Brokerage relationships
go further
Every
conversation.
Connected to
your brokerage.
Calling, AI call analysis, omnichannel support and IB communities. Connected through your CRM.
People × Conversations × Opportunities
The conversation network
Four ways to stay connected.
A connected experience
One client relationship.
A connected experience.
Relationships
drive
opportunity
- Client record
- Conversation
- AI analysis
- Follow-up
CRM calling
Call from the CRM.
Keep the conversation
connected.Call from
your CRM.
Reach international clients without leaving your brokerage workflow.Connect with international clients.
- Calling alongside client records
Start calls directly from your CRM.
- International client conversations
Stay connected with clients around the world from a single workflow.
- Connected to AI call analysis
Bring call review into your AI analysis workflow.
CRM calling conceptExample client
From your CRM
Country examples shown. Availability to be confirmed.
Simulation only. No phone call is placed.AI call analysis
Illustrative analysis: the client is exploring the platform. A possible next step is a product walkthrough.
AI call analysis
Turn calls into
a clearer picture.Review calls
with AI.
Bring your AI engine into the call-review workflow.Bring call analysis into your client workflow.
Review call analysis alongside your client conversations.
Omnichannel support
One assistant.
Across your
support channels.Conversations
that stay
connected.
Connect customer conversations with an omnichannel support assistant.A more responsive brokerage with omnichannel support.
Support assistant
Support assistant
Illustrative support workflow
Telegram for IBs
Your IB community,
connected through
Telegram.Telegram for
your IB community.
Manage Telegram communities as part of your introducing broker ecosystem.
communities
Bring your IB communities together.
relationships
Strengthen connections across your network.
management
Keep everything in one place, alongside your workflow.
Platform
A complete brokerage
platform underneath.
Connect communication with your clients, trading accounts
and partner network.
More
connections.
A brighter
brokerage.
One platform
Stronger relationships
Security & partnership
Built for the work behind
every relationship.
Trust
enables
opportunity
Controlled access
Discuss user roles and multi-factor authentication.
Protected transmission
Discuss protection for sensitive data in transit.
Guided implementation
Configuration, training and ongoing support for your setup.
FAQs
Let’s make the details clear.
Questions
lead to
stronger
partnerships
How does CRM calling work?
Start calls from your CRM, alongside the client record. We can walk through the calling workflow in a demo.
Which countries and numbers are available?
Discuss your required destinations and number requirements with our team.
How does the AI analyse calls?
The AI engine analyses calls. Discuss the outputs, languages and review workflow you need during your demo.
Can we connect our support channels?
Talk to us about the channels you use and the support workflow you need. Integrations are confirmed for your setup.
How does Telegram fit into our IB workflow?
Telegram community management sits alongside your introducing broker ecosystem. We can explore your community requirements together.
Get in touch
Connect the next
chapter of your
brokerage.Connect your
brokerage.
Tell us about your CRM, calling, AI and
community requirements.
Better
conversations.
Bigger
opportunities.