The Financial-Market-Exclusive CRM
About CCFin Integration
With years of experience in the industry, CCFin realized early on that traders are one specific customer subset, which inevitably requires a custom CRM. After all, a trader’s name, address and last point of contact are hardly enough for a successful deal. This is where CCFin comes in to deliver a whole new chapter of financial-market-specific customer relationship management: from Trader to Sales, Marketing, and Task Management.
Convenient trader portal for instant information upload and verification
Full access to marketing campaigns, e-mails, promos and BI reports
Assignment and tracking of tasks, as well as specifically-developed internal and affiliate access pages for the perfect task management
Trading platform integration