TraderWind acts as a data aggregator, cleverly integrating dealer’s communication channels with systems that hold crucial customer information.
As soon as a customer calls, the relevant data is displayed automatically in a unified dashboard, including client profile, trading history, position, credit utilization, orders, alerts, and previous calls with recordings.
By synchronizing pertinent timely data with robust tools and automations, TraderWind significantly boosts dealing room performance across all fronts.
TraderWind CRM is designed to enhance dealing room operational efficiency and revenues through a more streamlined workflow and proactive processes.
The integration with telephony system, client data, financial profiling and market parameters enables to generate unique Business Intelligence. When triggered at the right time and context, our BI helps boost dealing room compliance and KPIs.
Comprehensive client management enables the set of goals, KPIs, and standards to measure and manage customer’s and dealer’s attaining objectives and achievements
Tool leverages an advanced algorithm that couples calls, deals and voice recording to suggest to compliance officers which calls to interrogate in real-time.
The Traderwind Multichannel Communication capability enables you to Log and manage your interactions with clients via phone, email, SMS, WhatsApp, or other channels of your choice, with all interactions accessible from our dashboards for a bird’s eye view of client communications.
With timely alerts is a proven and effective tool for measuring, monitoring and improving sales processes specific to dealing rooms and act on business and market events, correlating trends with client data to capitalize on trading opportunities.
By logging and auditing all financial and non-financial processes, TraderWind achieves greater transparency, management and control over all client and dealer activities.
Leveraging powerful tools and insights, TraderWind helps dealers efficiency and punctuality and increased customer retention.
With an extensive set of APIs and per-defining integrations, TraderWind seamlessly integrates with disparate systems, with no changes to any existing systems and infrastructure.
