WIFOX

Business

Business

Core Solution

Wifox Business Core Solution

Client Management

Keep your client-related processes organized, connected, and easier to manage

• Client Profiles: Maintain profile details, activity history, and financial records in one place for faster, more accurate client service.
• Bulk Import and Client Routing: Reduce manual work by simplifying large client or lead database management and routing records in bulk to the right desks.
• Data Visualization: Customize client views, filters, and dashboards to display the most relevant records, segments, and assignments.

Requests and Communication

Resolve client requests faster without losing context or ownership

• Request Centralization: Keep inquiries, callbacks, and tickets linked to the right client for faster follow-up.
• Internal Chat: Enable seamless communication with your clients and employees.
• Client Messaging: Give clients a direct way to contact your team and resolve issues quickly.

Employee and Role Management

Ensure every employee works within the right project, desk, and role

• Employee Onboarding: Create profiles, assign projects and desks, and give new hires the right role from day one.
• Team Transfers: Easily update project or desk assignments when employees move between teams or departments.
• Controlled Permissions: Define what each role can view, edit, export, or manage to protect sensitive data and keep workflows under control.

Analytics

Turn operational data into clear, actionable performance insights

• KPI Dashboard: Monitor key business metrics in one dashboard, including daily turnover, new client registrations, created requests, and completed verifications.
• Customizable View: Use various charts and date or category filters to compare performance and evaluate activity across different periods.
• Trend Tracking: Review historical data to identify changes in turnover, registrations, support requests, and verification activity.

Affiliate Hub

Organize affiliate traffic in one workspace for better acquisition control

• Traffic Management: Systematize traffic from different affiliates into separate hubs to understand partner performance and estimate which brings stronger results.
• Source Segmentation: Create as many sources inside each hub as needed to cover all ad campaigns, funnels, or acquisition channels.
• Manager Assignment: Assign affiliate managers to specific hubs so they can manage leads, monitor activity, and control hub performance.

AI helper

Find the right information easily with an AI-based assistant

• Voice Data Filtering: Use voice AI to filter large volumes of data faster and find the records you need without manual searching.
• Documentation Search: Ask the AI-driven assistant to search through the documentation and find relevant information based on your request.
• Natural Language Queries: Search data by asking questions in plain language instead of using complex keywords.

Marketplace

Simplify marketplace operations from product setup to order handling

• Product Launch in Several Clicks: Publish new marketplace items with all key details and make them instantly searchable.
• Multi-Project Commerce Control: Manage products, payments, categories, settings, and orders across different business units.
• Payment Flexibility: Set up multiple payment options and control which methods are active for each project.

Regulatory Compliance

Stay confident that your compliance processes are organized

• KYC (Know Your Customer): Streamline client verification processes with automated workflows and document checks.
• AML (Anti-Money Laundering): Monitor transactions for suspicious activity and generate compliance reports.
• Regulatory Reporting: Ensure adherence to local and international regulations with built-in compliance tools.

security & logs

Keep security oversight simple and structured

• Faster Issue Investigation: Trace activity history to investigate issues with less manual work.
• Security Risk Overview: Monitor key security signals and prioritize what needs attention first.
• Audit & Data Protection: Maintain audit-ready logs while protecting sensitive data.