How CRM software upgrades a FinTech corporate?

ATFX

Publish date: Mon, 11 Apr 2022, 12:19 PM

CRM enablement

CRM (Client Relationship Management) is an information system bridging up different departments horizontally and networking top management and front-end salespersons vertically. It is not only a data lake but also the prime controller of operation flow enhancement and optimization. As a famous world-renowned forex broker, ATFX has been working with Salesforce, a listed CRM software company in the States, for more than five years. Apart from the basic function, ATFX CRM team was formed upon the launch of CRM software and has developed a number of additional functions tailor-made for forex broker business, namely, risk alert for investors, pipeline reminders for salespersons, visualized analytic reports for sales managers, “Livechat” (i.e. digital engagement in Salesforce) channel for customers and finally the approval process management for liaison among different departments. With CRM software, ATFX has managed to fulfill the following objectives: minimizing manpower as well as human mistakes, enhancing user experience and boosting sale performance within the first two years.

FinTech enablement

To keep its leading competitive edge, ATFX stepped ahead with FinTech, which includes Big Data, Blockchain, and NFT. The accurate raw data provision by Salesforce is the key to our success in FinTech. As the data warehouse or data lake, Salesforce, with its huge structured data for improving customer analysis, predicts the highest possible outcomes through Big Data modeling and analytic tools. It provides us with a precious estimation of customer behaviors like the willingness of impulse deposit, open trade, or application of copy trade provider role.

ATFX enablement

ATFX has spent several years establishing a strong CRM team integrating the system into the company business and making full use of CRM software for internal operation flow refinement.

Well-equipped with CRM software, ATFX has been enjoying a boost in its revenue in recent years, and even in the future. After all, it is the market roadmap, as well as our roadmap.

Lok Chung Kwan, Taky

Associate Operations Director

ATFX is a co-brand shared by a group entities including:

AT Global Markets (UK) Ltd is authorized and regulated by the Financial Conduct Authority (FCA) in the United Kingdom with registration number 760555. The Registered Office: 1st Floor, 32 Cornhill, London EC3V 3SG, United Kingdom.
AT Global Markets LLC is a Limited Liability Company in Saint Vincent and the Grenadines with company number 333 LLC 2020. The Registered Office: 1st Floor, First St. Vincent Bank Bldg, James Street, Kingstown, St. Vincent and the Grenadines.
ATFX Global Markets (CY) Ltd is authorized and regulated by the Cyprus Securities and Exchange Commission (CySEC) under the license no. 285/15. The Registered Office: 159 Leontiou A' Street, Maryvonne Building Office 204, 3022, Limassol, Cyprus.
AT Global Markets Intl Ltd is authorized and regulated by the Financial Services Commission with license Number C118023331. The Registered Office: Suite 207, 2nd Floor, The Catalyst, Silicon Avenue, 40 Cybercity, 72201 Ebène, Republic of Mauritius.

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