This release includes several new features, improvements and bug fixes. This is a free update for all CurrentBusiness license holders. Below is a list of notable and new features: NEW FEATURES Denied Client Request Note When denying a client request an associated note is now created with the reason for denial and the transaction number of the request that was denied. Partner Access Levels There are now two access level options for Partners. The “Limited” option does not allow Partners to access client details, while “Full Access” grants Partners complete access to client details. Authorized Admin IP Addresses… read more →
Wikipedia defines a CRM as “a system for managing a company’s interactions with current and future customers. It often involves using technology to organize, automate and synchronize sales, marketing, customer service, and technical support.” Sounds great right? Organize, automate and synchronize… So why are many Forex brokers not only using a CRM to manage and keep track of their business, but also Excel spreadsheets, platform managers, cloud services and other software? Isn’t a CRM supposed to automate and synchronize everything? The truth is they don’t… But why not? CRM’s are… read more →
This release includes several new features, improvements and bug fixes. This is a free update for all CurrentBusiness license holders. Below is a list of notable and new features: NEW FEATURES Denied Client Request Note When denying a client request an associated note is now created with the reason for denial and the transaction number of the request that was denied. Remove Team Leaders You now have the ability to remove a team member from the Team Management edit popup. Branded Favicons Favicons have been implemented for all organizations. A… read more →
CurrentDesk is excited to announce that NETELLER has been integrated into CurrentBusiness. NETELLER is a globally recognized name in merchant services for the brokerage industry. They currently operate in over 200 countries as one of the largest independent money transfer companies in the world. NETELLER is also a member of the Financial Conduct Authority in the UK and maintain the highest standards with regards to anti-money laundering, fraud protection and security of funds. This integration allows clients to fund their account directly within the CurrentBusiness client portal without ever being… read more →
Come meet us at FXIC LATAM 2015 on February 10, 2015 which is being held at Marquis Reforma in Mexico City, Mexico. Staff members will be available to discuss the challenges that brokers face and to present CurrentDesk’s solutions. We have started scheduling personal demonstrations of both CurrentBusiness and CurrentRisk. CurrentBusiness is our integrated CRM, back office, treasury and compliance system while CurrentRisk is our reconciliation and risk management tool. If you would like to book a time slot please schedule a demonstration or contact us at +1 (646) 568-5864.… read more →
