
Underpinning the dashboards is the think IS HQ CRM module. The module accommodates a simple permission structure that allows you to segregate information at a partner or brand level and by individual operators who can be assigned specific permissions. This enables you to construct a service offering that is relevant to your team and company structure.
Based on the operators permissions the HQ CRM module allows you to:
• Access customer records that include recent trading and payment activity
• View customers portfolio as they see it on screen
• Send Communications
• Place trades on behalf of a customer
• Activate new accounts or decline new customer applications
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