Match-Commerce provides cell model of its Foreign exchange CRM

Cyprus primarily based buying and selling platform and tech options supplier Match-Commerce Applied sciences has unveiled plenty of enhancements made through the month of November to its Match-Dealer multi-asset buying and selling platform, which embody an array of options tailor-made for FX and CFD brokers.

The principle change famous by Match-Commerce is the introduction of the cell model of its Foreign exchange CRM. This pivotal improvement is on the forefront of a latest replace, highlighting Match-Commerce’s dedication to steady enchancment and innovation. It gives Brokers with versatile, on-the-go entry to essential CRM functionalities, considerably empowering them of their enterprise operations. Alongside this development, the newest replace additionally contains enhancements to the Match-Dealer buying and selling platform, the Shopper Workplace for merchants, and Match2Pay processing know-how.

Introducing the cell model of Match-Commerce’s Foreign exchange CRM

Match-Commerce’s Foreign exchange CRM is taking a big leap ahead with the introduction of a cell model. This new improvement focuses on the convenience of managing monetary transactions, resembling deposits and withdrawals, straight out of your cellphone. Quick entry to monetary operations means Brokers can promptly reply to consumer wants, approve transactions, and handle dangers successfully, with out being tied to an workplace or desktop pc. This facet is very essential for small groups who should be agile and responsive.

With the cell model, Brokers have 4 key tabs at their fingertips: Shoppers, Leads, Deposits, and Withdrawals. Customers can simply set time ranges, filter statuses, and type data to streamline their workflow. Moreover, the cell CRM provides complete analytical and administration options. This encompasses enhancing person information, reviewing buying and selling accounts, monitoring motion historical past, and managing funds, notes, and e mail communications. The cell CRM not solely enhances effectivity but in addition ensures Brokers can preserve a excessive stage of service and responsiveness, which is essential to profitable consumer relations and enterprise operations.

Advantages for Brokers:

The cell model of Foreign exchange CRM is a step ahead in delivering cutting-edge know-how to purchasers – it’s quick, intuitive, and user-friendly. Holding mobility as a precedence, Match-Commerce equips Brokers with a flexible device that ensures constant entry to their enterprise operations, enabling them to take care of management no matter their location. Moreover, the cell CRM’s utility extends to Dealer workers, particularly throughout direct interactions with purchasers. It facilitates fast updates to information or checks on transaction statuses, enabling a extra responsive and efficient consumer service. With this cell model, Brokers are geared up to deal with the calls for of Forex, making certain they’re at all times accountable for their enterprise operations.

Connection high quality indicator displayed on the Match-Dealer platform

In November, Match-Commerce targeted on enhancing the Person Expertise of its Match-Dealer buying and selling platform. Subsequent to the platform time, they’ve added a connection high quality indicator (ping). The indicator adjustments colors to mirror the connection velocity: pink for sluggish, orange for potential delays, and inexperienced for quick. Within the browser model, hovering over the indicator reveals detailed data (precise time in milliseconds). Moreover, this model features a “Test” button in an data popup to check connection velocity.

Advantages for Brokers:

The mixing of this new indicator considerably enhances the general expertise for platform customers by offering a direct evaluation of web connection high quality. For Brokers, this indicator reduces the variety of inquiries to buyer assist, improves operational effectivity, and strengthens their market place. Customers admire the intuitive, colour-coded interface of the indicator, permitting for straightforward monitoring of connection standing.

Altering the activation value of Pending Orders inside the Match-Dealer

This November, the corporate launched a big replace to its Match-Dealer buying and selling platform, permitting the modification of the activation value for current pending orders. Merchants can now edit the activation costs of those orders, marking a considerable development by way of flexibility and danger administration.

Advantages for Brokers:

This new characteristic reduces funding danger by permitting customers to swiftly regulate to market adjustments by enhancing their pending orders’ activation costs. Consequently, the buying and selling course of on the platform turns into extra environment friendly: traders not must cancel current orders and place new ones. As a substitute, they’ll merely modify the activation value of an current order, which is faster and extra handy. This enhancement not solely will increase buyer satisfaction and loyalty, as purchasers worth the power to flexibly handle their orders. This, in flip, results in elevated buying and selling exercise and doubtlessly larger revenues for Brokers.

