Proteus Trader 6.2 Improves Efficiency for North American Brokerage Firm

Recently, CTI Group installed Proteus Trader 6.2 for a major North American brokerage firm. The employees selected to be their internal Proteus administrators were pleasantly surprised to learn how Proteus Trader would help them and make their day-to-day job easier.

Before installing CTI Group’s call management system, the administrators were required to pull all of the data for reports manually and then send them out to be put into report form. To do so, they would take the Call Records from their PBX and send them off to a third party to generate reports. The third party would send the reports to them and then they would have to manually go in and hand enter the report numbers into their billing system. They were only relying on the traffic information from their PBX.

One of the administrators was shocked to find out that CTI Group’s call management system supplied supports instantaneously. She said “Do you mean we can get instant Trader reports?”
CTI Group’s consultant responded with a resounding “Yes, as soon as a Trader completes a call, the Call Record is generated and logged to Proteus and that information is available to run reports on.”

For more information on CTI Group’s call management system, Proteus Trader 6.2, please go to www.ctigroup.com.