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Customer Management

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Published on Aug 6, 2014

Learn how easy it is to manage all your active and pending customers in Cymonz. Specific preferences can be added to each customer account including fees, currency margins, settlement methods, trading time and risk settings. Remember we also integrate with Salesforce and after installing our free package you can view more customer details including quotes and transactions and set workflow based on this information. Visit www.cymonz.com today to arrange a demonstration.

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