CRM for Stock Brokers

Increase revenue, boost lead conversion

Distribute, track, and manage trading leads in real time.

Augment new customer acquisition and application completion ratios

Complete trading inquiry capture

Swiftly capture trading and account creation inquiries from various offline and online channels. These channels are digital, phone calls, email, social media, financial marketplaces, and more. With automated screening at each step, your teams will never waste a moment on poor-quality inquiries.

Self-serve application forms and portal

Provides a seamless application experience for your trading prospects. You can either integrate your application forms and portals to capture applications with our CRM or use our user-friendly forms and portals. OTP verification helps to filter out junk requests. The application can be resumed anytime.

Direct application drop-offs to the call center

Directing drop-offs to your call center instantly encourages application completion rates. For instance, if a prospect drops off on page 7 in an 8-page application form journey, the chances to complete the application with an agent’s help are high and prevent leakage.

Track application drop-off via a report

Provide reports on the details of the application status for the traders, including the pages with the highest drops, the rates of progression, and drop-offs to identify the leakages in your current application process and take corrective measures.

Capping logic to limit lead distribution

While distributing leads based on any criteria, you can set capping logic as well. Capping ensures that agents are not assigned more leads than they can manage and compromise on quality.

Distribute leads across regions, teams, and salespeople automatically

Inquiry distribution based on predefined logic

Set logic to distribute leads to the call center team in case the application is not completed online. And finished applications to the application processing team for decisioning. This helps in increasing the efficiency of your team and reduces overall TAT.

Empower your sales teams through a sales execution platform

Define the sales process for your teams to follow

Certain sales managers have unique sales techniques and do not follow standard sales process. With our CRM, they can define the task sequences needed for a sale, specify their teams’ targets, and outline their sales process. This ensures high productivity because the teams know exactly what to do.

Automate your team’s daily schedule

Make your team super-productive by organizing their day and route plans. Salespeople would always know their work for the day in order of priority, goals for the day, along with the most ideal routes planned for them. This allows them to concentrate on meeting more clients, and closing more deals, leaving no room for error.

Nudge to perform better

If an agent is underperforming, the system challenges them to do better and sends them encouraging notifications. For instance: “Two additional meetings per day are needed to meet your target.”

Monitor call quality and suggest corrective actions

Allow the quality management team to monitor your agent calls in real-time or randomly and score agents based on several predefined parameters. Build a quality checklist and identify high and low-quality calls, set benchmarks for agent training, and suggest corrective actions for agents.

Define success benchmarks for your team

Set success benchmarks for your agents based on the best possible call center outcomes or on the average performance of the team. Measure the performance of each agent against the set benchmarks to identify the best agents and train new agents fast and efficiently.

Boost conversion & retention rates with marketing automation

Prospect segmentation and nurturing

Segment your prospects and customers based on criteria like the products they are interested in, the stocks they are trading, the status of their applications, account types, demographics, location, financial status, credit history, etc. Maintain relevant messaging across all communication channels basis this segmentation.

Cross-sell/Upsell opportunities

Get automatic recommendations of add-on products. For example, an equity customer with good financial records and disposable income can be pitched additional stocks to add to his portfolio or can be proposed to invest in Commodities if he implies an interest in it.

Reports and Dashboard

Provide customizable dashboards and reports on the performance of your processes, teams, and channels - Overall Performance Reports, Team Performance Reports, and Source Performance Reports.