This latest update VIP CRM, included new functions to suit specific needs of clients, supporting client requirements and achieve better CRM system efficiency. 

Interconnects Clients Retention   

A CRM is a vital part of any retail brokerage to managing companies’ interaction with current and future clients.  

The updated robust Doo Prime’s VIP CRM introduced a new interface and interconnects all aspects of client retention, from copy trading, transactions directory, menu navigation and system detail style.  

Updated Features:   

1) Copying and positioning optimization of trading orders and data charts in the trading module   

The updated of this feature can improves order processing capability, sales visibility and relationship with customers. There is a new feature – personal performance report that caters to the needs of professional traders who are managing the trades of multiple clients. 

The personal performance report provides an overview of a professional trader’s commission, number of accounts under his/her management and the total deposit by his/her clients on the Doo Prime VIP CRM system. 

One can also track the statistics of their referral links, such as the number of clicks, number of clients who registered through the links, conversion rate, number of clients who have made deposit, and many more. 

2) The deposit, withdrawal and transfers directory has been improved on the homepage 

Upgraded of My Wallet section enable users to manage their trading capital in different currencies and make deposit, withdrawal, and transfer for each type of currency. In addition, it will help users to keep track and manage their capital conveniently. 

3) Three-level menu navigation optimization   

Navigation menus are the most important element one should pay attention when designing a CRM system. This can create a user-friendly CRM system. Delivering a more personalised customer experience also increases conversions. In addition, a customizable quick access toolbar has been added to the homepage, enabling users to add or remove features such as deposit, withdrawal, transfer, performance report, and social trading account management based on their needs. 

4) Homepage trading account card display optimization   

The flexibility to customise a dashboard to meet the information needs of every user result in huge efficiencies across the entire Forex business. 

5) Some copying menu and location optimization  

By optimise the copying menu and location, it can create the efficient decisions, with easy to use in order to helps users work better.  

6) System detail style optimization   

This creates a frictionless experience for users while meeting their needs and easy understanding of CRM system usage. 

7) Direct access to Points Mall 

The new VIP CRM system also features a direct access to Doo Prime’s Points Mall, which offer rewards to users who trade with Doo Prime. 

They can earn points by trading on the platform and the points can be used to redeem a wide range of gifts and experiences in Points Mall, including smart phones, home appliances and even a Ferrari 488 Pista. 

Points Mall is a one-of-its-kind loyalty reward program that sees Doo Prime collaborate with some of the most established affiliate partners to reward its clients. 

8) Empowering users with powerful analytic tools 

The new Doo Prime VIP CRM system also comes with a Web TV that offers exclusive market insights and daily trading ideas provided by international research firm Trading Central. 

The Web TV provides a quick overview of important economic data and need-to-know news, along with professional analysis on financial instruments, thus giving Doo Prime users a better understanding of the latest market development and make informed trading decisions. 

Doo Holding Group Deliver Innovative and Unique Services 

On the side of Doo Holding, the multi-functional CRM platform with new interface prove that a new capability to deliver an innovative and unique service for clients.  

With the strong corporate compliance culture, Doo Holding Group will continue to creating a global fintech system and leading the way to the new era of fintech-driven globalisation. 

Doo Holding Group committed to establishing a financial ecosystem network that empowers clients to stay one step ahead. 

Technology Support by Doo Tech    

Another Doo Holding subsidiary, Doo Tech has invested heavily in technological resources, upgrading existing servers to ensure compatibility and maximised reliability, while strictly maintaining the level of service provided.  

Through comprehensive analyses, Doo Tech strives to meet and exceed the needs and expectations of its clients. Through constant updates and optimisation of its technology repertory, Doo Tech consistently provides its clients with the best technological products and services. 

About Doo Holding Group 

Doo Holding Group has over the years expanded into a comprehensive financial services conglomerate built around fintech. With branches in Hong Kong, London, Taipei, Kuala Lumpur and other cities, Doo Holding Group is comprised of subsidiaries including Doo Clearing, Doo Tech, Doo Prime, Doo Exchange, and Doo Consulting. Together, the conglomerate is committed to serving financial institutions and individuals around the world with the best products and services possible.  

On a global scale, Doo Holding Group excels beyond its counterparts and achieves unparalleled results. Its diverse fintech solutions coupled with deep and wide liquidity access is proven to significantly enhance transaction execution for brokers. The Group’s continuously evolving trading technology and data have driven the development of transactional systems, enabling clients to maintain a leading position in the ever-changing financial market. 

Visit us at www.doo.hk 

For more information, please contact: 

Hong Kong: +852 95614601  

London: +44 2081239088  

邮箱： [email protected]