Wifox Business Core Solution

Customer relations

Manage all your business operations in one place, including:

• Client Profiles: Maintain detailed profiles of your clients, including activity logs and financial histories.
• Requests Management: Track and manage client service requests efficiently.
• KYC (Know Your Customer): Streamline client verification processes with automated workflows and document checks.
• AML (Anti-Money Laundering): Monitor transactions for suspicious activity and generate compliance reports.
• Regulatory Reporting: Ensure adherence to local and international regulations with built-in compliance tools.

Orders and requests

• Internal Chat: Enable seamless communication within your team, brokers, and employees.
• Client Messaging: Direct communication channels for clients to resolve queries quickly and efficiently.

Employee and Role Management

• Granular Access Control: Create employee accounts with specific roles and permissions.
• Role Assignment: Assign responsibilities based on the employee's tasks, ensuring secure and efficient operations.

Analytics

• Real-Time Dashboards: Monitor performance metrics, client activity, and financial trends in real time.
• Customizable Reports: Generate detailed, exportable reports for audits, compliance, and strategic decision-making.

Affiliate service

The Buckets module tracks and manages clients from various marketing channels. After registration, clients are assigned to buckets—either automatically or manually—and monitored through an analytical dashboard.

The following actions are available in the Buckets module:

• Real-time analytics research
• Managing leads
• Configuring postbacks and sources
• Managing automation