UTIP CRM as a single tool for financial operation management

Financial operation management tools are an integral part of any brokerage activity in the Forex market. These tools have already proved to be effective for market players, making business processes streamlined.

The present article covers the basic functions of financial operation management implemented in one system — the UTIP CRM.

Requests as a main element of deposit operation management

Automatic verification helps to manage requests promptly, minimizes the risk of human errors and contributes to the trader’s positive experience.

The Requests table displays all the client requests for depositing and withdrawing in one place. This provides quick access to them, while filters make the search easier. The table shows the key information about the request, thereby passing over the necessity to open it in a full-fledged mode.

Working with traders’ accounts in the UTIP CRM

The UTIP CRM has integrated all important features that simplify the trader’s path from creating an account to making the first deposit and stepping up to live trading.

Using the UTIP CRM, employees are able to carry out various operations with traders' accounts in one system, i.e. creating, editing, or deleting, along with depositing and withdrawing funds.

In addition, the client card contains detailed information on the trader’s accounts and deposits, where the employee has a right to make alterations if necessary.

One place for trading operations

Each client card has a «Trading operations» section for viewing the history of deals, open positions and orders made by the market participant in real time.

All the necessary data showing the trader's open positions is located at the bottom of the table.

Reports on trading accounts

Dynamic reporting in the UTIP CRM is designed to create required documents that are consistent with new sales and marketing tendencies, visualized comparisons and risk management, with all the requirements being met. Moreover, it highlights weak points in the sales funnel process.

The report presents aggregate data on trading accounts over the selected period. It is possible to configure various filters to search for the information you are interested in. For instance, you are able to look through the trading details on active client accounts assigned to a certain manager over the last month.

Read more detailed information about the UTIP CRM on the UTIP website.