Traderwind CRM

Empowering Dealers in a Dash

Our CRM solution is designed specifically for dealing rooms, empowering trading activities through enhanced customer interactions, decision-making, and compliance.

Enhancing Dealing Room Performance

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.

Management & Control

Robust tools and analytics help managers and dealers improve client-based activities with better decision-making

Compliance

Modules with built-in queries, customer approval processes, and more to enhance regulatory and bank policy compliance

Efficiency

From triggers to automations and built-in processes, TraderWind makes managers and dealers more productive

Proactive Approach

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.

Unified Dashboard

Leveraging multi-communication channels and data from various systems, our empowering dashboard displays the right information at the right time

Streamline into dealers work

Designed to fit into the dealer workflow and minimize overhead

Productivity Tools

Timely granular and aggregated data from various bank systems improve hit ratios and KPIs

BI Analytics

Designed with dealing rooms in mind, our deep BI-powered analytics help both dealers and managers make better decisions

Empowering Dealing Room Managers & Dealers

TraderWind was designed specifically for trading floors, enhancing decision-making, communications, regulatory compliance, and overall performance through built-in processes and automation.

Empower your dealer decisions

Trusted by

TraderWind has transformed our dealing room client interactions, bringing efficiency and transparency with no added complexity associated with CRM systems.

Adi Dauber, Head Of Markets

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