Leading brokerage CRM management system
The leading brokerage CRM management system is used to manage customer KYC, trading accounts, deposits and withdrawals, etc. It provides brokerages with the greatest flexibility to customize their marketing promotion and commission mechanisms, and helps brokerages with digital management, standardized operations and marketing management innovation.
Private independent deployment, physical security and data isolation
Financial institutions have higher standards and requirements for data security. CRM applications and databases are installed on cloud servers that are independently controllable by brokerage firms, and physical isolation database security measures are adopted.
Open API provides brokers with more business scalability
We provide brokerage firms with API solutions to integrate or expand CRM with other systems or businesses of brokerage firms, such as login and third-party payment scenarios.
Flexible and customizable rebate and account sharing management system
Customize the number of promotion rebate levels and the commission parameters for each level; and everyone can set different commission parameters, providing brokers with maximum flexibility.
Powerful reporting and data filtering capabilities
Statistics and data query are very frequent and important usage scenarios. We provide powerful and diverse data reports and filtering functions to meet the different needs of brokerage firms.
Diverse user interaction and communication methods
Provides email, SMS, work order, telegram robot, online instant chat, in-site message and pop-up window to realize interactive communication between customers and brokers.
Know your customers and customize KYC content
Knowing your customers is a very important scenario for compliance supervision. Brokers can customize or customize different KYC content or projects for customers in different language countries.
Multi-domain strategy enhances access reliability
Set up multiple login domain names for the CRM system. No matter which one you click to log in, you will eventually access the same target, thereby enhancing the reliability of CRM access.
CRM user classification management and authority management
CRM users are classified into roles and different access permissions are set for different roles. On this basis, messages can be sent to designated roles, or third-party payment channels can be opened to certain roles.
Create unique promotional links for marketing channels
Create unique promotional links for different marketing campaigns, promotion channels or IB introducing brokers to measure marketing effectiveness.
Intuitive tree-branching customer relationship diagram
The complete and clear customer tree-branch relationship map provides brokers with intuitive and accurate superior-subordinate relationship query and retrieval services.
Useful account-wide filtering
Use the account scope feature to set data viewing permissions for CRM administrators to isolate or limit the scope of their data visualization, or use the account scope filtering function to query the data of all subordinates or umbrellas of a certain IB or user.
Multiple review mechanisms strengthen brokerage firms’ internal controls
Set up multiple auditors for KYC, deposit, withdrawal, leverage and commission audits to conduct review and audit to strengthen the internal management of the brokerage firm.
Integrated PAMM social custody trading model
The PAMM fund model is also known as the custodial trading model or the socialized trading model. It can be integrated into the CRM to facilitate the AMC business of securities firms.
Integrate MT4/MT5/Sirix/XForce/XOH and other platforms
With an open, international and inclusive service philosophy, HAAME has integrated with MetaQuotes’ MT4/MT5, Leverate’s Sirix, Fortex’s XForce and XTB’s XOH trading platforms.