High Movers Chart on the Match-Dealer platform

Match-Dealer platform expands its performance with a brand new, compact High Movers chart. This intuitive chart, out there in each a collapsed and expanded view, shows the dynamic value adjustments of chosen monetary devices. This progressive device saves time by shortly delivering key market information and facilitates the comparability and collection of essentially the most worthwhile funding choices at any given second.

Advantages for Brokers:

The brand new characteristic considerably enhances the effectivity of each skilled and novice traders in responding to altering market circumstances, thereby growing their possibilities of buying and selling success. Traders who actively commerce a number of devices will significantly really feel an enchancment, because it permits them to shortly establish essentially the most optimum funding alternatives at any time.

Including the Open Positions Export characteristic into the Match-Dealer platform

This November, Match-Commerce continued its efforts to boost the analytical capabilities of its options for Foreign exchange Brokers. The Match-Dealer platform now features a new characteristic: a button that enables the export of open place information in CSV and HTML codecs. Just like the prevailing export choices in different system tabs, this performance gives traders with important advantages in information administration and evaluation.

Advantages for Brokers:

This new characteristic vastly streamlines the method of amassing and analyzing buying and selling information. Entry to up-to-date details about open positions allows merchants to handle danger extra successfully and quickly adapt their methods in response to the ever-changing market circumstances. Moreover, the power to customise stories in accordance with particular person preferences facilitates the creation of exact and readable analyses. Furthermore, this characteristic opens up alternatives to share insights on open positions with different traders.

Enhanced Social Buying and selling subscription administration within the Shopper Workplace

Customers of Match-Commerce’s Social Buying and selling answer now get pleasure from better management over their positions. The corporate has prolonged the performance of enhancing the quantity allotted to an ongoing subscription and unfollowing with out closing positions to the Shopper Workplace interface. Beforehand, these actions have been solely doable by way of the Match-Dealer platform. When customers choose to finish their Social Buying and selling subscription within the Shopper Workplace, they’ll choose both “Unfollow Solely,” sustaining all open positions, or “Unfollow & Shut Positions,” which robotically closes all positions upon subscription termination.

Advantages for Brokers:

By enabling these functionalities within the Shopper Workplace, Brokers can provide their customers an enhanced expertise in managing their Social Buying and selling subscriptions. The convenience and comfort of this characteristic straight contribute to a extra optimistic notion of the platform’s usability. By facilitating a user-friendly and adaptable buying and selling setting, Brokers not solely improve consumer satisfaction but in addition doubtlessly entice a broader consumer base searching for refined but accessible buying and selling instruments.

Enhanced security measures in Foreign exchange CRM

Match-Commerce has upgraded its Foreign exchange CRM with an important enhancement to the account Timeline view. This new characteristic tracks the login historical past to each the Match-Dealer platform and the Shopper Workplace app, recording the person’s IP tackle with every login.

Advantages for Brokers:

For Brokers, this enhancement means considerably boosted safety and a extra environment friendly strategy to spot unauthorized entry. Centralizing information on this method simplifies consumer administration and provides an in depth view of their actions. Notably, the inclusion of IP tackle logging upon login aids in adhering to private information safety rules and native compliance necessities, making certain an entire account entry historical past. All these components make this new characteristic significantly helpful for Brokers searching for efficient instruments to handle safety and regulatory compliance within the fast-paced Foreign exchange market.

The brand new model of the Match-Dealer Supervisor app

This November, the corporate launched the up to date Match-Dealer Supervisor app, which is provided with progressive options that considerably ease brokerage enterprise administration. Upon logging into the app, all information is now immediately up to date, making certain entry to essentially the most present data. The first replace contains the real-time updates of income and margin ranges in step with present quotations, in addition to automated refresh of transaction information following any motion, resembling opening, closing, or enhancing transactions.

Advantages for Brokers:

Brokers utilizing the Match-Dealer Supervisor app achieve a considerable edge with the power to observe their purchasers’ income and margin ranges in real-time. This immediate updating permits for fast responses to market adjustments and simpler danger administration. Moreover, Brokers obtain automated notifications of all consumer actions, together with opening or closing positions. This characteristic enhances their understanding of purchasers’ wants and behaviours, permitting for extra tailor-made and efficient brokerage providers.

