a adblue - complete crm solutions

complete crm solutions

fintech services / complete crm solutions

complete crm solutions

FinTech is one of the fastest moving sectors in the world of business today. FinTech involves the partnership of the old finance world with the new technology world combining the two worlds, you form a Financial Technology sector known as FinTech.

Ever since the rapid development of new technologies and the speed at which everything can move in the digital world, the financial sector has fallen behind in embracing technology until we entered the 21st Century. As the technology involving the Internet has grown, the need for new speedy components was becoming widely available at a low cost.

The new technological innovations and the Internet's access became wide globally, the need for change in major sectors was becoming evident. The financial sector was one area that was lagging in understanding how to use the new growing technology to its benefit.

As the financial industry realized that they could use the new developments in the technology sector to their advantage, the notion of the old way of doing business began to reshape with the introduction of Financial Technology (FinTech).

There are multiple ways the FinTech has helped everyone from big organizations to everyday customers globally, in areas such as in mobile banking, cashless purchases, web stock trading, and many other investment areas.

Building a relationship with our clients

An institution can possess the latest technologies in its arsenal for FinTech purposes; however, building a long-lasting relationship with clients’ needs to be achieved using those technologies. Without forming a solid relationship with clients, technology can complete part of the overall mission.

Using CRM to form long-lasting relationships

Customer Relationship Management (CRM) is a tool that many organizations use to track the customer's data and vital information. adblue's CRM system allows our clients to manage their customer data base and to respond to their inquiries in a timely manner. In a CRM environment, an input of what customer likes, dislikes, prefers, type of service they want, and a a lot of other information is stored in that can be recalled immediately when needed. The CRM system gathers to pull all the data while the clients are active online and runs sophisticated analytics to decipher the data.

CRM Security

adblue CRM platform offers a high level of security and verification process. To process all the incoming data, all the information is securely stored in our dedicated servers. The servers of FinTech institutions are a treasure chest for the malicious players on the outside. Our security system for the CRM platform is constantly monitored 24/7 to prevent such malicious access to our clients' data. Protecting our clients' data is something we take extreme seriously and pride in guarding it against illegal usage.

What separates adblue CRM to others?

Compatibility with other systems: adblue CRM API access provides an integration to be used with multiple trading platforms available today.

Extreme security: our flawless security system is monitored and protected against any intrusion by our live technicians and also the use of automated monitoring system which uses artificial intelligence.

Easy to use layout and simple to manage admin panel

Integrated with JSON REST API for easy integration to your or client's website

Admin Panel, Client and Manager's App
The manager can

Open and close accounts
Deposit and withdraw funds
Manage account settings
View account statistics
Subscribe and unsubscribe accounts

The administrator can

The same as the manager plus:
Manage all white label and sub white label accounts
Configure settings for allocations
Host the system on your server
Change settings for web interfaces
Manage the database
View logs and monitor errors
Manage the rights of managers
Manage network settings

The client can

Manage all white label and sub white label accounts
Configure settings for allocations
Host the system on your server
Change settings for Web interfaces
Manage the database
View logs and monitor errors
Manage the rights of managers
Manage network settings

Json Rest Api for integration in your website or client area
Our platform has a built-in JSON REST API that gives you access to a database with statistics and all functions of the platform for the integration of investment products into your website and Traders Room. You can now use our standard web-interfaces and iFrame to access the platform.