Advisor assistant - Whatsapp compliant

A Broker Wants to Discuss An Investment Opportunity With a Client

  1. Thanks to Terranoha the broker can discuss with its clients directly on WhatsApp
  2. Any time, the broker can ask for Emmie intervention
  3. Emmie sends the quote
  4. After validation, the requested trade is automatically executed
  5. The transaction’s report is generated and sent to the broker to comply with regulatory authorities – Whatsapp & Teams compliant

Other Trading Automation Use Cases

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Chat to RFQ – Equities

Intervene only when your customers order rules are triggered.

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