Finstek Advanced Members Area and CRM Solution
Automate your onboarding process and convert more clients and partners
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Automate your onboarding process and convert more clients and partners
Finstek Members Area and CRM solution is designed to allow brokers and financial institutions automate their client onboarding journey and verification process, with a fully compliant e-KYC and e-AML integration modules, and help them manage their client and IBs relationship, and business metrics in one place.
CRM Software
Tailored for marketing and business consulting firms, our CRM system is designed to streamline operations, enhance client relationships, and drive business growth. With intuitive features and customizable solutions, our platform empowers firms to manage leads, track sales pipelines, and deliver targeted marketing campaigns with ease. From client acquisition to retention, our CRM solution provides comprehensive tools to optimize every aspect of your firm's operations, ensuring efficiency and success in today's competitive market.
Finstek Smart Members Area Key Features
User Friendly Client Interface
Provide your clients with an easy to navigate dashboard allowing them to manage their trading accounts with ease.
Fully Compliant and Automated e-KYC and e-AML Modules
Our Members Area allows you to integrate to major electronic KYC and AML providers enabling you to automate your client onboarding and verification journey, saving you money and time.
Multitude of Payment Service Providers and e-Wallet
Take advantage of already integrated and most popular payment service providers (PSPs) and Finstek e-Wallet solution, allowing your clients to manage their fund operations smoothly and quickly.
Dedicated Mobile Application
Allow your clients to create new accounts, deposit, withdraw and transfer funds between their account from the palm of their hands.
Integrated Social Trading, MAM, and Copy Trading
Provide your clients with a cutting-edge Social Trading, MAM and Copy Trading solution with clear display of Master Traders performance and ranking.
Advanced IB Area and Flexible Multi-Level Setup
Enjoy easy setup of Master IBs and Sub-IBs. Provide your IBs with more insights to their clients, allowing them to optimise their performance and bring more value to your business.
Flexible Integration with Multiple Trading Platforms and Service Providers
Fully integrated with several trading platform such as MT4 and The Edge, KYT (Know your Transactions) solution providers, CRM and Marketing Tools and many more.
Business Insights and Reporting Module
Track your clients’ and partners’ activities through our automated data analytical solution. Access all the data you need to manage your business effectively. Provide extensive reporting access to management, sales, marketing and IBs.
Customisable Bonus Module
Fully flexible and customisable bonus system, allowing you to generate more business by offering attractive promotions.
Security and Anti-Fraud System
Allow extra secure 2 factor authentication access to the system. Block certain or all functions for a specific or a group of abusers. Keep historical logs of user actions to keep track of every event. Enjoy more security features that enable you to offer a trusted service to your customers.
sales@finstek.com
+44 330 822 6201