Squaretalk is pleased to share a new collaboration with FinTech360, a leading end-to-end forex CRM and back-office solution. Sales, retention, and compliance teams in the financial industry can now optimize and presonalize client communication from one interface.
Modernizing Client Engagement and Compliance
By integrating Squaretalk and FinTech360, financial teams gain better operational stability with secured voice communication, encrypted information flows, and built-in compliance tools.
The click-to-call integration:
- Automatically logs interaction history, call recordings, and AI-powered insights in the CRM
- Eliminates workflow bottlenecks
- Speeds up response times
- Simplifies the client experience across every touchpoint
- Provides high-quality calls directly from the FinTech360 CRM
- Show each lead’s or customer’s financial transactions, payments, and gateway activity.
See what Squaretalk’s Head of Business Development, Isaac Levy, shared about the integration here.
About FinTech360
Fintech360 is a leading technology provider for the global brokerage sector, delivering a fully integrated solution that streamlines operations, drives growth, and boosts performance. Backed by advanced technology and deep industry knowledge, Fintech360 provides a seamless, secure, and fully integrated trading infrastructure trusted by brokerage firms around the globe.
About the Author
Yulia Vushkova
Yulia Vushkova is a Marketing Specialist at Squaretalk. She focuses on helping businesses optimize sales and customer support interactions.
