Empowering Brokerages with Excellence in CRM

WConnext 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.

Powerful CRM to Elevate Sales and Marketing Efforts

Communication Tools

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

a.  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.

a.  Transform raw data into actionable strategies with our intuitive, user-centric dashboard. It delivers real-time trader insights that empower your decision-making.

a.  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

User 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.

Role 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.