Operator CRM and trading on one desk
Leads, KYC, treasury, and five practice-ready wallets share one client record.
Typical multi-vendor stack
Multiple audits, integration risk, slow handoffs
Unified operator desk
One NFINX stackShared client record from CRM through treasury and compliance.
Core pillars
CRM and trading on one operator model
Explore the unified stack
Pick a surface. Each tile opens the page your team will review next.
Built to scale across desks and brands
Platform counts your ops and compliance leads can verify in a walkthrough.
What peer desks check on reference calls
Most clients keep names private. Here is what operators ask peers about before they sign.
Commercial
Multi-brand broker · vendor consolidation
One contract for CRM, desks, and treasury instead of three vendors and three renewal cycles. Scope and phased rollout stay auditable on a single vendor.
Compliance
Regulated CFD group · pre-go-live review
KYC queues, role-based access, and audit trail depth sit on the same client record. GDPR modules and evidence packs are reviewable before funded clients go live.
Operations
Regional brokerage · desk handoff
Practice balances across five wallets before the first funded client. Treasury and support keep working from the same desk after go-live.
Named references matched by region and license model. We do not publish placeholder quotes or unapproved logos.
Request matched referencesSee NFINX on your desk
Book a 30-minute demo with your commercial and operations leads. We map it to your asset mix, desks, and compliance needs.
Latest operator resources
Notes on CRM, trading, and compliance for brokerage desks - no retail crypto content.
Practice mode before go-live
Why desks provision practice balances across wallets before the first funded client.
KYC and treasury on one operator desk
What to look for when KYC queues and funding rails share one CRM record.
How brokerages compare a unified stack
How teams weigh CRM, trading, treasury, and compliance when consolidating vendors.
Events
No public events scheduled. Request a private desk walkthrough for your commercial, compliance, and ops leads.
Book a briefingMedia and company updates
Product releases, operator guides, and company news for brokerage teams - not retail trading education.