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Description
Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals.
CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships.
CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships.
CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service.
CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions.
CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business.
Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.
Description
As technology continues to evolve at a rapid pace, both retail and institutional brokers, along with modern traders and investors, have heightened expectations for trading platforms to deliver exceptional experiences across various devices, including web, mobile, and tablets, while ensuring seamless access to multiple stock exchanges and markets, along with robust customization options and swift turnaround times for implementation. Dion’s TradeAnywhere offers comprehensive, adaptable, integrated, and intelligent trading solutions specifically designed for stock brokers and retail investors in India. Users can access the platform through either a web interface or a mobile app, allowing for secure and straightforward trading in equities, derivatives, and commodities via a user-friendly design. The system delivers trading functionalities and market insights across all major Indian stock exchanges and segments such as NSE, BSE, FONSE, CDNSE, NCDEX, MCX, MCXSX, IPO, MF, NCD, GOI, FD, and Non-Life Insurance, while also facilitating the trading of CFDs (Contracts for Difference) and enabling users to keep track of real-time market data. In this way, Dion’s TradeAnywhere not only meets but exceeds the growing demands of today's traders and investors, providing them with the tools necessary to navigate the complexities of the financial markets effectively.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
NexJ Systems Inc.
Founded
2003
Country
Toronto, Ontario
Website
www.nexj.com
Vendor Details
Company Name
Dion Global Solutions
Founded
1994
Country
India
Website
www.dionglobal.com/tradeanywhere.html
Product Features
AML
Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Customer Advocacy
Advocate Management
Campaign Management
Communication Management
Community Management
Gamification
Referral Tracking
Reporting/Analytics
Rewards Program
Social Engagement
Customer Engagement
Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content
Customer Experience
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
Customer Loyalty
CRM
Corporate Memberships
Customer Activity Tracking
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
Rewards Management
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Event Management
Attendee Management
Badge Management
Conferences / Conventions
Exhibit / Vendor Management
Gamification
Room Block Management
Social Media Promotion
Sponsorship Management
Surveys & Feedback
Ticketing
Volunteer Management
Weddings / Parties
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Social CRM
Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Live Chat
Marketing Automation Integration
Multi-Channel Social Integration
Social Media Monitoring
Task Management
Product Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management