Omnichannel has long stopped being just a buzzword. Statistics show that omnichannel marketing can boost sales by 287%. Moreover, 74% of consumers use social media to help them decide what to buy, and as much as 80% are more likely to complete a purchase online with personalised experiences.
Online trading is no different. As traders turn to a multitude of social channels, from TikTok to Twitch, brokers face mounting pressure to deliver seamless, personalised experiences across as many platforms as possible. Unifying customer interactions is a strategic imperative now more than ever. AltimaCRM, arguably the most flexible and customisable Forex CRM built by Intivion, is at the forefront of this transformation.
Recently upgraded to include omnichannel communication, AltimaCRM enables brokers to streamline client interactions, boost engagement, and drive customer satisfaction across multiple channels.
The new standard in Forex CRM is omnichannel
Today’s traders expect to interact with the broker on their terms. Whether by email, SMS, live chat, WhatsApp, Telegram, or other digital media, brokers must be able to reach their clients via their preferred platform. By bringing together all these touchpoints on a single Omnichannel interface, AltimaCRM eliminates the risk of fragmented, mismanaged communications.
This new and improved CRM interface changes the game for brokers of all sizes. With a consolidated system that facilitates seamless client interaction management through various channels, including SMS, email, live chat, and beyond, AltimaCRM Omnichannel provides a single source of truth for support, marketing, sales, and compliance teams.
Doing so, the platform facilitates consistent, efficient, and real-time interactions between the broker’s teams and traders. This not only simplifies operations but also ensures that every trader receives the answer they need when they need it, which contributes to delivering a high-quality experience at every touchpoint of their journey.
Delivering a personalised experience
The hallmark of omnichannel communication is its ability to deliver a seamless, personalised journey for each client. AltimaCRM collects and analyses data from every interaction, offering a 360-degree view of customer preferences, behaviours, and needs.
Based on this complete perspective, brokers can tailor responses, anticipate traders’ requirements, and deliver personalised, timely information. This helps brokers nurture leads more effectively and easily than ever while increasing customer satisfaction and loyalty.
Boosting efficiency
In addition to improving customer experience, AltimaCRM’s omnichannel capabilities deliver tangible benefits. By managing client interactions through a single platform, brokers increase efficiency and stop manually logging interactions. This translates to streamlined workflows, lower administrative overheads, and more time to market.
Automation is yet another essential element of AltimaCRM’s offering. Automated workflows and AI-driven responses to frequently asked questions, such as onboarding steps, lead to minimal to no manual data input, reduced risk of human error, quicker response times, improved compliance, and more agile operation at scale.
High scalability and customisation
Scalability and customisation are the cornerstones of high-performance brokerage operations. Feature-packed, AltimaCRM comes with multi-language and multi-currency account support, advanced analytics, and smooth integration with top-tier trading infrastructures and payment gateways. This is what makes the omnichannel CRM platform highly versatile and customisable as your brokerage grows.
Additionally, its unified interface ensures that new team members can be onboarded quickly, with easy access to all historic client data and communication context. This reduces training time and accelerates productivity, helping brokers maintain their agility.
Going beyond the transactional benefits
The benefits of AltimaCRM’s omnichannel-powered platform go a long way. Below are some of its crucial advantages:
● Sustainable, meaningful customer experience across all channels
● Improved customer engagement, higher retention and conversion rates through personalised, real-time communication
● Streamlined operations front-to-back and significantly lower costs by consolidating tools and automating routine tasks
● Quicker client onboarding and better cross-departmental communication between brokerage operatives
● A holistic overview of brokerage operations with data-driven, actionable insights of every client journey
All these aspects make the difference between progress and standstill. Real-time responsiveness, trust, and personalisation are the key drivers of client satisfaction in online trading. AltimaCRM, with its advanced interfacing capabilities, is an asset to any broker and prop firm looking to champion customer engagement.
Visit the website to learn how the omnichannel Forex CRM can help your brokerage scale.
