A new release of the UTIP CRM 2.35.0 provides updates to the “Authorization”, “Customers” and “Overview” modules, adds a new condition for duplicate detection and implements API documentation version 3 for lead generators. The UTIP Trader’s Room 2.24.0 features an option to create preset deposit values.
UTIP CRM: updated «Authorization», «Clients», and «Overview» modules
In the client card, the pages «Authorization», «Customers» and «Overview» have been entirely moved to the React. This brought about a faster and more responsive interface. The page design has also been updated, and the performance has been improved.
UTIP CRM: new condition for customizing duplicate management
A new condition for duplicate detection has been added to the settings. Now the setting is more flexible due to having several criteria for duplicates: phone or email, or both at once. This setting allows reducing the number of duplicates on the client’s project based on their business processes.
UTIP CRM: API documentation update to version 3
The APIv3 documentation improving interaction between a lead generator and the broker’s UTIP CRM has been implemented. APIv3 allows more flexibility in customizing the work of a lead generator with the broker, eliminating unnecessary steps and requests.
The new version includes the requests necessary for a lead generator, such as «Get a list of statuses», «Get a list of countries», «Get a list of additional fields». The requests may be executed by a lead generator with one unique API key. This guarantees the safety of customer data.
UTIP Trader’s Room: option to customize preset amounts for deposit
A broker can contact the UTIP technical support team and require setting the value they need for a trader’s deposit. If the preset values stay unchanged, the preset amount will be formed on the basis of the trader’s last deposits.
Please feel free to contact our sales department, if you need any further information on the UTIP CRM 2.35.0 and UTIP Trader’s Room 2.24.0.
Stay tuned for more updates in the »News» section on our website!
Dubai World Trade Center will be hosting the largest event of the Forex industry — Forex Expo 2023, on September 26-27. The upcoming exhibition brings together traders, brokers, investors, and fintech service providers from all over the world. Attendees will be able to gain invaluable insights into the latest industry trends, share their expertise, and uncover new ways to interact with clients and partners.
This event is a great opportunity for us to build new partnerships and present you a wide range of UTIP products. In the meantime, we are focused on promoting the UTIP CRM and trading platform. Visit booth №144 to meet our team, learn about recent product developments and find out all the important information first hand.
See you at Forex Expo 2023!
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Money Expo India 2023 happening in Mumbai on 12-13 August, has been successfully held for everyone who’s engaged in the Forex industry. The event united more than 2000 participants, i.e. brokers, traders, liquidity providers, lead generators, payment system representatives and other service suppliers. Money Expo attendees focused on building new partnerships; brokers demonstrated how to deal with account opening and Forex itself. Meanwhile, platform providers were showcasing their software know-hows to brokers.
UTIP Technologies Ltd. experts presented the CRM system with its advantages from an optimization standpoint. Moreover, we brought the UTIP platform and our adjacent partnership programs into the spotlight of the new market.
We have gained a rewarding experience of meeting new prospective clients who made interest in the UTIP updated partnership programs. In the short term, our clients will be offered with new payment solutions, lead generators and other services designed for brokers.
Mila Pavlogradskaya
Lead Manager of the Partnership Department
