¿Quién utiliza este software?

Intercambiadores de dinero, bancos, cooperativas de crédito, instituciones financieras, casas de cambio de divisas, cobro de cheques, préstamos de día de pago, tiendas para turistas, oficinas de correos, hoteles, moteles, centros de vacaciones, comercio

Valoración media

61 opiniones
  • En general 4.6 / 5
  • Facilidad de uso 4.6 / 5
  • Atención al cliente 4.8 / 5
  • Funcionalidades 4.8 / 5
  • Relación calidad-precio 5 / 5

Detalles del producto

  • Precio inicial USD 120.00/mes
  • Versión gratuita
  • Prueba gratis
  • Implementación Instalado: Mac
    En la nube, SaaS, web
    Instalado: Windows
  • Formación En persona
    En directo en línea
    Seminarios web
    Documentación
  • Asistencia En horario ininterrumpido (atiende un representante)
    Horas laborables
    En línea

Datos del proveedor

  • Clear View Systems
  • http://www.clearviewsys.com
  • Fundada en 2003

Sobre CurrencyXchanger

CurrencyXchanger (CXR) es una aplicación comercial para automatizar el negocio de intercambio de dinero. Ofrece POS, CRM, AML, CTF, Cumplimiento, Contabilidad, Creación de informes y más. Se puede usar como un sistema independiente, en un entorno de red con oficina principal o interna y también en una operación entre diversas sucursales utilizando un servidor central (o basado en la nube). Lo utilizan más de 350 minoristas y mayoristas en 30 países. Clear View Systems tiene una calificación A+ del Better Business Bureau (BBB).

Funciones de CurrencyXchanger

  • Acceso a los datos de mercado
  • Cotizaciones de divisas en tiempo real
  • Creación de informes de analíticas
  • Estados de cuenta personalizados
  • Gestión de clientes
  • Gestión de existencias
  • Gestión de márgenes
  • Gestión de transacciones
  • Para cambio de divisas
  • Programación de copias de seguridad de datos
  • Seguimiento en tiempo real

Las opiniones más útiles de CurrencyXchanger

A Software That Provides Multi-Currencies Rates

Publicado el 12/10/2018
Usuario verificado
Investment Banking Analyst
Servicios financieros, 10,001+ empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña 
5/5
En general
4 / 5
Facilidad de uso
5 / 5
Características y funcionalidades
Asistencia técnica
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Puntos a favor: 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.

Contras: 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.

Respuesta de proveedores

por Clear View Systems el 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

Publicado el 24/2/2017
Rostia F.
Chief Compliance Officer
Servicios financieros, 13-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña 
5/5
En general
5 / 5
Facilidad de uso
4 / 5
Características y funcionalidades
5 / 5
Asistencia técnica
5 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: 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.

Puntos a favor: Reports, Excel, receipts, customer profiles, and Compliance tools.

Contras: 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.

Respuesta de proveedores

por Clear View Systems el 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

Publicado el 29/11/2018
Usuario verificado
Investment Banking Analyst
Servicios financieros, 10,001+ empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña 
5/5
En general
5 / 5
Facilidad de uso
5 / 5
Características y funcionalidades
5 / 5
Asistencia técnica
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

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

Puntos a favor: 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.

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

CurrencyXchanger Business Server- Multi Branch

Publicado el 31/7/2010
Lino G.
President
Fuente de la reseña 
4/5
En general
5 / 5
Facilidad de uso
Características y funcionalidades
5 / 5
Asistencia técnica
Relación calidad-precio

Comentarios: 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.

Puntos a favor: 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.

Contras: 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

Publicado el 5/5/2010
Kim H.
Financial Service Lead
Fuente de la reseña 
5/5
En general
5 / 5
Facilidad de uso
Características y funcionalidades
5 / 5
Asistencia técnica
Relación calidad-precio

Comentarios: 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

Puntos a favor: 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.

Contras: 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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