Rating: 4.9. Number of organizations: 772

Countries: All
Operating system: Windows, Android, macOS
Group of programs: Business automation

Software USU

CRM for currency exchange

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The work of exchange offices is regulated by legislative bodies, as well as their organization and accounting. Internal processes and CRM are regulated by the management. Most often, currency exchange points have a small staff consisting of management, accounting, and cashiers. Special third-party security services are often responsible for security and safety. To a greater extent, the course of work in currency exchange points depends on the cashiers. Cashiers are directly involved in customer service, CRM, carry out exchange operations, and are financially responsible persons. The work of the cashier of the currency exchange point has its unique nuances and difficulties due to the constant turnover of funds during exchange operations. The exchange difference rate is changing continuously during the day and rights transaction of financial operations depends on the proper work of the cashier. Sometimes, it is impossible to guarantee it because of the mistakes made due to the human factor.

Often, due to the influence of the human factor, companies are faced with the dishonesty of employees, therefore, currency transactions carried out by cashiers must be controlled. Working with an exchange office has its subtleties in doing business, by order of the National Bank, a company is obliged to use special software in its activities. Automation of the implementation of tasks in currency exchange points significantly improves the quality of services and CRM, regulates the system of accounting and management, as well as avoids the risk of fraud on the part of employees due to the competent organization of the labour personnel. All performance indicators depend on the last point. Therefore, the use of automated programs only simplifies and improves the processes performed by employees. It is much faster and does everything with almost no mistakes. Moreover, it will save the time and effort of workers, which can be used for other more creative and complex purposes.

Who is the developer?

Automated operation optimizes absolutely all departments in the company, including CRM. Thus, the cashier no longer must carry out manual calculations when converting currency as it is enough to enter the amount in the program, print a check, and issue money. The operation of the accounting department also is simplified. Firstly, because often many applications have an automatic document flow function, and, secondly, because all calculations and reporting are carried out mechanically which helps to increase the level of CRM. Reporting in currency exchange offices is internal for the management and mandatory for the National Bank. No more routine, no mistakes, fast, and easy. All of this can be achieved by the implementation of the currency exchange CRM automated system. After this, you will gain more profit and guarantee a bright future for your business.

A special place in the optimized processes is occupied by control and CRM. Automation programs regulate the structure of CRM, ensuring uninterrupted fixing of errors in the implementation of tasks. The last factor is important because if a mistake is made during a currency transaction, the reporting is generated incorrectly. Due to the recording of all the actions taken, it is possible to quickly determine what the cause of the deviations is and carry out the operation on the errors. In order to improve the work of your currency exchange point, you just need to choose the appropriate software. It is important to consider all the needs and specifics of the currency exchange station. Therefore, try to make a thoughtful decision and investigate offers in the market of computer program products.

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Who is the translator?

USU Software is an automation application that fully optimizes any business processes in a company and CRM. The development of the automation program is carried out considering the needs stated by the client, requests, the provided structure, and features of the activity. Due to this reason, the USU Software is suitable to use regardless of the type and industry of activity of the organization, including currency exchange offices. It, as an automation program, fully complies with the standards of the National Bank. Development and implementation of a software product are carried out in a short time, without incurring additional costs and without affecting the course of activities during installation. This is done remotely by our technical support team. You just need to prepare your personal computers. There are even no special requirements for them. The only thing that you need is a Windows operation.

The work of an exchange point using the USU Software changes for the better, primarily due to the automatic mode. With the help of the CRM system, it is easy and quick to perform tasks related to accounting, settlements, CRM, currency conversion, control over the circulation of funds, management, control over the cashiers and other employees, operational customer service, maintaining internal reports, forming mandatory reports for legislative bodies, customer database, and many other functions. It is impossible to list all facilities of the CRM system for currency exchange as there are so many of them. If you want to check all of them, go to our website and get acquainted with the whole description.

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Also you can order custom software development

If you have special software requirements, order custom development. Then you won’t have to adapt to the program, but the program will be adjusted to your business processes!

CRM for currency exchange