Managers can see all key marketing metrics like UTM, special offer, and registration page in the client profile. They are helpful in figuring out why the client is here and what to sell them. Any manager would appreciate tips on how to speak with clients and what to expect from them.
Such a solution plays the role of an advanced, high-end back office, empowering brokers to manage every process within a company. Such systems are in charge of broad networks of reports, and automate most of a company’s inner processes. Business owners distribute access to diverse processes, introducing diverse roles. These are just some of the benefits of using our CRM which helps you to easily manage your day to day activities. The modern CRM solution platform is specialized computer software that companies use to interact with their customers as efficiently as possible.
Robust FX CRM
Multiple Trading Accounts from multiple trading platforms can be integrated with one Customer Profile and Wallet. This gives you great control over your customer’s Compliance and Financials and at the same time it offers the ultimate Digital Customer Experience to your customers. Leverate is known as the premium provider of technologies for financial markets, and a Forex CRMsolutionis among the products available for brokerage companies. The product is compatible with MT4 Client, Web Trader, and Mobile Trader. What’s even more important, a business owner or a manager may dive into the interaction process with leads and active clients clustered by a Forex CRM system as well. Brokers understand which features their clients are looking for and offer the exact functionality and benefits to convince active traders to remain on your platform.
Financial Licensing FX brokerage license will help you to gain the financial success of your brokerage business. Banking Solutions Our state-of-the-art banking solutions enable the brokers to receive payment seamlessly. CLOD – Web Trader Web trader with one click deposit – branded mobile app.
Client registration, KYC, deposits and withdrawals are attended to by the operation staff. Thus, the system simplifies operations by assigning roles to your staff. As a result, agents in a support role will ensure client satisfaction and so on. Our FXOD CRM of Trade Soft will guide your agents to carry out the appropriate strategy to engage and capture more leads.
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. Quickly search through partners, their clients and all details regarding their trades in a UI-friendly admin panel. The affiliate module is the best marketing tool in FOREX and cryptocurrency space.
Ticket system integrations
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. The clients can distribute their funds from the wallet to all their trading accounts or put them back to the wallet. This is probably one of the best features of Cloud Forex CRM systems. With this feature, it is possible to track the monthly, quarterly, and annual records of the client. Some important analytics which is covered in this feature include e-wallet transactions, withdrawal, deposits, IB, and much more. Besides, if you want to switch the user to another employee, this is done almost instantly.
- Your partners can get different Excel reports detailing their clients’ trading volumes and other data important for their IB rewards.
- Keep a journal on each of your clients which can be used for different purposes such as dealing, risk, legal, etc.
- CRM maintains the highest security standard for payment card processing — PCI DSS Level 1.
- Our aim at UpTrader is to support all the best practices on the market so you can quickly build your own business processes by selecting the best options for you.
- Process We follow a systematic process to get your Forex business up and running in the Forex industry.
LX CRM is customized to your needs, offering a set of dashboards and widgets so that you could activate the mandatory settings to make your system as effective as possible. Each and every department in the company needs business forex crm solution to access this information and use it for different, but equally important purposes. High-level CRM software manages your relationships with IBs, controlling rewards and other important aspects of cooperation.
Activity and Finаnciаl Reports
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. Just use this information to motivate your clients to trade more. Let managers give their clients individual bonuses right away when they are making a sale. Our aim at UpTrader is to support all the best practices on the market so you can quickly build your own business processes by selecting the best options for you.
CRM facilitates control over business conduct and simplifies the implementation of the selected business strategy. CRM has an ERP system, which fully supports marketing, compliance, sales, dealing, and business process management. The product facilitates interaction between different units of the company, increasing the manageability and productivity of the broker.
Recent Integration of Pa…
Syntellicore is a flexible CRM system developed exclusively for Forex Brokers and White Labels who are dedicated to a higher level of Customer Experience. A cost-effective solution, Syntellicore can be customized to your exact business model and be optimized to match your existing procedures. Syntellicore fully integrates with trading platforms (e.g. MT4/5). LX CRM is built in the fullest correspondence with https://xcritical.com/ brokers’ needs and helps business owners to upgrade their performance with inbuilt or integrated marketing and automation tools. Such a product enables brokers to connect SMS services, affiliate systems, and other outer services to get a next-level system. Furthermore, CRM systems are exceptionally important from the viewpoint of integration of third-party services like KYC providers, payment providers, etc.
PSP Solutions Custom Pay In/Out solutions with easy API integration. Get benefited with ground-breaking solutions in the FX industry as a whole provided by our dedicated team of engineers. With the right tools you can build a frictionless customer experience. Kenmore Design CRM is a toolbox you need to thrill customers at scale, help them help themselves, and expand the base of happy customers who advocate for Your Brokerage. The system has abuilt-in Forex Live Chat System, Support Ticket System, allows for Phone System integration, and supports email tracking. To make a successful sale right away, a manager should have certain freedom in their actions.