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Company Overview

With a team that can brag of deep connections to the FinTech industry, Easy Technologies are focused primarily on a proprietary CRM platform for FinTech providers but also use their service-oriented mindset to offer auxiliary products and services.

Holding a deep and detailed understanding of the needs of brokers in today’s markets and what’s necessary for those brokers to become successful, Easy Technologies effortlessly removes pressures associated with growing new brokerages. Aside from its flagship proprietary CRM system, Easy Technologies also offers its clients numerous integration possibilities for multiple trading platforms, along with actionable business consulting services to help grow a full-scale broker house.

As part of its mission, Easy Technologies regards its clients as business partners, as reflected in the manner in which they present themselves through a strong emphasis on respect, integrity, clarity, and accountability, and where patience, dedication, and dialogue set the tone.

The team and support staff are considered to be quite responsive to customer inquiries and needs, which is always a pleasant experience.

Easy Technologies Pros and Cons


· Experienced team

· Deep market and brokerage knowledge

· Very responsive

· Customer-focused


· Proprietary CRM could cause disintegration issues

Products Offered

The flagship product offered by Easy Technologies is its proprietary CRM solution. Unlike generic CRM solutions, or those developed with other industries in mind, the Easy Technologies CRM was built from the ground up with the FinTech industry in mind. This makes it ideal for brokerages looking to expand and track their client base efficiently and effectively.

The CRM was designed with the experience of seasoned market pros guiding each feature, and it is a full stack solution that is highly secure and fully customizable.

The Easy Technologies CRM supports, but is not limited to, the following features:

· Contact Management

· Sales Team and Customer Opportunity Management

· Lead Management

· Reports and Dashboards

· Sales Analytics

· Email Client Integration

· Sales Data

· CRM Data/File Storage

· Sales Performance Management

· Marketing Automation Integration

· Role-Based Views

· Customization Options

Other Services


While having a solid infrastructure and tracking mechanism is one aspect towards establishing a successful brokerage, Easy Technologies also recognizes the importance of marketing and branding strategies in lead acquisition. With that in mind, they also offer marketing services that can help in lead acquisition, as well as improving a broker’s online reputation through positive brand management campaigns. The experienced Easy Technologies team assists clients in developing and executing these marketing and branding activities to further ensure the success of the businesses they work with.


Much can be determined by looking at the clients a firm has already had success with, and the partner list of Easy Technologies highlights the depth of their experience and success within the FinTech industry. The list of current and former partners for Easy Technologies includes many well known names in the industry including:

· IB Partners

· Bitnomics

· AnyWires

· Commpeak

· MTE Media

· LegacyFX

· Voice Spin

· BridgerPay

Customer Service

Easy Technologies understands the need for customer service and access, by providing a web form on their website to contact them. Additionally, they are also available to via WhatsApp at +44 7495 915031 as well as having social media presences on Facebook and LinkedIn. Overall, having multiple methods of contact shows how the firm is dedicated to providing its client base with the highest levels of support as needed in the world of FinTech.

In Conclusion

Easy Technologies provides brokerage services with a quick, easy, and seamless way to enter the FinTech space using the vast experience of their professional team. In business since 2001 the company not only has its own proprietary CRM built specifically for the FinTech sphere, it also has the capability to successfully create a marketing and branding campaign for any broker. By using their experience and tools, a new broker can be up and running in under 30 days, complete with a back office solution for tracking clients and leads, along with the necessary trading platforms and branding message. Those looking for a turnkey solution to the online brokerage business should truly consider Easy Technologies as a gateway into the world of financial services, as the firm could dramatically reduce the time and expense of going to market as a new broker.

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