English 
金融经纪商
Asset Management Company
期货
Note: not in mainland China
Securities Broker
Solutions
金融公司数字化转型离不开CRM解决方案。BrokerWork是针对金融特定场景、为金融、证券、期货金融券商量身打造的CRM解决方案。通过客户终端Client Portal、代理终端IB Portal、内部管理后台Back Office三大终端帮助金融券商实现业务线上化、管理流程化、运营高效化，从而提高效率、降低成本。
Product features
Product Price
|
||
Available Brokerage |
||
| Brokerage Type | Small and Medium Brokerage | Medium and Large Brokerage |
| Brokerage Description | Company scale is 20~50 value customer relationship management and sales management process seek business process and management standardization |
Company scale is over 50 with integrated marketing and sales team focus on precise marketing and refinement operation |
| User Number | 200 Back Office User 2000 Client Portal User |
500 Back Office User 5000 Client Portal User |
Setting |
||
| Custom Brand Inforamtion | ||
| Custom UI | ||
| Custom Role Permission | ||
| Custom Security Setting | ||
| Custom Field Setting | ||
| Multi-lingual Support | ||
| Operation Logs | ||
| Origin Data Import | ||
| Origin Data Export | ||
Customer |
||
| Customer Basic Information Management | ||
| Associated Account Management （Trade Account, IB Portal Account, Customer Portal Account) |
||
| Customer Basic Dynamics （Follow Up, Operation History, Trading History) |
||
| Customer Segmentation （Static Segmentation, Dynamic Segmentation) |
||
| Sales Opportunity Management | ||
| Follow-up Record Management | ||
| Email Marketing | ||
| SMS Marketing | ||
Trading Account |
||
| Multi-system account management integration | ||
| Sensitive Information Synchronization Rule Setting | ||
| Account Opening | ||
| Customer Information Management （Basic Information, Financial Information, ID Information, Appropriateness Test) |
||
| Account fund management (Transfer Account, Credit Granting) |
||
| Account Basic Information Management （Login Status, Reset Password, Allow Modifying Password) |
||
| Account information management (Leverage, Group) |
||
| Account Abstract Query （Balance, Equity, Profit/Loss, Margin, etc.) |
||
| Inquiry of transaction records (Position Holding, Listing, Transaction History, Capital History) |
||
| Custom account information change notice (Credit, Funds, Margin Ratio, etc.) |
||
| Customer Segmentation （Static Segmentation, Dynamic Segmentation) |
||
IB Portal |
||
| IB Basic Information Management | ||
| IB Task Process （IB Registration, IB Commission Withdraw, etc.) |
||
| IB Commission Level Management | ||
| IB Commission Management | ||
| Custom Commission Mode | Daily Commission, Real-time Commission | Daily Commission, Real-time Commission |
| Custom Adjust Commission Parameters | ||
| IB Lower Account Information Query | ||
| IB Commission Report | ||
| IB lower Account Report | ||
Client Portal |
||
| Multi-platform account opening and binding | ||
| Basic business rules setting (Account Opening, Amount, Transfer, Leverage, Account Group, etc.) |
||
| Bonus Rule Setting | ||
| Appropriateness Test | ||
| Custom Login Page | ||
| Custom Registration Sheet and Process （multi-step） |
||
| Custom Navigation Menu | ||
| Customer Self-service Online Account Opening （Demo Server, Real Account, and Additional Account) |
||
| Customer funds management (Transfer Account) |
||
| Customer Self-service Basic Information Management （Reset Password, Adjust Leverage) |
||
| Customer Self-service Account Abstract Information Query | ||
| Customer self-service transaction record query (Position Holding, Listing, Transaction History, Capital History) |
||
| Account Information Exception Alert （Margin Ratio etc.） |
||
Task Approval Process（Task） |
||
| Client Task (Account Opening、Transfer Account、Adjust Leverage、Account Allocation, etc) |
||
| IB Task （IB Registration、IB Commission Withdraw and etc.） |
||
| Email Notification （Customer Task, IB Task) |
||
| Task Approval Setting | ||
| Customer ID Authentication | ||
| Customized notification rule (Amount, Account balance, etc.) |
||
| Custom approval process （multi-layer approval) |
||
| Sales Opportunity Management | ||
| Follow-up Record Management | ||
| Email Marketing | ||
| SMS Marketing | ||
Report |
||
| Custom Report View | ||
| Account report | ||
| Commission Report | ||
| Performance Reports | ||
| Report Download Center | ||
| Custom Report | ||
Business Intelligence (BI) |
||
| Customize my dashboard | ||
| Regular report subscription (email pushes daily, weekly, monthly and seasonly news) |
||
| Performance Index Analysis | ||
| Client target analysis | ||
| Trading target analysis | ||
| Capital Index Analysis | ||
| Source Conversion Analysis | ||
| Customer Ranking | ||
| Performance Ranking | ||
Open API |
||
| Basic Data Interface | ||
| User Interface | ||
| Trade Account Interface | ||
Deployment plans
BrokerWork提供3种部署方式，券商可根据实际需求灵活选择：SaaS、专享云服务器、本地化部署。
| Deployment plan | SaaS | Exclusive cloud server solution | On premise deployment Plan |
| Settlement Charge | $1000(套餐含) | $10,000 | $100,000 |
| Product cost | Base on the selected product version | Base on the selected product version | Included, unlimited number of users |
| Product version update | Free | Free if there is no customization | For free 2/year |
| Server and maintenance fee | Nil | $20,000 / Year Be responsible for cloud server fees |
Self-purchased server Maintenance service：$20,000 / year |
| Support for concurrency (approx) | Flexible expansion | 100 / second | Base on the self-purchased server setup |
| Server room | Unavailable | AliCloud or Amazon | self-selected |
| Customization | Not supported | Supported | Supported |
| Authorization of application and data base | shared service, no management permission | all on-premise deployment, no management permission | self maintenance |
| deployment time (Approx) | start immediately after product purchased | 5～7 manday | 7～14 manday (depending on the client's hardware & software limitations) |
Application Scenarios
CRM系统适用于金融经纪商、资产管理公司、证券公司、期货公司等金融机构。
Partners
We remember our original intention, and keeps long-term companion. We are your more stable and reliable partner.
