Account Application procedure comes equipped with a validation engine that helps you configure your Account Opening Application form(s) the best way possible for optimum lead conversion. On submit, users are filtered by an intelligent duplicate engine that help you observe suspiciously connected customers using multiple, configurable criteria thus reducing your risk.
Techysquad Traders Room can operate as a central Customer Profile and a single Wallet. Multiple Trading Accounts from Multiple Trading Platforms can be integrated with one Customer Profile and Wallet. This gives you great control over your customer’s Compliance and Financials and at the same time it offers the ultimate Digital Customer Experience to your customers.
Seamless two way integration with trading platforms, such as MT4 and MT5, in combination with the “central multi-currency wallet” concept integrated with multiple trading accounts and multiple trading platforms, Techysquad Trader’s Room Solution equips you with the necessary tools for offering the best digital experience to your customers, in an engaging way.
Providing our customers the opportunity to choose and integrate alternative payment systems that suits their personal needs so that their customers have the ability to complete their transactions online in a secure and seamless manner. Techysquad Traders Room comes readily integrated with the most popular PSPs which are intelligently configured and utilized. We can get you online in no time!
Customers can upload the personal information and documents required for compliance purposes before being allowed to start trading. You can configure the type of documents required from the CRM and customers will be notified to upload them easily from the Traders Room. Your Back Office and Compliance departments will receive them in your Techysquad Forex CRM.
Techysquad supports Multiple Trading Account creation under a single Profile. Customers can open multiple trading accounts under one profile in different currencies and different leverage levels. Users can transfer funds from their wallet to their trading accounts and back. If there are any fund transfer commissions on currency conversions and credit provision calculations are configurable.
From within their Traders Room Profile, your IBs can have access to their introduced clients and commissions . Commissions are consolidated and can also be analyzed. They also have access to marketing material, affiliate links and banners. From their Profile, IBs can also open their own Trading Accounts.
Using the Traders Room’s Online Support area your customers are able to communicate with you by sending messages and opening tickets. With the Live Chat they can have direct communication and personal service, since the interaction is real-time. Conversations are stored in the CRM.
Our Mobile Friendly User Interface (UI) provides all the modern UI controls required to develop a full-featured Online Client’s Area Application. Techysquad Traders Room is built on Twitter Bootstrap. All components and buttons can be skinned to match your brand identity.
Provide up to date price information of the relative values of different currencies and live MT5 Forex quotes as well as updates on Forex news using the latest client-based technologies. Everything is configurable through the back-office (CRM).
You can change the default Trader’s Room wording yourself, change the content, create general content pages and platform or other download links for your customers using a sophisticated CMS system built in with the platform.
Techysquad offers real-time Know Your Customer (KYC) and Anti-Money Laundering (AML) services utilizing 3rd party AI-based verification services, refine your customers’ experience through automated self service procedures.
With Techysquad you have the ability to create multiple brands connecting to the same CRM. Alternatively, you have the choice to implement multiple independent Techysquad CRM instances and consolidate the data in one Management Console.
The on-boarding process is geared towards increasing conversion rates. The wizard-based registration process provides an intuitive and user-friendly experience for new clients to seamlessly complete their registration with the Broker.