PandaTS adds OneSignal customer messaging to CRM for brokers

Rick Steves

OneSignal’s marketing manager allows firms to build an entire customer messaging strategy on their own without having to write a single line of code.

Panda Trading Systems has announced a new feature on its business intelligence suite: the integration of OneSignal customer messaging functionality.

The integration of OneSignal will allow any broker using Panda solution to integrate a host of new messaging possibilities into their existing marketing efforts.

The customer messaging solution features mobile and web push notification features, in-app messaging, email, and SMS. Marketing executives will have enough fire power to tailor timely messages to customers across a variety of different platforms and devices. Professional A/B testing, analytics, personalisation, and segmentation tools are also included in the service.

Or Gold, Head of Commercial Operations at Panda Trading Systems, commented: “In many ways, the service is ideal for our industry. It allows agile marketing teams to box above their weight category, so to speak.

“Especially when informed by all the client data that Panda solution makes available, they can now craft the most relevant messages as conversion tools, but also maintain a high level of engagement even after a prospect has signed up.

“Whether it’s transactional notifications informing clients when certain pre-defined events are triggered, personalised in-app messages, or push notifications directly to their home screens to inform them of upcoming promotions or important updates, we feel this integration allows brokerage teams to get closer to their clients and to offer them a much more personalised form of communication”, Gold added.

PandaTS has recently upgraded its CRM with two AI-based solutions, including an automated document verification module in partnership with Google Vision and a smart Next Call suggestion module.

Panda’s CRM may have reached a level of maturity where the focus is now on working on new features and integrations that expand what the teams using it can accomplish.

“With the recent upgrades such as the Google Vision document verification module for back-office and compliance, Next Call AI for sales and retention, and the OneSignal integration for marketing, I think we’re now head and shoulders above the rest in terms of features”, Or Gold stated. “Also, when you consider how seamlessly this system works with all of our other brokerage ecosystem products, there’s really no competition.”

OneSignal’s tendency to keep iterating to add new functionality and its open-source software development kit are two huge pluses that led PandaTS to go forward with the partnership.

The messaging service also offers free accounts so that customers can try the service out and get to grips with it before committing. OneSignal’s marketing manager allows firms to build an entire customer messaging strategy on their own without having to write a single line of code.

PandaTS has plans for more upgrades and integrations in the pipeline.

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