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Axi – Global Leader in FX Trading
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Axi – Global Leader in FX Trading

Axi – Global Leader in FX Trading

How Axi Re-imagined the way Staff Interact with Global Policies and Procedures

Customer Overview

Axi was founded in 2007 and is a trusted global top 10 trading broker with over 60,000 customers in 100 countries who placed over $2.5 trillion trades by volume in 2020.

Axi holds licenses in jurisdictions around the world including an Australian Financial Services Licence. Their outstanding trading service has been recognised with multiple industry awards.

Click here to find out more information about Axi.

The Challenges

Obtaining timely information is critical for Axi’s global Margin FX/CFD business. Timely information is required for the effective management of its global obligations and to ensure optimal delivery of services to its customers. They recognised that their approach to disseminating internal policies and procedures to staff did not align to its digital strategy or support the growing needs of the business.

Internal documents were primarily stored and accessed via PDF documents. To perform a function such as searching a key term across the library of PDF documents was simply not practical under this approach.

These standalone PDF documents created a hand-break effect on the capacity of staff to obtain answers quickly. It became apparent that a better solution was required to support the needs of staff and ultimately benefit its customers.

Money

The Solution – 1WordFlow Policies Re-imagined

1WordFlow Policies Re-imagined transformed how Axi manages and disseminates policies and procedures throughout its organisation, ensuring all staff have access to every document in webpage format, on any device, in any location and in over 100 languages.

Axi staff now enjoy:

A unified system in one location

  • 1WordFlow has brought all information into a single location.
  • Staff simply logon to a user friendly SharePoint site for immediate access to the information they need.
  • Documents are neatly categorised according to jurisdiction and business division, so it is now easier for staff to locate the right documents in a shorter timeframe.

One Standard Format and No More Downloads

  • Rather than navigating multiple analogue formats – Word and PDF – 1WordFlow standardises the presentation of all documents as digital webpages.
  • Customers are also provided the option to personalise the site with their own corporate colours and logo.
  • A single search can be performed across the whole library of published policies and procedures.
  • Recognising that there is still a need to produce PDF documents when distributing documents outside the organisation, 1WordFlow stores the published version in PDF format which is accessible via the 1WordFlow platform as needed.

Every Page One Click Away

  • Staff can now go directly to the desired section of a document (no more endless scrolling).
  • Every section of the document has is assigned a unique URL.
  • The unique URL provides the ability for staff to share a link to a specific section of a document with their colleagues. Previously the sharing of a section of a document was conducted via screen shots or sending the whole document with a section reference.

Related Content Linked

  • Related documents are linked, enabling staff to access, for example, a related procedure from a policy document with a single click.
  • This provides for a fully integrated solution, reducing the number of searches or clicks to get to a related document.

The Results

1WordFlow has transformed how Axi manages its policies and procedures.

  • Staff now have instant access to up to date policies and procedures from a single location
  • Staff can search across all published policies and procedures with a single click
  • Staff from every jurisdiction can now go directly to the relevant policies and procedures with no document downloads.
Money
“At Axi we are delighted with the impact 1WordFlow has had on our policies and procedures management. The implementation process was fast and efficient. The user interface is extremely user friendly, and our team could commence publishing documents with minimal training using the 1WordFlow console. Policies Re-imagined has transformed this key aspect of our business. We’re saving time, acting on the right information, and giving our users a great experience”
Find out how Policies Re-imagined can transform your policies and procedures management.
Watch the video here 
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