Wie gebruikt deze software?

Voor geldwisselaars, banken, kredietverenigingen, financiële instellingen, geldwisselkantoren, locaties voor het verzilveren van cheques, flitskredieten, toeristenwinkels, postkantoren, hotels, motels, vakantieoorden, handel.

Gemiddelde scores

61 beoordelingen
  • In totaal 4.6 / 5
  • Gebruiksgemak 4.6 / 5
  • Klantenservice 4.8 / 5
  • Functies 4.8 / 5
  • Waar voor je geld 5 / 5

Productgegevens

  • Beginprijs US$ 120,00/maand
  • Gratis versie Ja
  • Gratis proefversie Ja
  • Implementatie Geïnstalleerd - Mac
    Cloud, SaaS, Web
    Geïnstalleerd - Windows
  • Training Persoonlijk
    Live online
    Webinars
    Documentatie
  • Ondersteuning 24/7 (contact met medewerker)
    Kantooruren
    Online

Leveranciergegevens

  • Clear View Systems
  • http://www.clearviewsys.com
  • Opgericht in 2003

Over CurrencyXchanger

CurrencyXchanger (CXR) is een zakelijke toepassing voor het automatiseren van een geldwisselbedrijf met POS, CRM, AML- en CTF-conformiteit, boekhouding, rapportage en meer. Het kan worden gebruikt als een zelfstandig systeem, of in een netwerkomgeving met front-office en back-office, maar ook in een bedrijf met meerdere vestigingen met behulp van een centrale server (of in de cloud). Het wordt gebruikt door meer dan 350 detailhandelaren en groothandelaren in 30 landen. Clear View Systems heeft een A+-beoordeling door het Better Business Bureau (BBB).

Functies van CurrencyXchanger

  • Analyserapportage
  • Bijhouden in realtime
  • Gepersonaliseerde accounts
  • Klantenbeheer
  • Margebeheer
  • Planning voor gegevensback-up
  • Positiebeheer
  • Realtime koersnoteringen
  • Toegang tot marktgegevens
  • Transactiebeheer
  • Voor het wisselen van geld

De nuttigste reviews van CurrencyXchanger

A Software That Provides Multi-Currencies Rates

Beoordeeld op 12-10-2018
Geverifieerde reviewer
Investment Banking Analyst
Financiële dienstverlening, 10.001+ werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer 
5/5
In totaal
4 / 5
Gebruiksgemak
5 / 5
Functies en functionaliteit
Klantenondersteuning
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Pluspunten: We often have to compute in multi-currencies at work since trading deals with different countries and it’s comforting to note that there is a program that indicates the exchange rates. I was very attracted to Currency Xchanger from the minute I tried it. I started with the free trial and it got me hooked right away. This program keeps track in controlling your stock and providing the best estimate on rates and costs. The program also includes information on profit and loss when there are exchanges in currency. I deal with numbers everyday and Currency Xchanger has been my sidekick for computing in different currencies.

Minpunten: The software seems to be designed for advanced users because some of my co-workers had a difficult time navigating through the process. Perhaps they should have better tutorials for people who are not experts in technology.

Antwoord van de leverancier

van Clear View Systems op 15-10-2018

Most of our reviewers don't mind sharing their information. Although this review sounds legitimate and provides a 9/10 recommendation of our product, we are wondering why remain anonymous. Also, we are known for our customer support and we didn't receive any stars in that respect.

There are over 100+ training videos and 2 user manuals, so we are wondering how your staff are not aware of it? You can also ask any question on Google or Bing about CurrencyXchanger (CXR). For example Google or Bing the phrase "How to add a customer in CurrencyXchanger"

Currency Xchanger Software

Beoordeeld op 24-2-2017
Rostia F.
Chief Compliance Officer
Financiële dienstverlening, 13-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
5/5
In totaal
5 / 5
Gebruiksgemak
4 / 5
Functies en functionaliteit
5 / 5
Klantenondersteuning
5 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: I have tested three softwares and The Currency Xchanger is the best by far. I love that reports are customizable and the data information in each client profile is easy. With Compliance rules and regulations this software gives you the options to require information over certain transaction amounts and OFAC screening. The tab with KYC (Know your customer) is the best feature I use. I would highly recommend this Software to all Money Service Businesses and financial entities. The support staff is great he can always tailor the software to your business is one of the reasons why World BNotes Exchange Inc. still uses Clearview systems.

