-communication channels, elevates dealing room performance and efficiency.
Leveraging multi-communication channels and data from various systems, our empowering dashboard displays the right information at the right time
Designed to fit into the dealer workflow and minimize overhead
Timely granular and aggregated data from various bank systems improve hit ratios and KPIs
Designed with dealing rooms in mind, our deep BI-powered analytics help both dealers and managers make better decisions
TraderWind was designed specifically for trading floors, enhancing decision-making, communications, regulatory compliance, and overall performance through built-in processes and automation.
