Many brokerages rely on their IBs to introduce and educate traders. We met some of these IBs and listened to their story.
In many cases the Introducing agents are on a 24 hour / day duty of making and answering calls, often across multiple time zones or even countries.
Webinars aim to provide tools to both Brokers & IBs to communicate with clients directly, and even in a classroom setting, without paying long distance fees and not being limited by just voice.
Both brokers and IBs can create webinars.
Webinars created by a Broker can be attended by all traders, IBs, Money Managers, Investors or any other system users.
Webinars created by an IB can only be attended by the Traders introduced by that IB.
The process of setting up a back office and CRM has been easy and straightforward, thanks to Kenmore Design. Their development team has been with us every step of the way and communication has been effortless. Response time has been very quick.
The CRM has helped our management team stay one step ahead when it comes to handling tasks and clients, which has helped our business remain effective and efficient.
Support has been great. Kenmore Design is always right there when we need them to ensure that operations continue to run smoothly. They are always clear with us so that there are no misunderstandings.
In addition, their Multi-Tier IB support has the exact functionality we were looking for and is user-friendly, providing us with a reliable and easy-to-use system. Overall, we are quite satisfied with Kenmore Design’s products and exceptional service and can highly recommend them.
Call us: +1-617-381-4865