Audience
Financial institutions looking for a trading platform that helps manage d manage all sales processes
About Lynx Trading Platform
The Trading Platforms allow to control and manage all sales processes of banking, financial and insurance products, by a deep understanding of the various channels and a fully integration with back-end systems (both administrative and managerial). It is fundamental to overcome the “physical” barriers that have historically limited the three main involved operating areas through their consolidated management. Functions dedicated to the customer relationship management, covering all front-end needs through teller, call center or financial advisor. Innovation related to portfolio modeling and sales planning. It’s the information repository that feeds the channels area. It collects and summarizes all the information/events managed by the back-end. Innovation related to portfolio modeling and sales planning.
Other Popular Alternatives & Related Software
3D City
Our technological platform consists of two modules, a virtual and interactive 3D front-end, which allows to have a much more efficient user experience than those generated by traditional solutions and a powerful back-end that allows replicating the communication project to various cases of simultaneous use by multiple users and with a high level of modularity, scalability and content customization. Through the concept of visual Storytelling, the objective is to achieve the maximum ROI in internal and external communication processes (onborading, training, marketing, communication, sales, etc.).
Learn more
Veloxy
VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.
Learn more
Mobius Wealth
Mobius Wealth is a top-quality mobile wealth management app that integrates with your back-end system, allowing you to provide your clients with a compelling digital experience across all communication channels (web and mobile). Mobius Wealth uses data from your existing systems (wealth/investment management/trading platforms, market-data feeds) and compiles them into a single, attractive presentation, following the highest security standards. It is a native mobile with a front-end platform that can connect to any back-end system for the financial services sector. Portfolio monitoring and drill-down capabilities: holdings, performance, transactions. Full portfolio analytics and comparisons to model portfolios. Improved client service by allowing both RMs/FAs and clients to access information. White-labeled to promote the organizations’ specific brands and services to clients. Compliant with the highest web and mobile application security standards.
Learn more
Showpad
The Showpad Enablement Operating System® (eOS) unites marketing and sales teams to deliver revenue-driving experiences. Empower sellers with relevant content and training to engage buyers and run deals with confidence.
With content and sales tools all centralized on Showpad eOS®, sellers can adapt to buyer needs instantly — knowing they’ll always have the right answer at their fingertips.
Bring physical products to life in digital app experiences, from 3D models to 360° immersive showrooms, to enable more engaging in-person conversations. Plus, sellers can easily collaborate with decision-makers through comments and uploads in a Shared Space—a convenient and customized microsite that helps speed up the sales cycle.
Scale the winning behaviors of top sellers with Showpad Coach to deliver the onboarding, training, and coaching your team needs to become trusted advisors and exceed targets.
Learn more
Integrations
Company Information
Lynxspa
Italy
www.lynxbroker.com/software-tools/trading-platform/
Videos and Screen Captures
Other Useful Business Software
$300 Free Credits to Build on Google Cloud
Put your $300 in credit toward real workloads, then keep building with free monthly usage for 20+ products. No commitment and no charge until you upgrade.
Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Phone Support
Online
