Audience
Companies and businesses looking for a CRM solution to acquire, convert, retain and monetize their operations
About BrokerIQ
The CRM tool specifically designed for finance, allowing you to acquire, convert, retain and monetize. Keep track of leads, and easily onboard clients. Thorough client overview allows for actionable communication. Make your KYC checks quick & easy. Leading eKYC providers are natively integrated. BrokerIQ’s KYC-based client statuses allow for effortless management and clear overview. Access fully logged KYC and document checks through exportable, dedicated reports. BrokerIQ supports integrations with all major PSPs. You get to pick who will be processing your payments. All transactions, internal and external, are recorded in BrokerIQ, giving you a complete picture of your business. Automate bonuses based on flexible client segment configurations, and bonus amounts, fixed, or percentage based with limits. BrokerIQ is integrated with industry-leading trading platforms. Keep the platforms you have, and easily expand to new ones.
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Company Information
TradeCore
Founded: 2013
United Kingdom
www.tradecore.com/brokeriq
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
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24/7 Live Support
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