ProximoCRM

In today's fintech world, Time-to-Market is a crucial success factor. Independent infrastructure development can take years and require huge investments. In this article, we will look at how to launch your own brokerage business as efficiently as possible using ProximoCRM expertise and technologies. Who are ProximoCRM? ProximoCRM is an international technology company specializing in the creation of software and infrastructure for fintech projects. Unlike classic software vendors, the company offers a comprehensive ecosystem for brokers. Key components of the platform: Intelligent CRM system: A specialized core customized for the needs of the brokerage sales and customer retention department. Personal Account (Client Area): A modern and intuitive interface through which traders manage their accounts and transactions. Integration with trading platforms: Support for leading terminals such as cTrader and TradeLocker, which provides customers with access to deep liquidity and instant execution. Marketing automation and KYC: Built-in modules for user verification and financial monitoring tools. Advanced management and marketing capabilities To ensure full control over operational activities and business scaling, ProximoCRM includes a number of powerful tools: HR Task Management Engine: A powerful internal process control system that allows you to set tasks for employees, track KPIs for sales and support departments, and optimize staff workload. Email Distribution module: A built-in tool for direct communication with the customer base, which allows you to set up automatic email chains, notify about promotions and maintain a high retention level. Our own technical support module: An integrated system of tickets and customer assistance, which allows us to process trader requests directly inside the CRM, ensuring a high response rate and saving the entire history of correspondence. Module IB (Introducing Broker): A full-featured multi-level partner program for expanding the agency network. The system allows you to automatically calculate rewards for partners, track the effectiveness of referral links...