SWITCH YOUR TRADITIONAL

OPERATION MANAGEMENT

SYSTEM TO AUTOMATED INNOVATIVE SOLUTION
  • Efficient customer support through innovative tools.
  • Effective leads, clients on-boarding and affiliates management.
  • Seamless contest, analytics and social trading platform management.
  • Reducing cost on CPA & CPL.
  • Complete automation of backend workflows.
  • Fast-paced compliance management through In-built KYC.

HOW IT WORKS

Operation management is the forefront solution developed to automate the backend & CRM procedures of the finance companies. With in-built internal KYC and easy integration option, it fits perfectly into the needs of a broker and can serve as an innovative yet ideal solution.

CUSTOMER

CLIENT
PORTAL

OPERATIONS

CRM USER

Based on the varying requirements of the top brokers in the region, our Operation management system has enabled brokers to reduce their IT spend by almost 40-60%.


Explore features

Broker365-Operation solution is specifically for the finance sector with built-in Automation to eliminate redundant processes, standardizes business workflows and provides compliance with our operational risk mandate so you have more time to focus on your customers.