The Routing Guidelines Tab within the Match-Dealer Administrator

In Match-Dealer Administrator the corporate launched a big replace – the Routing Guidelines tab, which is solely out there for the Dealer Supervisor position. This tab allows Brokers to independently edit routing guidelines for his or her hedging accounts. Now, Brokers have the choice to pick symbols for hedging and to set routing schedules, permitting for exact planning of the hours and days for hedging consumer transactions.

Advantages for Brokers:

With entry to the brand new Routing Guidelines tab, Brokers achieve full independence in managing their routing guidelines. This implies they’ll now straight and shortly make adjustments to settings with out contacting the assist staff. This autonomy not solely accelerates the chance administration course of but in addition gives Brokers with better precision and the power to adapt hedging methods to dynamically altering market circumstances. Introducing this characteristic marks a step in direction of better autonomy for Brokers and eases their day-to-day administration challenges.

Lengthy Solely Mode performance within the Match-Dealer Administrator

As a part of the enhancements to Match-Dealer Administrator, the corporate has added a brand new parameter – Lengthy Solely Mode. When this characteristic is lively, traders are restricted to opening and shutting solely Purchase orders. The choice to put Promote orders is unavailable.

Advantages for Brokers:

The introduction of the Lengthy Solely Mode presents new alternatives for Brokers. Shoppers utilizing this characteristic can simulate the workings of the spot market, the place short-selling with out prior possession of the asset is inconceivable. This setting permits Brokers to supply their purchasers a singular buying and selling expertise that mirrors the traits of the normal spot market. It’s significantly interesting to traders keen on long-term funding methods. Implementing Lengthy Solely Mode allows Brokers to raised tailor their choices to their purchasers’ numerous wants and buying and selling methods.

Market Costs within the Buying and selling Tab of the Match-Dealer Supervisor App

This November, the corporate additionally upgraded the Match-Dealer Supervisor app’s Buying and selling tab to show real-time market quotes for chosen monetary devices. Brokers now have fast entry to the present bid and ask costs of every instrument straight inside the app, streamlining the order creation course of. This integration removes the necessity to exit the app to verify present costs.

Advantages for Brokers:

Brokers can now set exact activation costs for restrict, cease, and different order varieties by accessing up-to-date costs of chosen devices. This direct entry to pricing data considerably boosts the effectivity and accuracy of inserting orders by way of the Match-Dealer Supervisor app. By eliminating doable value discrepancies, this characteristic empowers Brokers to make swift and correct buying and selling choices, adapting seamlessly to market adjustments.

Simplified Login course of within the Match-Dealer Administrator

Match-Commerce has revamped the login course of in Match-Dealer Administrator with an up to date login interface. Now, Brokers can assign particular person names to their saved login credentials.

Advantages for Brokers:

The brand new characteristic of customizing login credential names considerably simplifies and accelerates the login course of for customers managing a number of accounts. With this replace, Brokers can now assign distinctive names to every set of login credentials, permitting for fast and seamless entry to completely different accounts. This enhancement streamlines the login expertise, making account administration extra environment friendly and user-friendly for Brokers dealing with quite a few accounts.

Stripe – Newest API Model Integration

In October, Match-Commerce up to date its integration with Stripe to align with its newest API model (2022-11-15). This improve allows Brokers to entry essentially the most present instruments and options, which aren’t out there in earlier API variations. This replace is very advantageous for brand new purchasers, provided that Stripe solely permits them to make use of the newest API variations, with out the choice to entry older ones.

Advantages for Brokers:

The important thing benefit is the acceleration of the transaction processing velocity, leading to quicker and extra environment friendly buying and selling operations on your purchasers. Furthermore, this newest integration ensures unprecedented ranges of safety, assuring that transactions are protected with essentially the most superior options within the trade. Upgrading to the most recent model of Stripe’s API marks a big step in direction of offering your purchasers with the most effective, most safe, and environment friendly fee options out there available in the market.



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