Forex CRM solution, supporting effective account management

Firstly, it is a CRM system and back office for financial business, which are designed to provide full and comprehensive control over the trading activity of users as well as to generate detailed reports on its results. The company also offers access to an IB and affiliate portal, as well as a percent allocation money management system (PAMM) and a B2B help desk. The CurrentDesk CRM system helps brokers automate inner processes and optimize sales and onboarding processes. The software enables a brokerage company to build a multi-level referral program, as the system is responsible for invoices and rewards. The product
is compatible with MT4, MT5, and other top-rated trading platforms.

  • The yellow metal benefited marginally from the slide in US Treasury yields.
  • Delivered through digital channels to promote brands and connect potential customers.
  • A multi-asset trading platform developed by DevExperts supporting trading equities, ETFs, Futures, Forex, Commodities, CFDs and cryptocurrencies.
  • Nonfarm Payrolls are expected to rise by 170,000, and the Unemployment Rate is projected to decrease from 3.8% to 3.7%.
  • The Admin portal allows brokers to manage the overall system and global users and assign roles and permissions for each user to access specific data.

Financial institutions can now monitor and manage their customers’ DGM RemAPP subscriptions through Syntellicore, reducing their administration costs. The best and the most popular professional Forex/Crypto trading platform White Label solution tailored specifically to your brand. Allow your clients to verify their accounts before conducting any financial activities on the platform.

Brokers set the Commissions Settings in an intuitive web interface and are able to see instant feedback. On the IB side the interface incentivizes IB Registrations and streamlines Referrals. A fully automated client service is in the spotlight.A new generation of professional trader’s room for stepping up into the competitive Forex Market. This goes from when they register (e-mail/contact number/verified documents) to all communication that is made with the client thereafter, and all of their transaction history. FXOD CRM allows you to call customers as well as send SMS to individuals or customer groups.

The AI-based verification services, allow you to fulfil your Automated KYC and AML compliance obligations. Syntellicore is embedded with a rich selection of approved automated Document, Name, ID, Address, Date of Birth, Face, and AML verification. You now have the option to keep critical customer data in a secure environment and with a trusted vendor within your premises or on our highest security hosted environment. Dynamic Works is certified with ISO9001 and ISO27001 for Information Security. A feature-rich matching engine developed by B2Broker for high-loaded exchanges with a large number of clients.

Through Trade Soft, brokers can access a combination of FX Platform, our fully hosted service, and ultra-low latency connectivity to their choice of liquidity providers. Our Account Application procedure comes equipped with a validation engine that helps you to configure your Account Opening Application form(s) the best way possible for optimum lead conversion. On submit, users are filtered by an intelligent duplicate engine that helps you to observe suspiciously connected customers using multiple, configurable criteria thus reducing your risk. Generally, the broker relies on internal and external staff with day-to-day operations. Client registration, KYC, deposits and withdrawals are attended to by the operation staff.

forex crm

Brokerage CRM will guide your agents to carry out the perfect strategy to engage and capture more leads. You will sell smarter and expand your business faster even while remote. Empower your teams to provide great customer service from anywhere by providing automated guidance for all types of Leads, Contacts, Clients. First thing first, getting all the important tools under one roof is pretty impressive.

forex crm

The author has not received compensation for writing this article, other than from FXStreet. On Friday, the key event for determining the direction of the US Dollar will be the US employment report. Nonfarm Payrolls are expected to rise by 170,000, and the Unemployment Rate is projected to decrease from 3.8% to 3.7%. A positive report can potentially strengthen the Dollar’s rally, while soft figures, in line with the ADP data, could trigger a correction and a rally in Treasury yields. The US Dollar dropped for the second consecutive day, but this move is still considered corrective, with no significant changes in fundamentals.

forex crm

The entire system was built with forex brokerages in
mind, specifically how they have to interact with regulatory bodies. From the secure storage and management of their client
data, to having to market themselves in a fiercely competitive market, to
suffering with CRMs that are generic and difficult to use. The industry also
requires in-depth reporting tools that many CRMs struggle to deliver.

Please pay attention that we don’t provide financial services on behalf of B2Broker LTD. We provide financial services on behalf of companies that have relevant licenses. Experience unparalleled control over your Forex brokerage with CRM for Forex Brokers- the ultimate solution for boosting sales, and improving customer satisfaction. If you are already a registered user of TheHindu Businessline and logged in, you may continue to engage with our articles. If you do not have an account please register and login to post comments. Users can access their older comments by logging into their accounts on Vuukle.

Where multiple departments of a brokerage can work together and manage an entire client lifecycle within a single interface, YOONIT CRM can help achieve higher conversion efficiency, smooth client management, and retention. Nullpoint Technologies offers premium yet affordable bespoke solutions for Forex and CFD Brokerages, which aim to automate their operations and offer an elevated customer experience. From the financial point of view, your finance department can create reports in seconds, saving hours and hours of the day and allowing them to research into better providers and suppliers in order to save money for your company.

As a result, you will sell smarter and expand your business faster even while working from remote location. Thus, empower your teams to provide great customer service from anywhere by providing automated guidance for all types of leads, contacts and clients. Multi-level IB system enables brokerages to exponentially grow their trader database.

forex crm

As we respect the data privacy of the client’s data, we never host any database on our server, it’s always hosted on the client’s server but as the core application has our proprietary rights we host it on our server. This App eases the flow for my Forex Client…be it open live account, demo or in fact, the IB module is quite easy to understand. The yellow metal benefited marginally from the slide in US Treasury yields. Silver finished slightly below $21.00 after being able to hold above the key support area at $20.65.

Give your Sales team an edge with smart yet simple lead-tracking functionality to better understand where your traffic and referrals come from. Your brokerage relies on a CRM your can rely on for all your operations. The PLUGIT Forex CRM was developed to cater to the unique needs of Forex Brokers. Understand the patterns of the business & build a successful relationship with your clients. Thanks to our strategic industry-leading partnerships, we can provide solutions for all the technical challenges that will appear as your firm grows. Indeed, you may have the time, money and experience, but what ever happened to wanting more – more time, more money, more experience.