Exclusive: CPattern Ventures into Conversion, Compliance and Risk with Floor Management

One of the leading companies in the industry when it comes to automation of retention and conversion processes, CPattern announced today that it is venturing into a new area with the launch of its new product, Floor Management.

As the name implies, this piece of new tech is going to provide brokers with a variety of actions when to comes to monitoring their book and client database.

CPattern has been in the business of providing technology to brokers since 2009 and it has started with retention software. Its new expanded direction aims to accommodate broker needs for better monitoring of backend operations and conversely reduce costs and boost profitability when it comes to conversion, compliance, and risk.

Commenting on the launch, the CEO of CPattern, Oded Shefer, said: “The Floor Management concept fits well at this point in time, when Regulation Regulation Like any other industry with a high net worth, the financial services industry is tightly regulated to help curb illicit behavior and manipulation. Each asset class has its own set of protocols put in place to combat their respective forms of abuse.In the foreign exchange space, regulation is assumed by authorities in multiple jurisdictions, though ultimately lacking a binding international order. Who are the Industry’s Leading Regulators?Regulators such as the UK’s Financial Conduct Authority ( Like any other industry with a high net worth, the financial services industry is tightly regulated to help curb illicit behavior and manipulation. Each asset class has its own set of protocols put in place to combat their respective forms of abuse.In the foreign exchange space, regulation is assumed by authorities in multiple jurisdictions, though ultimately lacking a binding international order. Who are the Industry’s Leading Regulators?Regulators such as the UK’s Financial Conduct Authority ( Read this Term becomes stricter. As a complementary service to CRM, the Floor Management enables our clients to gradually automate crucial elements of their operation, module by module. The right amount of automation could have a significant impact on a broker’s performance”.

Some of CPattern’s existing clients like Mr Ibrahim A. Aita, Director at CMTrading, are sharing their impressions of the pernership: “We are working with CPattern for several years and this new concept of Floor Management is exactly what we need at this point. This system makes our lives much easier and enable us to speed up processes and handle a larger amount of events. The results are showing a significant operational improvement”.

Floor Management is a complementary service to a CRM solution, essentially optimizing back office tasks. As Acquisition Acquisition Acquisition means acquiring or taking possession or the securing of property, services, or abilities. To put it simply, it is the act or process of acquiring or gaining. You can acquire a work of art, you can acquire an ability such as speaking another language, you can acquire a business or shares in a company and you can acquire an accountant's service. For example, you can acquire a new car. In a broad sense, Acquisition can mean the act of taking ownership or possession of something. There Acquisition means acquiring or taking possession or the securing of property, services, or abilities. To put it simply, it is the act or process of acquiring or gaining. You can acquire a work of art, you can acquire an ability such as speaking another language, you can acquire a business or shares in a company and you can acquire an accountant's service. For example, you can acquire a new car. In a broad sense, Acquisition can mean the act of taking ownership or possession of something. There Read this Term costs are growing higher and compliance requirements are ramped up, brokers are after new approaches to optimizing their performance.