Axiance: Accessing global markets from a single account

Responding to the ever-increasing competition in trading, Cyprus-based online broker Axiance (formerly EverFX) sought to enhance their services and value to customers — and selected Salesforce to replace their existing legacy system.

Stats

months of active engagement

Vention team members

different ways to deposit or withdraw funds developed

Project description

Recommended by fellow Salesforce and Vention client IC Markets, our team outperformed the other potential contenders in presenting a full-fledged CRM solution. At the inception stage, we helped Axiance select the right Salesforce licenses to best support their business needs in the long run, then built out a solid migration strategy to move data accumulated over the last ten years from the existing infrastructure to Salesforce.

After just one week of working together, their team was so impressed that they decided to further engage us in custom client service development, integrating their multiple existing APIs into the new system without downtime and data loss.

Finally, Vention’s team redesigned and implemented the client-facing mobile app on both Android and iOS, allowing users to have 24/7 real-time insight into their assets and access to all crucial functionality on the go.

The result

Our solutions enabled Axiance to build a true omnichannel experience, delivering the right offer via the right channel at the right time, and, ultimately, increasing sales. What’s more, automated customer onboarding and account management processes helped them reduce manual errors, improve user retention, and free up skilled specialists to focus on other value-adding activities.

Finally, to increase customer loyalty, we also added multiple new languages to the system, as well as 200 different methods to deposit or withdraw money in compliance with all applicable laws and regulations.