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.
… Kenmore Design have been able to develop security systems and integration of already in use suppliers as well as customize the whole back office to give our customers an almost android user-friendly learn-as-you go feeling. The CRM has helped our management team to verify that every member of our team is doing what they need to do as well as ensure that no customer is ever forgotten. As a result we have been able to increase our client base while keeping our support team small. This in itself will have our new back office paid for within 4 months.
Support has been awesome, the whole team … Read the rest