A CRM shaped around stock market education

01The brief

Trademagic teaches people how to trade on the stock market. Keeping track of enquiries and students while organising training batches had become hard work. The systems they had were cumbersome and offered little insight to base decisions on.

02What we built

We sat with the Trademagic team to understand their process, then built a CRM that follows it: lead management, a history of every client interaction and a training schedule organiser. Rollout was planned in stages, with staff training, so the new system fitted into the way people already worked.

03What changed

1. 01

   Closer client relationships

   Interactions and preferences are recorded against each client, so communication is more personal and support is better informed.

2. 02

   Less admin, more teaching

   Routine tasks take far less time. Staff can focus on education, and productivity has risen by more than 60%.

3. 03

   Data that is easy to use

   Client and programme information sits in one place. Decisions are quicker and response times have improved.

04Inside the system

• Client interaction tracking
• Lead management
• Training schedule organiser
• Reporting and analytics
• Automated communication
• Straightforward interface for staff