Chat & Communication Platform

FOR FINANCIAL BROKERS
Echofin is ideal for Financial Brokers. It helps you build a strong rapport with your existing clients while handing you a powerful tool to attract and educate new clients.
Forget about boring and complicated webinars which require third-party software installations. You can have webinars in low-latency, full HD quality, within the Echofin environment.
Echofin chatrooms can seamlessly integrate into your website or trading terminal
MULTIPLE USER ACCOUNTS (INSTRUCTORS, MODERATORS, ADMINS)
Through Echofin, your brokerage will be able to set up different management accounts.

 

Administrators enjoy full Dashboard access, and they can create new chat rooms, manage users, install new widgets etc.

 

Moderators can effectively police the chat room, deleting spam, and banning users when needed, thus maintaining a healthy and efficient environment for communication.

 

Instructors can answer user questions, hold webinars and broadcast audio/video streams, generally educating the public.

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CHATROOMS OF DIFFERENT ACCESS LEVEL
Echofin allows the setting up of chat rooms differentiated by access-level. This feature is useful for optimizing the communication environment.

 

A broker can opt to set up a sort of public Trading Lounge, which all comers can join, and separate, private chat rooms for beginners, high-value members, VIPs and you-name-it.

 

Chat rooms can be differentiated by Account Manager/Expert Trader too, so clients only have access to the room hosted by their assigned/chosen Manager/Educator.

VIDEO STREAMING & SCREEN SHARING
We offer low-latency video/audio/screen-sharing broadcasting, with Full-HD support. There is no limit on concurrent viewers or on duration. Broadcasting 24/7 to your users is indeed possible.

 

You can also deliver your webinars directly through the platform. Users get an instant notification whenever a video feed is active. There is no need for third-party software or obsolete plugins like Flash.

 

Hosting a webinar which incorporates a live Q&A session is easy and straightforward. Imagine the impact something like that could have on your trader-community.

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FINANCIAL WIDGETS & SERVICES
To flesh out the Echofin experience, you can deploy a variety of useful plugins and widgets for your members: financial calendars, live quotes for currencies, commodities and indexes, real-time audible twitter feed or even TradingView charts.

 

You can also add your own widgets, like the ones you offer through your website to your clients.

WEB TRADING PLATFORM INTEGRATION
We can integrate your web trading platform (as an iframe) within Echofin, so your clients won’t have to switch windows and tabs.

They can chat with your moderators and instructors within Echofin and place orders through your trading platform.

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SINGLE SIGN-ON USER AUTHENTICATION
Your users, your control. We offer a simple, plug and play solution for easy user migration. That means your clients don’t have to create separate accounts on Echofin. This way, you know exactly who’s who.
POWERFUL API FOR CUSTOM INTEGRATIONS
We can cater for specific broker-needs, such as the placing of market orders directly from the Echofin chat rooms. We provide an API for easy development and integration between Echofin and your system.
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BRANDED USER INTERFACE
Login, registration pages, as well as email notifications can be branded with your logo.
CONTROL OVER USERS & CONTENT
We provide you flexible moderation control over the users and the content they produce. You can enable/disable direct messaging between your members, delete, ban misbehaving members and even blacklist specific words.

 

Echofin provides detailed auditing capabilities to align with financial regulatory authorities.

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Let’s talk about your company’s specific needs

& see how we can help you boost your clientelle