Finosoft is a user-centered omnichannel CRM solution for brokers, designed to revolutionize the back office of the brokerage industry. The new integrative system gives brokers seamless control over all the CRM needs, for better management and better results. Focus on what matters, when it matters most.
We provides a multi-layer lead management system, including high performance segmentation ... Read More and call automation. Our focus in enhancing client management performance using full customer profile, workflow and real-time trading updates. In addition, you’ll get a flexible payment system that supports multi offering, easy to use documents management system, including automatic and secured document verification process in compliance with regulation requirements, and a 100% secured permission-based system. Close
Finosoft puts the power of technology to work for our clients. With the best in business ... Read More intelligence for brokers, we offer increased efficiency and streamlined processes that really matter. You will immediately derive benefits from a single view of trading, including profit and loss and customer reporting, and the ability to create the quick, detailed, drilled-down reports you need. With Finosoft’s advanced BI system, you can feel secure knowing you have a custom-made, customer-specific intelligent and powerful BI system working for you. Close
Finosoft is a high performance, custom made business intelligence reporting system. ... Read More The automatic system. The automatic system puts you in the driver’s seat with online monitoring and real-time alerts. Finosoft takes care of all aspects of your CRM needs. Instead of losing time over your CRM software, Finosoft saves your precious time, so you can stay in control. We know every second counts for brokers, and we make sure brokers don’t lose precious time on software challenges. CRM is supposed to make you a better broker, and with Finosoft you can focus on being one, with results to prove it. Close
Finosoft’s technologic transparency, including state of the art UI/UX that’s built to keep you ahead ... Read More of the game. Enjoy a fully-integrated all-in-one solution that’s always results-driven. Close
Get the full customizable solution for all your business needs, and experience the different ... Read More products as one complete and holistic package. Finosoft leads the revolution of the brokerage industry back office, to let you focus on your success. Simply because the only way we measure our success is by seeing our partners succeed. Close