WconneX is a powerful CRM designed to enhance the efficiency of Brokers, driving improvements in sales and marketing efforts. Our secure platform offers streamlined management capabilities, enabling you to optimize workflows and elevate client interactions.
Analytics and Reporting Tools for Tracking Platform ROI
Advanced Security Features to Protect Your Platform
Loyalty Amplifier Program
Empowering Brokers to Engage Traders
Multiple Platform Support
Gain a panoramic view of your brokerage's global operations with a dashboard designed to master multi-platform complexity.
Real-Time Multi-Account Dashboard: Monitor all trading accounts in one place—track positions, sentiment, and performance across multiple platforms seamlessly.
Geographic & Device Intelligence: Analyze trader activity by country and device for deeper insights.
Analytic Dashboard
Transform raw data into actionable strategies with our intuitive, user-centric dashboard. It delivers real-time trader insights that empower your decision-making.
Risk Management
Effectively minimize risk with our real-time market insight alerts, designed to help you adjust spreads and leverage proactively. Take control of your risk management strategy and empower your decision-making with timely insights.
Management
Users Management
Users Footprint: Monitor user’s activities to track every action logins, client interactions, and administrative tasks.
Flexible Account Controls: Deactivate, delete, or temporarily suspend user accounts based on predefined system rules or user requests.
Roles Management
Define User Access with Precision: Roles determine what a user can do
Granular Permissions: Assign specific actions (accessing data, editing records, administrative tasks) to ensure users only interact with necessary features.
Financial Transaction
Effectively manage financial transactions with our comprehensive payment processing capabilities. Streamline various forms of payments, including credit and debit card transactions, and bank transfers. Ensures timely and accurate processing.
Communications & Marketing
Loyalty Program
Attract new traders with a compelling welcome bonus, while also implementing targeted campaign bonuses to reinforce loyalty among your existing clients.
Marketplace
Integrate third-party services to enhance functionality and streamline processes in the marketplace
Targeted News Distribution
Intelligent Targeting: Send market updates, alerts, and promotions to distinct client groups based on their level and status, ensuring your messaging resonates.
Multi-Channel Delivery: Push news via email, SMS notifications—all from dashboard.
Integrated Live Chat
Empower your teams to resolve client inquiries in real-time with our in-platform chat solution, effectively reducing email and ticket backlogs for enhanced productivity.
CRM That Drives Brokerage Excellence
Deepen client loyalty with personalized, timely engagement.
Streamline operations through automation and role-based workflows.
Scale confidently with a solution designed for brokers by brokers.