Online Trading Academy Expands the Capabilities of
Salesforce.com with Magic Software Technology
If it had not
been for Magic, we
would have had to get
rid of the tools our
users were familiar
with and develop our
own in-house system—
just to
achieve
integration.
Eyal Shahar,
President, Online Trading
Academy
Overview
If you’re interested in getting more involved in the stock market—managing your 401k,
learning the fundamentals of investing, or even becoming as skilled as the professional
traders on Wall Street—the Online Trading Academy, is the place to go.
Founded in 1997, the Online Trading Academy, headquartered in Irvine, California,
has grown at an enormous rate (100 percent per year for the past five years) with
every indication that growth will continue for the foreseeable future. Thousands of
customers have graduated from the company’s many classes that are offered in
subjects ranging from trading fundamentals to Investment Theory, Swing Trading,
Options, Futures, and Currencies.
Part of the company’s expansion is due to its decision a few years ago to begin
franchising its operations all over the world. Starting with two locations (Dubai and
Dallas) there are now 16 franchises worldwide in addition to 6 locations under
constriction.
For many students of the Academy, the cost turns out to be free. The Online Trading
Academy has partnerships with many of the large brokers/dealers across the country.
These partners encourage their customers to take advantage of this training and
reimburse customers when a course is completed.
The Online Trading Academy even offers trading education CDs for home study. So,
whatever the need of the customer, there’s an education delivery model that will fulfill
that need.
The Challenge
A company growing this quickly, whose livelihood depends on its ability to manage the
sales leads and invoicing for thousands of individuals, many coming through
franchises, must be in tota