Leverate Adds AI Assistant and Workflow Automation to CRM…
By Rick Steves
AI summary of the source article
Leverate has launched a CRM platform for CFD brokers that integrates an in-product AI assistant, Model Context Protocol connectivity, and workflow automation. The system supports MetaTrader 4, MetaTrader 5, and Leverate's proprietary white-label platform.
Why it matters
Leverate's Chief Commercial Officer Shmulik (Sam) Kordova stated that brokers need “intelligence that sharpens decision-making” and automation that supports performance while allowing them to choose their trading technology.
Key facts
- Leverate launched a CRM platform for CFD brokers featuring an AI assistant and configurable automation for onboarding, KYC, payments, and retention.
- The system is compatible with MetaTrader 4, MetaTrader 5, and Leverate’s own white-label platform without requiring brokers to replace trading technology.
- The CRM includes multi-brand administration, introducing-broker and affiliate management, and payment-provider connections.
Source excerpt · FinanceFeeds
Leverate has launched a CRM platform for CFD brokers that combines an in-product AI assistant, Model Context Protocol connectivity and configurable automation across onboarding, KYC, payments and retention. The system supports MetaTrader 4, MetaTrader 5 and Leverate’s own white-label platform, positioning the CRM as an operational layer brokers can add without replacing their trading technology. A…