The UTIP CRM 3.15.0 update list includes the “Settings” tab moved to a new engine, the feature to leave comments in the ticket system, the option to copy views on Clients and Actions pages, and the function to modify deposit or withdrawal amounts on the Requests page.

Settings tab update

We keep working to get the CRM system interface high-end and hassle-free, so that we’ve completely moved the Settings tab to the new React engine. Additionally, we’ve made alterations to a design part.

Comments in tickets

With the aim to streamline business communication between employees in the UTIP CRM, we’ve added the option to leave internal notes in the ticket system. The comments will be solely visible to the employees.

Requests

The Requests tab has been updated with the option to modify deposit or withdrawal amounts in the trader’s request. If a trader enters wrong data, their financial transaction can be adjusted for a specific amount.

Clients and Actions 

A view copy option has become available on the Clients and Actions tabs. Users can now easily duplicate the existing row of columns and filters.

For more information about the UTIP CRM 3.15.0 update, do not hesitate to contact the  Sales team.

Stay tuned with us for all the recent product updates in the News section on the UTIP website.

On August 17-19, Mumbai will be the venue for the largest financial expo in India. It will bring together traders, investors, partners, tech service providers and other representatives related to the industry. Money Expo’s agenda includes the latest trends in investing and trading of financial products, interacting with foreign brands and gauging fintech know-how.

Our upcoming mission at Money Expo is to showcase a strong functionality of the UTIP CRM and the trading platform. And the final flourish is to introduce a special package offer, ”Entry”, which gives brokers from India and other Asian countries a chance to test UTIP products absolutely free of charge till the end of 2025.

The UTIP team will be glad to meet everyone in person and shed light on our recent development updates. Come to our booth 49.

See you at Money Expo 2024!

Stay tuned for all the company-and-product related events in our News section of the website.

This time, one of the premier financial events, Money Exhibition Asia 2024, was held in Bangkok on June 11–12, gathering the community of traders, brokers, investors, fintech management, and the representatives of other related sectors by exceeding the number of 3 000. 

The event’s agenda included the presentation of development cases of the industry-leading service providers, the arrangement of workshops and an education conference by top fintech experts.

Regarding our mission list at MoneyExpo, the UTIP team showcased an “Entry” free package offer available till the end of 2025. We’re willing to grant a no-charge opportunity to test UTIP products for brokers originating in Thailand and other Asian countries. Our team also shed light on strong features of the UTIP CRM and trading platform.

The UTIP’s participation in the Money Exhibition 2024 Bangkok has turned out to be a new and fascinating experience. First time we’ve attended the expo in Bangkok with this organizer. The most crucial thing is that we could make our point and get useful business contacts.

We overall gauge the expo as a meaningful and successful event that exceeded our expectations. The collaboration with the expo’s participants ended up fruitful, so we signed win-win partnership agreements that will definitely make our company prosper.

Mila Pavlogradskaya

Business Development Manager