Omnichannel has long stopped being just a buzzword. Statistics show that omnichannel marketing can boost sales by 287%. Moreover, 74% of consumers use social media to help them decide what to buy, and as much as 80% are more likely to complete a purchase online with personalised experiences.
Online trading is no different. As traders turn to a multitude of social channels, from TikTok to Twitch, brokers face mounting pressure to deliver seamless, personalised experiences across as many platforms as possible. Unifying customer interactions is a strategic imperative now more than ever. AltimaCRM, arguably the most flexible and customisable Forex CRM built by Intivion, is at the forefront of this transformation.
Recently upgraded to include omnichannel communication, AltimaCRM enables brokers to streamline client interactions, boost engagement, and drive customer satisfaction across multiple channels.
The new standard in Forex CRM is omnichannel
Today’s traders expect to interact with the broker on their terms. Whether by email, SMS, live chat, WhatsApp, Telegram, or other digital media, brokers must be able to reach their clients via their preferred platform. By bringing together all these touchpoints on a single Omnichannel interface, AltimaCRM eliminates the risk of fragmented, mismanaged communications.
This new and improved CRM interface changes the game for brokers of all sizes. With a consolidated system that facilitates seamless client interaction management through various channels, including SMS, email, live chat, and beyond, AltimaCRM Omnichannel provides a single source of truth for support, marketing, sales, and compliance teams.
Doing so, the platform facilitates consistent, efficient, and real-time interactions between the broker’s teams and traders. This not only simplifies operations but also ensures that every trader receives the answer they need when they need it, which contributes to delivering a high-quality experience at every touchpoint of their journey.
Delivering a personalised experience
The hallmark of omnichannel communication is its ability to deliver a seamless, personalised journey for each client. AltimaCRM collects and analyses data from every interaction, offering a 360-degree view of customer preferences, behaviours, and needs.
Based on this complete perspective, brokers can tailor responses, anticipate traders’ requirements, and deliver personalised, timely information. This helps brokers nurture leads more effectively and easily than ever while increasing customer satisfaction and loyalty.
Boosting efficiency
In addition to improving customer experience, AltimaCRM’s omnichannel capabilities deliver tangible benefits. By managing client interactions through a single platform, brokers increase efficiency and stop manually logging interactions. This translates to streamlined workflows, lower administrative overheads, and more time to market.
Automation is yet another essential element of AltimaCRM’s offering. Automated workflows and AI-driven responses to frequently asked questions, such as onboarding steps, lead to minimal to no manual data input, reduced risk of human error, quicker response times, improved compliance, and more agile operation at scale.
High scalability and customisation
Scalability and customisation are the cornerstones of high-performance brokerage operations. Feature-packed, AltimaCRM comes with multi-language and multi-currency account support, advanced analytics, and smooth integration with top-tier trading infrastructures and payment gateways. This is what makes the omnichannel CRM platform highly versatile and customisable as your brokerage grows.
Additionally, its unified interface ensures that new team members can be onboarded quickly, with easy access to all historic client data and communication context. This reduces training time and accelerates productivity, helping brokers maintain their agility.
Going beyond the transactional benefits
The benefits of AltimaCRM’s omnichannel-powered platform go a long way. Below are some of its crucial advantages:
● Sustainable, meaningful customer experience across all channels
● Improved customer engagement, higher retention and conversion rates through personalised, real-time communication
● Streamlined operations front-to-back and significantly lower costs by consolidating tools and automating routine tasks
● Quicker client onboarding and better cross-departmental communication between brokerage operatives
● A holistic overview of brokerage operations with data-driven, actionable insights of every client journey
All these aspects make the difference between progress and standstill. Real-time responsiveness, trust, and personalisation are the key drivers of client satisfaction in online trading. AltimaCRM, with its advanced interfacing capabilities, is an asset to any broker and prop firm looking to champion customer engagement.
Visit the website to learn how the omnichannel Forex CRM can help your brokerage scale.
