WHALE CRM

Product

Solution

WHALE CRM system aims to help brokerage customers manage the retail customer relationship of the securities business and improve internal marketing efficiency. In terms of customer relationship management and maintenance, it can assist the account manager and other teams to efficiently complete the conversion of potential customers and maintain the relationship with existing customers, and can continuously reach serve customers through various online and offline channels; in terms of improving company internal marketing efficiency, customers can online manage internal team performance, marketing channels, and continuously improve efficiency through data analysis.

Customer Lifecycle Management

The core of establishing good customer management is to understand the needs of customers at each life cycle node. Whale CRM can efficiently manage user status and ensure that user needs can be managed and executed.

KYC Management

Real-time verification comparison and aliveness verification can be realized to improve account opening efficiency via automated face and document recognition. WHALE CRM has connected to the compliance verification systems of various regions to achieve efficient AML audits.

Customer Reach

Different contents are required to reach operations for different types of users with different lifecycles. WHALE CRM has built common user access channels, such as App Push, SMS, email, WhatsApp, etc.

Market Management

Online signing of advertising channels, data synchronization, and market fee settlement can be easily completed with the market management system; the data analysis can also be utilized to understand market dynamics and facilitate the fine operations of each marketing channel.