Operator CRM for your brokerage desk
Leads, KYC, treasury, support tickets, and position books on one operator desk. Shared client records, no exports.
Client lifecycle on one record
Lead intake through support stays on a single CRM profile. No exports between sales, compliance, treasury, and desk tools.
- Lead
- KYC
- Fund
- Trade
- Settle
- Support
Where operators spend review time
Tile size reflects module surface area on the desk, not revenue. Larger tiles are usually first in procurement walkthroughs.
One desk for brokerage operations
Sales, compliance, treasury, and support share client records in NFINX CRM. No exports between lead tools, KYC queues, and payment rails.
Lead routing
Route inbound leads through desk assignment, lifecycle stages, and conversion without a separate sales spreadsheet.
KYC on the record
Document review and tier status stay on the client profile, tied to wallet provisioning and funding controls.
Treasury controls
Operators approve deposits, review withdrawals, and monitor balances from the same desk as sales and support.
Support history
Tickets, comms, and operator notes attach to one client record for audit-ready follow-up.
Treasury and funding rails
Operators approve deposits, review withdrawals, and monitor staking balances without leaving CRM.
Position books across wallets
Monitor open exposure by asset class from the operator stack. CFD, digital options, spot, and margin books stay in CRM.
Communication on the desk
Reach clients from the same CRM record: click2call, omnichannel chat, AI-assisted calling, and internal mailbox routing.
- Unified inbox across Telegram, WhatsApp, SMS, and more
- Click2call toolbar with SIP.js and dial integrations
- AI calling helpers where your desk enables them
AI helpers built into CRM
Neuron AI handles lead qualification, tasks, and ticket triage. Nanzai extends conversational CRM on live client data.
- Neuron AI for lead qualify and task routing
- Nanzai conversational CRM with next-best actions
- Desk-level presets per brand or segment
Social trading with operator oversight
Clients follow leaders and copy trades from the trading app. Operators monitor following and copy-active relationships from CRM without a separate social vendor.
- Following feed with trader cards and performance context
- Copy trading setup with balance-type controls
- CRM dashboard for copy-active and following queues
- Desk settings for social trading visibility and limits
Operator CRM vs. standalone sales tools
Broker-dealers evaluate whether CRM, KYC, treasury, and desk support share one client record — or exports between vendors.
| Capability | NFINX unified stack | Typical patchwork |
|---|---|---|
| Lead to funded client | One profile from intake through KYC, treasury, and wallet provisioning | CRM exports to onboarding, payments, and desk tools |
| KYC and wallets | Approval gates wallet provisioning on the same record | Separate KYC vendor syncs status into trading later |
| Treasury controls | Deposits, withdrawals, and approvals inside CRM | Payment processor portal plus CRM reconciliation |
| Desk support | Tickets, click2call, and inbox on the client profile | Standalone ticketing and comms tools |
Procurement FAQ
Does CRM share a client record with trading wallets?
Yes. Lead, KYC, treasury, tickets, and wallet provisioning stay on one operator profile, not exports between a sales CRM and a separate desk.
Can compliance review KYC before wallets go live?
KYC queues gate wallet provisioning on the same record. Your team can walk through approval workflows on a demo before procurement.
What communication channels run on the desk?
Click2call, omnichannel inbox, AI-assisted calling, and mailbox routing attach to the client profile. See the Communication section above for the desk channel map.
How do treasury approvals work?
Operators review deposits and withdrawals inside CRM with the same audit context as KYC and support — not a separate payments portal.
Walk through CRM on a live demo
See lead routing, KYC, treasury, and support workflows with your sales and operations leads on one call.