Custom CRM for Online Trading and Brokerage
Private traders who work with individual clients face the same challenges as traditional business does: store and view great amounts of client information (personal, prospect, financial), client information management, reporting, workflow automation, analytics, forecasting, billing/invoicing, etc. CRM technology is crucial for the success of brokerage and online trading. In the past few years there has been a considerable change in the CRM methodology concept. Hence, more and more IT providers have started to develop and customize CRM solutions for the online trading and the brokerage industry so that they be easily integrated with other systems. Creating a comprehensive CRM system is complicated and very expensive, but it's becoming an essential investment. So, many companies prefer to use ready-made CRM solutions, but many features still require customization and integration to meet the specific business needs. There are some short reviews of ready CRM solutions ...