Benefits of Using CRM with Flexible Access Control for Sales and Retention with Infosec Protection
Customer Challenge
Brokers using MT4 and MT5 platforms typically provide their Sales and Retention teams with access to the MT4/5 Manager tool. This approach presents several issues:
- The MT4/5 Manager allows access to entire groups of customers on the server, exposing all client private information including names, email addresses, phone numbers, and potentially other sensitive data.
- This open access model creates a high risk for the information security of the firm, as it is very easy for anyone to pull a comprehensive list of accounts with all the available information.
Solution: Dedicated CRM with Flexible Access Controls
By integrating a dedicated Customer Relationship Management (CRM) system with the MT4/5 platform, brokers can achieve more flexible and secure access controls:
Tiered Access Levels:
- Sales/Retention Director
- Sales/Retention Manager
- Sales/Retention Officer/Agent
Granular Permissions:
- Sales/Retention Officers/Agents only see the accounts assigned to them
- Email and phone fields are masked, discouraging attempts to exfiltrate information
- Managers have access across all officers/agents, and Directors have access across all managers
Additional Benefits of Using a CRM
Beyond the improved information security, using a CRM also streamlines the daily processes of the Sales and Retention teams, such as:
- Classifying leads and accounts
- Tracking conversion rates
- Scheduling customer contacts
- Keeping a comprehensive record of all inbound and outbound communication
- Providing valuable data to support better decision-making
Conclusion
Integrating a dedicated CRM with flexible access controls into the MT4/5 platform addresses the key information security risks associated with the open access model of the MT4/5 Manager. This solution also delivers operational efficiencies and data-driven insights to enhance the effectiveness of the Sales and Retention teams.
Use Cases
Get in Touch
Leave us a request for connection and we will contact you, as soon as possible
