Sneak Peak: Gold-i and TradeCore Partner to Launch Gold-i Broker 360
- Making its debut next week is Gold-i Broker360, a middle and back office solution covering compliance, CRM and marketing needs for brokers.
Set to be revealed next week at the Finance Magnates London Summit during the Product Launch session, Gold-i has partnered with TradeCore to create Gold-i Broker 360. Targeted at brokers, Gold-i Broker 360 is a back office solution combining a CRM, an automated customer onboarding solution and a trader Analytics Analytics Analytics may be defined as the detection, analysis, and relay of consequential patterns in data. Analytics also seeks to explain or accurately reflect the relationship between data and effective decision making. In the trading space, analytics are applied in a predictive manner in an attempt to more accurately forecast the price. This predictive model of analytics generally involves the analysis of historical price patterns that are used in an attempt to determine certain price outcomes. Analyt Analytics may be defined as the detection, analysis, and relay of consequential patterns in data. Analytics also seeks to explain or accurately reflect the relationship between data and effective decision making. In the trading space, analytics are applied in a predictive manner in an attempt to more accurately forecast the price. This predictive model of analytics generally involves the analysis of historical price patterns that are used in an attempt to determine certain price outcomes. Analyt tool.
Speaking with TradeCore CEO Stefan Pajkovic, Finance Magnates learned that Gold-i Broker360 was created using his firm’s underlying BrokerIQ technology. He explained that with Gold-i, they worked together with the goal of customizing the product to cover nearly every back office need of MetaTrader 4 brokers. In this regard, Gold-i Broker360 includes modules to assist with sales and retention, compliance and marketing.
To handle compliance, Pajkovic stated that the firm has partnered with ID verification providers. Using an automated solution, customers can upload their IDs and proof of residence, with Gold-i Broker360 then analyzing the information to meet Know Your Customer (KYC) Know Your Customer (KYC) Know Your Customer (KYC) is the process via which the broker is verifying the true identity of its clients in order to comply with multiple regulations. KYC is used to assess the suitability of customers when it comes to anti-money laundering regulations, any type of financial fraud and determining whether they are potentially risky for the brokerage.In particular, KYC guidelines in financial services mandate that individuals make a cohesive effort to verify the identity, suitability, and risks Know Your Customer (KYC) is the process via which the broker is verifying the true identity of its clients in order to comply with multiple regulations. KYC is used to assess the suitability of customers when it comes to anti-money laundering regulations, any type of financial fraud and determining whether they are potentially risky for the brokerage.In particular, KYC guidelines in financial services mandate that individuals make a cohesive effort to verify the identity, suitability, and risks ) and Anti-Money Laundering (AML) compliance requirements.
With regard to customer analytics, the product reviews customer information such as trading and deposit frequency to provide insight towards when they should be contacted by sales and retention teams. Brokers are also able to query requests for general and specific performance and customer reports. The information is then distributed through the CRM for broker staff to review.
Pajkovic explained that he believes that beyond the feature set, Gold-i Broker360 also offers brokers efficiency by limiting the IT staff needed to operate middle and back office technology solutions. He added that as a Software as a Service (SaaS) product, Gold-i Broker360 will be updated based on broker feedback.
Commenting on the coming launch of Gold-i Broker360, Tom Higgins, CEO of Gold-i, stated: “I was so impressed when I first saw TradeCore’s onboarding and CRM solution that I was keen to partner with them to fill a gap in our portfolio in this area. Just like Gold-i Visual Edge, it empowers brokers by providing them with intelligence to understand more about their clients and prepare appropriate strategies to help the brokerage to thrive. I am excited about launching Gold-i Broker 360 – it offers the most all-encompassing client insight report I have ever seen for this market and will be hugely valuable to MT4 brokers.”
Set to be revealed next week at the Finance Magnates London Summit during the Product Launch session, Gold-i has partnered with TradeCore to create Gold-i Broker 360. Targeted at brokers, Gold-i Broker 360 is a back office solution combining a CRM, an automated customer onboarding solution and a trader Analytics Analytics Analytics may be defined as the detection, analysis, and relay of consequential patterns in data. Analytics also seeks to explain or accurately reflect the relationship between data and effective decision making. In the trading space, analytics are applied in a predictive manner in an attempt to more accurately forecast the price. This predictive model of analytics generally involves the analysis of historical price patterns that are used in an attempt to determine certain price outcomes. Analyt Analytics may be defined as the detection, analysis, and relay of consequential patterns in data. Analytics also seeks to explain or accurately reflect the relationship between data and effective decision making. In the trading space, analytics are applied in a predictive manner in an attempt to more accurately forecast the price. This predictive model of analytics generally involves the analysis of historical price patterns that are used in an attempt to determine certain price outcomes. Analyt tool.
Speaking with TradeCore CEO Stefan Pajkovic, Finance Magnates learned that Gold-i Broker360 was created using his firm’s underlying BrokerIQ technology. He explained that with Gold-i, they worked together with the goal of customizing the product to cover nearly every back office need of MetaTrader 4 brokers. In this regard, Gold-i Broker360 includes modules to assist with sales and retention, compliance and marketing.
To handle compliance, Pajkovic stated that the firm has partnered with ID verification providers. Using an automated solution, customers can upload their IDs and proof of residence, with Gold-i Broker360 then analyzing the information to meet Know Your Customer (KYC) Know Your Customer (KYC) Know Your Customer (KYC) is the process via which the broker is verifying the true identity of its clients in order to comply with multiple regulations. KYC is used to assess the suitability of customers when it comes to anti-money laundering regulations, any type of financial fraud and determining whether they are potentially risky for the brokerage.In particular, KYC guidelines in financial services mandate that individuals make a cohesive effort to verify the identity, suitability, and risks Know Your Customer (KYC) is the process via which the broker is verifying the true identity of its clients in order to comply with multiple regulations. KYC is used to assess the suitability of customers when it comes to anti-money laundering regulations, any type of financial fraud and determining whether they are potentially risky for the brokerage.In particular, KYC guidelines in financial services mandate that individuals make a cohesive effort to verify the identity, suitability, and risks ) and Anti-Money Laundering (AML) compliance requirements.
With regard to customer analytics, the product reviews customer information such as trading and deposit frequency to provide insight towards when they should be contacted by sales and retention teams. Brokers are also able to query requests for general and specific performance and customer reports. The information is then distributed through the CRM for broker staff to review.
Pajkovic explained that he believes that beyond the feature set, Gold-i Broker360 also offers brokers efficiency by limiting the IT staff needed to operate middle and back office technology solutions. He added that as a Software as a Service (SaaS) product, Gold-i Broker360 will be updated based on broker feedback.
Commenting on the coming launch of Gold-i Broker360, Tom Higgins, CEO of Gold-i, stated: “I was so impressed when I first saw TradeCore’s onboarding and CRM solution that I was keen to partner with them to fill a gap in our portfolio in this area. Just like Gold-i Visual Edge, it empowers brokers by providing them with intelligence to understand more about their clients and prepare appropriate strategies to help the brokerage to thrive. I am excited about launching Gold-i Broker 360 – it offers the most all-encompassing client insight report I have ever seen for this market and will be hugely valuable to MT4 brokers.”