Tradency Launches “Sherpa” – The automated CRM platform for brokers

Tradency is broadening its B2B fintech offering by presenting FX brokers a broker-centric, automated customer retention solution.

November 10, 2016 – Tradency, a global Fintech company focusing on product development and advanced services to financial institutions since 2005, announced today the launch of the Sherpa. Tradency’s automated CRM is designed to meet the unique requirements of businesses that serve retail traders and empowers them to provide better client lifecycle management. Sherpa is built to enable marketers to identify and support traders in a systematic and automated way from acquisition through retention.

Sherpa maps, manages and measures interaction with traders across their entire life-cycle and key touch-points like demo, deposits, trades & losses. Brokers define their critical business objectives (e.g. volume growth, conversion improvement, churn) and use pre-set, automated campaigns to reach them. Sherpa’s data-based retention methodology is systematic and optimizes to brokers unique clientele.

Dr. Anna Becker, Tradency’s Head of the Automated CRM Department explains further about the service: “Current trader retention efforts are challenging because they are sporadic, inconsistent and costly. Sherpa changes all that – and the economics of broker retention. With smart automation, brokers deliver consistent, timely and effective campaigns to their traders – improving trading volume, lifespan and value.”

Sherpa is a broker-centric solution that is tailored to specific industry initiatives, dynamics and challenges.