Pluspunten: Reports, Excel, receipts, customer profiles, and Compliance tools.

Minpunten: Denomination entry has now been an issue there is another screen that pops up. Before it was much easier once we entered denominations in the system but now it just pops up every time.

Antwoord van de leverancier

van Clear View Systems op 5-3-2017

Dear Rostia,

Thank you very much for your review. We are delighted to have received such a fantastic review. The denomination teller-proof module is not different but I think you are logged in as administrator so you see the option of checking and controlling other users. That's probably why you are seeing an extra screen. If you login with standard teller account, you will not see the extra screen open up. Anyways, please contact us directly if you need further help.

Best regards,
Tiran B
CTO

Multi Currency Platform

Beoordeeld op 29-11-2018
Geverifieerde reviewer
Investment Banking Analyst
Financiële dienstverlening, 10.001+ werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
5/5
In totaal
5 / 5
Gebruiksgemak
5 / 5
Functies en functionaliteit
5 / 5
Klantenondersteuning
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: Training videos and the manuals are super useful. Go over them and you will quickly master this great platform.

Pluspunten: Working in the investment banking world requires to stay on top of things, including foreign currencies and international business news. CurrencyXchanger is our go to software for currency exchange rates. CurrencyXchanger keeps track of all our international stock rates for us for certain campaigns and works great as a platform for uniting all the necessary tools in one place. I am personally an avid user of CX after trying many similar software prior.

Minpunten: CX provides us with everything we expect it to, and it does so well.

CurrencyXchanger Business Server- Multi Branch

Beoordeeld op 31-7-2010
Lino G.
President
Bron van de reviewer 
4/5
In totaal
5 / 5
Gebruiksgemak
Functies en functionaliteit
5 / 5
Klantenondersteuning
Waar voor je geld

Opmerkingen: I would recommend the system to other foreign exchanges. It's very reliable and our business is relying on it for our everyday transactions. This software is very user-friendly too and everyone at every level can operate with it. This is BIG PLUS.

Pluspunten: I like the fact that all our branches can work with the same central system. I really like the new features added in the new version. 3.457. It made our work much easier. The OFAC and OSFI automatic checks are excellent and can help us with our compliance program. All the things that are automated are helping us. The fact that the system is now faster than previous version is a great plus I really appreciate that some of our suggestions are implemented in the system.

Minpunten: The minor issues are:
- sometimes it freezes on certain occasion.
- the rates server sometimes doesn't update the rates. - we would like to see improvement in the POS for non-currency items (better reporting for non currency items) - the denominations inventory could be improved - I would like to see an internal chatting system for the staff. I would like to see a specific message to a specific user, as we have many staff working for us now. - How much you made on a client, statistics on the client. average performance for a particular client. Answering questions like "Who's the best client" based on different parameters (based on referrals, volume, number of transactions). This feature is good for clients retention. - I can see who has been active in the past few years but I want to see who is not active. - Trading features need to be improved

Best Point of Sale Foreign Currency Exchange System

Beoordeeld op 5-5-2010
Kim H.
Financial Service Lead
Bron van de reviewer 
5/5
In totaal
5 / 5
Gebruiksgemak
Functies en functionaliteit
5 / 5
Klantenondersteuning
Waar voor je geld

Opmerkingen: I stongly recommend the system to anyone in the foreign currency retail sales business such as travel agencies, credit unions, money service businesses, or check cashing establishments

Pluspunten: After using a multimillion dollar custom designed point of sale system for many years, I anticpated it would be very difficult to find a replacement until I came across the Clear View Currency Exchanger System. Beginning with the ease of the installation process continuing through a year of ongoing training, it has been a pleasure to work with such as professional organization. The system is extremely user freindly, and has many advanced features necessary to capture all of our auditing and compliance needs. Tiran has been extemely helpful in customizing the system to meet all of our unique requests for our business. One of the features we find very useful is the ease in which you can create specific accounts to meet you individual business needs. Another is the ability to retain repeat customer information to use for future transactions. In addition, this feature may be used as a marketing tool by capturing specific spending patterns throughout the year.

Minpunten: As with all new systems, there are many features of the system that we are just beginning to know exist, and when we find we are accustomed to something that Clear View does not have, or can not do, Tiran is there to see if there is a way to incorporate it into the system.

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