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.

Integrations

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Company Information

Lynxspa
Italy
www.lynxbroker.com/software-tools/trading-platform/

Videos and Screen Captures

Lynx Trading Platform Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Phone Support
Online

Lynx Trading Platform Frequently Asked Questions

Q: What kinds of users and organization types does Lynx Trading Platform work with?
Q: What languages does Lynx Trading Platform support in their product?
Q: What kind of support options does Lynx Trading Platform offer?
Q: What other applications or services does Lynx Trading Platform integrate with?
Q: What type of training does Lynx Trading Platform provide?

Lynx Trading Platform Product Features

Sales Enablement

Proposal Management
Performance Management
Contact Management
Training Management
Lead Management
Collaboration
Territory Management
Goals / Quota Management
Presentation Management
Document Management
Meeting Management
Content Management