At the core of our offerings lies TraderWind CRM, a solution meticulously crafted for dealing rooms. Seamlessly integrating with disparate systems, TraderWind enhances dealing room performance and efficiency. From a unified dashboard driven by deep BI analytics to productivity modules and beyond, TraderWind empowers dealers and managers to make informed decisions, bolster regulatory compliance, and elevate overall trading performance through enhanced customer interaction.
Unlock the full potential of your dealing room with TraderWind’s CRM comprehensive suite of modules designed to enhance operational efficiency, automate processes, provide actionable insights and more.
Allows analysis of customer performance, desks, and dealers, enabling managers and dealers to access intuitive graphical information for better decision-making based on dealing room performance.
Enables the creation of triggers from any data or data set in the system's database to automate processes, proactive actions, and alerts.
Enables the creation of built-in queries on the system's database to allow users to manage real-time trading room activities more strictly.
Enables the creation of built-in processes and management of their lifecycle, including linking internal and external users, notification of stakeholders, and obtaining approvals for process execution.
Allows a streamlined customer approval process for actions performed by the broker, including automatic acceptance of transactions requiring approval, communication with approving parties, and process logs management.
Allows the creation of outbound communication to bank customers through various channels such as SMS, emails, and chats. The module enables the writing of messages and their issuance to individual customers or customer groups. When combined with the DDE module, these actions can be performed automatically based on triggers from the database.
Monitors the dealing room's call recording system, ensuring that each call is comprehensible, and has an actual audio recording, while providing real-time alerts of malfunctions.
Innovative client app that enables dealing room customers to have their portfolio, deals, and alerts in the palm of their hand and enables direct interaction with dealers in the dealing room
