Client Servicing
Call Center
- Service internet oriented customers who need assistance
- Guidance in using On-Line Trading application (novice users)
- Unable to access system at this moment and need to check their trading platform and environment: positions, orders, alarms
- Login on behalf of customer and open customer trading platform
- After checks, eventually want to place orders or interact with platform
- New order or modify / cancel existing order
- Create / Cancel an alert
- Modify existing Watch List
Broker Trader
- Service non internet oriented customers who just need to Trade
- Quick Order Entry (just a few clicks on a page)
- Quick Order Management (cancel / modify)
- Executed Trades List
- Cash Transfer List
- Fastest order entry possible, customer position and market data appearing in the bottom as they are entered
Client support
- Customize notification channels (Web, SMS, Email)
- Customer password reset
- Account set-up or suspension