The UTIP CRM 2.31.0 has been updated with a feature of arranging work with lead generators and automatic trading account opening when registering a trader in the CRM. A division of rights into the Export and Import of the clients’ information is now available for Administrative staff. The UTIP Trader’s Room 2.20.0 has also been updated with a «News» widget.
The UTIP CRM: Lead Generation
A broker is now able to arrange work with lead generators via a recently appeared “Lead generation” section. It is geared to optimize API requests performance and speed up the integration.
To ensure the interaction between lead generators and traders, we offer the »Requests» option whereby the lead generator obtains customer data directly. Moreover, our system includes a Postback functionality designed for the lead generator to automatically receive information on the event completed, i.e. the first deposit.
The UTIP CRM: Other updates
The feature of automatic account opening when switching from a lead to the trader via the UTIP CRM has been introduced. It is geared to streamline the process and work of the employees.
A division of rights into the Export and Import of the clients’ information is now available for Administrative staff. Thus, the customer database will be secure upon the employees’ right to import clients.
The UTIP Trader’s Room: «News» widget
The »News» sections is now available for a prompt and easy access to the economic and financial news. The widget contains newsfeed by categories, i.e. recent business news, articles on resource extraction, demand and regulation.
The availability of information about stock indices guides you to make trading decisions. To read more, you can switch to the full article content from the widget.
For further information about working process with the UTIP CRM 2.31.0 and the UTIP Trader’s Room 2.20.0, feel free to contact the sales department.
Follow all the latest updates in the «News» sectionon our website!
The MarketCheese update offers a «News» widget that allows web page owners to get free access to the “News” section on their website.
Features of the “News” widget
The “News” widget provides quick and easy access to economic and financial data on the MarketCheese service. This includes news feeds by categories published on the website.
Each news item is provided with a summary and symbols the item is likely to impact. The description is presented so as to make a trading decision based on the news. If the given description is not detailed enough, the reader can proceed from the widget to the full news content by clicking «Read more».
The widget can be embedded in the main content of your website, or in small blocks with no functionality being lost. The news content is available in two languages: Russian and English.
Publish your market forecasts, read analyst research, copy widgets to your websites. Go to MarketCheese.
Follow the latest news in the News section on our website.
Friends, partners and colleagues
On behalf of our company, we would like to express gratitude for your cooperation, trust and support.
We wish you a Happy New Year.
The 2022 season is coming to an end. We have been facing both challenges and ample of interesting events over the last year. Despite all the obstacles, we’ve managed to keep our productivity and deliver on all our plans. Here are the results of the outgoing year:
- The WebTrader 2.0 terminal has been launched.
- Algotrading, a new trading solution, has been developed in the Desktop Trader.
- The ‘’Forecasts’’ section, a part of MarketCheese analytical service, has been integrated in the UTIP Mobile.
- The UTIP Trader’s Room design has been updated with a light theme and an improved UX.
- A new ‘’Accounts’’ section and History events service have been added to the UTIP CRM.
- We represented our company at the Dubai iFX EXPO 2022 and made a presentation on ‘’Legal services for brokers’’. Our experts also took part in Bangkok iFX Expo Asia 2022 with the UTIP new partnership program.
We will continue to develop our products more actively in 2023. Server apps will be operating faster and safer. The Web terminal is going to be more competitive, and the UTIP CRM will be updated with new useful features.
Let this coming year be equal to your expectations, successful and prosperous. We hope the year ahead brings you new tops and more business fortune! Wishing you never lag behind and give up.
Sincerely,
The UTIP team