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ease
features
design
support

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Description

Finosoft delivers an innovative, user-focused omnichannel CRM solution tailored specifically for brokers, aiming to transform the back office operations within the brokerage sector. This cutting-edge integrative platform empowers brokers with comprehensive control over their CRM requirements, ultimately leading to improved management and outcomes. Concentrate on the essential aspects when they are most critical to your success. The system features an advanced multi-layer lead management tool that incorporates high-performance segmentation and automated calling capabilities. We prioritize enhancing client management effectiveness by utilizing complete customer profiles, streamlined workflows, and real-time trading updates. Additionally, users benefit from a versatile payment system that accommodates various offerings, alongside an intuitive document management system that includes an automatic and secure document verification process, ensuring compliance with regulatory standards while maintaining a 100% secure, permission-based framework. Finosoft harnesses the potential of technology to benefit our clients significantly. With unparalleled business intelligence solutions designed for brokers, we drive increased efficiency and simplify processes that truly matter in the industry. By choosing Finosoft, brokers can expect not only enhanced operational capabilities but also a partner committed to their success and growth.

Description

Accelerate your business growth by effectively measuring and monitoring your sales. A brokerage firm experienced a dramatic expansion from 6 to 600 sales representatives within a year by optimizing their sales operations with the Skale Customer Revenue Management Platform. By automating client interactions, they were able to reduce acquisition costs significantly while ensuring the safety of client data for peace of mind. Learn how to boost your revenue from $2 million to $8 million in just a year with an in-house sales team while maintaining a strong focus on security, privacy, and risk management. It's crucial to track compliance and regulatory requirements to ensure stability in your operations. Instead of dedicating 1-2 days each month for internal audits, streamline the process to under half an hour weekly with Skale's platform. With the Skale Forex CRM, you gain access to a comprehensive suite of tools that enables you to start trading immediately. It offers integrated marketing, sales, and retention features along with transparent MT4 integration, payment service providers, and a variety of cutting-edge FinTech resources. Not only is the Skale CRM highly customizable, but it can also be deployed in hours rather than days, ultimately enhancing profit margins while minimizing risk exposure. With such robust capabilities, businesses can thrive in a competitive landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Match2Pay
MetaTrader 4
Solitics
VoiceSpin
cXchange

Integrations

Match2Pay
MetaTrader 4
Solitics
VoiceSpin
cXchange

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$39 per user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Finosoft

Website

www.finosoft.com

Vendor Details

Company Name

Skale

Founded

2017

Country

Israel

Website

www.skalecrm.com

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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