Project Description
Kanga CRM
Kangaroo IT Solutions is an information technology service provider specializing in finance. With a wealth of industry experience and professional technical groups, Kangaroo IT Solutions has devotedly developed a brand-new Internet broker client management system (Kanga CRM) with independent intellectual property rights, providing more perfect and simple customers for the financial derivatives market Product services. At the same time, Kangaroo IT Solutions relies on an excellent technical team to provide reliable technical services, including 24/7 server management, server security, server-to-server management, and data center support.
Dynamic Reporting
Generate various valuable reports using the advanced configurable Reporting Tools provided. Use rich and fully customizable dashboards to visualize comparisons, manage risk and compliance, view patterns and trends in sales, as well as in marketing. Every report you will ever need can be accommodated within your Kanga Forex CRM.
Integration with MT4 / MT5
Seamless two way integration with trading platforms, such as MT4 and MT5, in combination with the “single wallet” concept integrating a single customer profile with multiple trading platforms and multiple trading accounts. Kanga Forex CRM gives you full access to trading information such as consolidated customer balances, customer transactions and risk indicators.
Maintain Compliance
Control information flow and account opening procedures using advanced intelligent risk detection filtering tools. Control compliance documents uploaded from the Traders Room using Workflow Engine. Provide status reports, improve operations and organise information. Have it ready when required.
Marketing Automation
Kanga CRM Marketing Automation Auto Responder module is configurable via a modern, user friendly control panel. Emails/SMS messages can be sent based on intelligent criteria. You will be able to set a combination of criteria for following up with your leads and customers in a modern, personalized, intelligent, targetted way.
Multi-Tier IB System
- Multi-tier refers to the system’s ability of unlimited levels of referrals of an IB, sub-IB, sub-sub-IB, and so on.
- Multi-campaign refers to the potential of the system for each IB having more than one campaign. This gives the IB the ability to perform A/B testing hence monitor how well his/her marketing campaigns perform. In addition, the rebate schemes are actually connected directly to each campaign.
- Multi-scheme refers to the feature that makes defining multiple rebate schemes possible, binding each scheme to campaigns, giving access to different IB’s different rebate schemes. Kanga CRM features a powerful, yet easy to use rebate scheme builder which in most cases can cover all your needs. If, however a custom-developed rebate is desired, this can be accommodated as well.
Auto KYC & AML
The AI-based verification services, allow you to fulfil your Automated KYC and AML compliance obligations. Kanga CRM is embedded with a rich selection of approved automated Document, Name, ID, Address, Date of Birth, Face, and AML verification. Users can be verified within 30-60 seconds.
Single Point for MetaTrader Server Group Settings
Financial Institutions are now able to configure all their MetaTrader Server Group settings – keeping daily operations simple by consolidating the important parts of their business into one backend portal. The smooth interaction between Group Management and Multi-tier Rebate Module leads to the ultimate flexibility and control over Account Opening and Multi-Tier Rebate structure.
MiFID II/MiFIR Reporting
With the increased obligations of the financial institutions set out by the Markets in Financial Instruments Directive (MiFID II) along with Markets in Financial Investments Regulation (MiFIR), Kanga CRM offers MiFID II/MiFIR Reporting which covers many relevant requirements.
1ms Latency From MT to CRM
DGM RemAPP is a solution that delivers the MetaTrader Terminal in a SaaS format, with possibly less than 1ms latency; operable on iOS, Android, Linux, MAC and all browsers. Kanga CRM can now monitor and manage their customers’ DGM RemAPP subscriptions through Kangaroo, reducing their administration costs.
Help Desk Sub-System
Kanga Help Desk System makes sure your customer’s expetience is as good as yours.
- Keep everyone up-to-date with everything they need.
- No need to burn your eyes fishing through a spreadsheet to crunch data.
- You control what access your customers and agents have.
- Convert emails to tickets, and send updates automatically.
- Focus on your work, not the infrastructure.
- Quickly see where the majority of your work is being spent.
- Real-time messaging with customers or between agents.
- Implement live chat on your website.
