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LeanWork, Leading Financial CRM
Focuses on building CRM for financial industry
Nearly 1000 financial institutions have chosen LeanWork
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Nearly 1000 financial institutions have chosen LeanWork
Why choose LeanWork?
Perfectly covers the three major roles' usage scenarios of the financial industry, effectively boosts your financial business growth, and has a sales management terminal tailored for B2B companies to make growth easier.
Broker Work , CRM tailored for brokers
- Supports IB, Personal recommendations, digital marketing and other client expansion model
- Multiple commission models can be defined flexibly. Support multi-level IB management and automatic commission.
- Thoroughly covers the workflow of financial industry practitioners, making work simple and efficient
Dashboard
Auto-rebate
Customer Segmentation
...
Flexible and powerful account management terminal
- Multi-terminal adaptation brings the ultimate interactive experience for the usage scenarios of each end
- Powerful custom branding to meet your individual needs
- Multi-account one-stop management
- Push information, built-in documents and other ways to help new traders grow rapidly.
Rapid Account Opening
Rapid Registration
Beginner Study Center
...
Financial brokerage portal for IBs
- Exclusive promotion link, automatic allocation to outline the complete IB operation hierarchy
- Client relationship management to construct full customer persona, and effectively promote your business
- Fast, convenient and reliable online commission withdrawal
- Detailed commission report, to trace every single piece of commission.
Exclusive Promotion Link
Dashboard
Commission Withdrawal
...
How to stand out in a competitive environment? You need a solution that works best for you.
LeanWork provides solutions for two types of scenarios: brokerage business management and B2B business sales management, which are simple, safe and efficient, and has won the trust of over 500+ financial/enterprise institutions
Brokerage Solutions
One-step to meet brokers, agents, traders and other multi-role use needs
We support optional versions. Do not need to choose the most expensive one, only the most suitable one
Brand information is fully personalized, effectively conveying your brand influence
The choice of 500+ financial institutions. Let growth begin now
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B2B Enterprise Solutions
Comprehensive dashboard data helps you make good use of data analysis, thus bid farewell to the era of intuitive decision-making
Flexible organizational structure helps manage all the complex organizations
Clear sales targets will reduce opportunity loss, and significantly increase target achievement rate
Smart client management and sales automation improve user experience and promote your sales performance
More…
We remember our original intention, and keeps long-term companion. We are your more stable and reliable partner.
500+
Financial institutions
Chose LeanWork
50000+
Financial industry practitioners
Using LeanWork CRM
80000+
Traders
Are using LeanWork client portal
5 Years
Ingenuity
Focus on product polishing and service to make you have a better experience
