Ensure quick KYC, seamless onboarding and fast and efficient account opening and funding. In our research, we selected the best Trading CRM Providers in 2022. We have also researched and picked the best CRM Providers for small businesses and research companies.
We have developed a highly scalable alerting system which will allow your managers to receive real-time warnings about suspicious activities in order to mitigate the risk. Block certain functions to specific clients, countries, verifi-cation levels and much more for effective coordination and organisation in your system. We have conducted https://xcritical.com/ dozens of vulnerability tests with over 1,000 attempts to hack into our solutions with no success. Based on this experience we have developed functionality that will allow you to predict and avoid any slipups. We have developed functionality that allows admins of the product to make adjustments for a large amount of users in a few clicks.
Reports
A good Forex CRM is the heart of a retail brokerage and is a vital tool for the optimal functioning of any business. With today’s increasing competition and industry demands, operating a brokerage is tougher than ever when it comes to taking care of your clients needs. A brokerage needs to differentiate itself to succeed and implementing a good CRM will help avoid falling into the trap that some retail Forex brokerages have due to their inability to retain traders. Almost any part of FX Back Office’s forex CRM can be customized, allowing brokerages to create bespoke software that does exactly what they need it to. The company has exceptionally proactive development teams who are used to working with clients to cater to their every need.
With our technical team, you can customize a portal that will fulfill all your niche and customer needs. With CurrentDesk, you can automatically calculate daily trade and transaction revenue with more granular business rules. You can also tailor reporting based on commissions, rebates and leverages and layer on analytics on top of your trading platform for increased visibility and control. This CRM represents a comprehensive package that any brokerage firm aspiring to grow and succeed must surely consider. A game-changer, FX Back Office’s forex CRM offers unparalleled levels of control, flexibility, and security to brokerages around the world.
Integration with CRM systems
It integrates Email, SMS, social, and push notifications all together under one powerful CRM to ease automating marketing for small and medium enterprises. Combine and support different flexible and automatic rebate modes. Checkout the tools & features that are essential to sustainable growth of a brokerage. Above all, the influence of AI on how brokers do business is set to increase and will eventually reach the point where brokers that don’t will no longer be able to compete with those that use AI. Having Impact CRM enables a better understanding of the needs and demands of traders to drive greater brand loyalty.
And bytaking a holistic approach to the customer journeyit is easier to identify cross-selling and upselling opportunities. Our AI-driven CRM enables a broker to understand the needs of individual traders. It also uses predictive analytics to suggest how to interact with them. However, to meet these two challenges requires analysing customer data. Failing in either results in missed acquisition opportunities, fewer conversions, poor customer service, failure to upsell and increasing churn.
List of all clients/partners
You will indicate us the desired colors in addition to the logosin order for us to create a solution of your dreams. Responsible people will be able to work with the procedures by moving them to a different status. Everything will be logged inside the event to keep track of everything. For each event that occurs, there will be a detailed view of all account details and the listed procedures of the event. Create custom procedures for every event type so that after the event has occurred, your team will know what to do and can take immediate action. Add only responsible people as recipients of email notifications regarding a particular event trigger in order to keep your team focused only on relevant matters.
Having worked in the financial services market for a long time, we do understand that for Forex brokers, time is money. That is how long it takes to integrate Forex CRM with your MetaTrader 4, MetaTrader 5, cTrader or any other trading platform. Our state-of-the-art brokerage technology is designed to help you streamline your operations, manage risk more effectively, and offer a superior https://xcritical.com/blog/forex-security-how-to-protect-your-forex-crm-data/ trading experience to your clients. Whether you’re looking to start a new brokerage or upgrade your existing operations, our solutions can be customized to meet your specific needs and preferences. Our FXOD CRM can operate as a central customer profile and a single wallet. Multiple Trading Accounts from multiple trading platforms can be integrated with one Customer Profile and Wallet.
Forex affiliates | Your partners
New leads show up on the top of the list with all crucial information like name, phone number, email address, partner’s code, status, country, UTM. А client can choose account leverage from the list approved by brokerage, execution type, and so on. А client sees the list of account types available at the brokerage and can choose the best one for them. UpTrader Forex CRM works with MetaTrader 4 / MetaTrader 5 / cTrader or any trading platform you want to connect to.
- One dashboard shows you all the relevant data from thousands of data points including marketing sources, deposit values, contact info, language preferences and trading PnL.
- We offer full support and close collaboration with developers which will exceed your expectations.
- FX Mobile Apps Our services are not limited to only web based applications, we have also extended the client interface to mobile applications.Get your app customized for both Android and IOS.
- If a deal has a closed status and a specified Close date, the property will use the exchange rate that was in effect at the specified Close date.
- You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
- Create custom campaign codes and payouts in your CRM for easy tracking and marketing attribution.
Know-Your-Customer is an important procedure for any broker and exchange. We offer ready integration with the leading global KYC providers and can integrate any additional ones. A customer management, verification confirmation and ticketing system for your support service which also includes many other useful features. CTrader is Spotware’s flagship trading platform solution developed by Spotware and a brand trusted by millions of traders worldwide.
Optimize your entire process for sales and onboarding.
Your partners can get an overview of their clients’ money from the reports or from the charts on the dashboard. Having a fresh daily analysis, publishing important company news allows you to attract your clients’ attention to trading, especially if your clients are just starting out. Admin decides whether to open a trading account for all new users or for verified clients only.
Forex CRM for Brokers
In addition, Hubspot offers free tools for teams and best manages customers’ contacts well. Salesforce engages clients, offers good customer service, and allows mobile work. Salesforce has built its client relationship based on trust, innovation, and equality.