Back Office System
Developed exclusively for FX Brokerages and Financial organizations.
With more than 10 years in the FinTech industry, Intivion specialises in providing customised CRM solutions, Client Portals, Websites, Cashier/PSP/Payment gateway integrations and other products to our clients in the financial industry.
Managing more than 50+ brands, Intivion is well placed to understand your requirements and delivery quality topnotch solutions to help you achieve your ROI and brand success.
We do not participate in market activities.
With our CRM, you can focus on your business and help your sales and retention staff to engage proactively with your clients and thereby maximise FTDs and Retention. Never lose track of your clients interaction. Keep a track of all activities and engagement with the clients.
Integrated with multiple trading platforms like MT4, cTrader, XOH, Sirix etc. with the ‘Single Wallet’ concept integrating a single customer profile with multiple trading platforms and multiple trading accounts.
Tight integration with Client Portal.
Access and Authorisation is an integral part of this CRM. If allowed, marketing or sales or back office can create accounts or handle payments (integration with the PSPs in-built) directly from within the CRM.
Includes many other features.