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New features of UTIP Office. June 2020
26 June 2020

A new feature has been added to the Trader’s Room allowing you to automatically open accounts immediately after a trader’s registration. In UTIP CRM you can now view the details of a payment made via the Interkassa payment system. 

Automatic account opening in the Trader's Room

As soon as a trader confirms his registration in the Trader’s Room, his accounts will be automatically opened. He will receive an email with the data to access these accounts. The email address provided at registration will be used.

Automatic account opening allows you to reduce the number of steps taken by your clients from the registration process to active trading. As a result, the risk of losing a potential client due to the need to make a request to open an account and then activate it is reduced.

The broker decides himself whether to enable automatic account opening for traders or not, as well as which accounts to open: demo or real.

Payment details in the UTIP CRM

In the payment details made via the Interkassa payment system, you can see which card your trader has used to transfer his funds. At the same time, part of the card number will be hidden, which will ensure the security of your trader’s data.

If a payment fails, the broker’s employee will be able to see why this has happened.

For more information about the new features of UTIP CRM and Trader’s Room, please contact the sales department.

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