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What is Siena eTrader?

Siena eTrader offers sophisticated pricing solutions such as ESP, RFSQ, and RFQ pricing, complemented by extensive limit order management, leveraging a multi-bank liquidity sourcing method through its advanced pricing engine. The service caters to various business models, encompassing direct customer engagement, agency frameworks, and broker activities. By utilizing auto-hedging and automated deal processes, users can protect their market positions and broaden their currency options, all while benefiting from strong trading controls, monitoring for optimal execution, and managing the eligibility of customer instruments. With real-time price management capabilities, the platform allows for quick adaptations to changing market conditions, facilitating effective risk management through timely adjustments in spread, skew, and pricing. Siena's infrastructure also guarantees smooth integration with existing pricing engines or external aggregators. Additionally, it can fully synchronize with your customer portal, improving user experience through features like single sign-on, tailored branding, and access to market news and charts. Data regarding transactions, orders, and deals are shared in real-time with external systems, granting a holistic 360° perspective of your customers. This cohesive strategy not only enhances operational efficiency but also equips businesses to proactively adapt to market fluctuations and meet customer demands effectively. By integrating all these features, Siena eTrader positions itself as an essential tool for modern trading operations.

What is Real Geeks?

CRM automation streamlines operations, saving both time and financial resources. Real Geeks and external lead sources feed directly into a comprehensive CRM platform designed to monitor and cultivate leads throughout the entire sales process. Agents receive instant notifications via SMS and email as soon as new leads are generated. They can filter leads based on various criteria, such as user behavior, saved preferences, location, and pricing. This allows agents to strategically target prospects and engage them effectively. Real-time activity monitoring enables agents to identify active leads who are currently interacting with the website. To further enhance agent engagement, the system automatically searches for leads’ social media profiles online. Agents are promptly alerted and encouraged to follow up with leads that show high levels of engagement. The system also automatically assigns leads based on their geographical area and the source from which they originated. Furthermore, all communications are seamlessly synchronized with the agents' email accounts and integrated into the CRM, ensuring a smooth workflow and consistent communication. This level of automation not only boosts efficiency but also enhances the overall effectiveness of lead management.

Media

Media

Integrations Supported

ActiveCampaign
CallRail
ClickFunnels
Cloud Agent Suite
Copper
Google Contacts
Leadpages
Manychat
Pipedrive
Raklet
Salesforce
Stackreaction
Trello
Typeform
Zapier
zBuyer
zipForm Plus

Integrations Supported

ActiveCampaign
CallRail
ClickFunnels
Cloud Agent Suite
Copper
Google Contacts
Leadpages
Manychat
Pipedrive
Raklet
Salesforce
Stackreaction
Trello
Typeform
Zapier
zBuyer
zipForm Plus

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Eurobase International

Date Founded

1988

Company Location

United Kingdom

Company Website

www.eurobase-international.com

Company Facts

Organization Name

Real Geeks

Date Founded

2009

Company Location

United States

Company Website

www.realgeeks.com

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Categories and Features

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Marketing

Advertising Management
CMA
CRM
Contact Management
Email Marketing
Lead Generation
Listing Management / IDX
Presentation
Reporting / Analytics
SEO
SMS Marketing
Social Media Marketing
Virtual Tour
Website Builder

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