Post on-boarding, you will receive user manual for each role explaining the flow, features along with demo trial session. CRM is integrated with more than 25 Payment Providers & thus enables you to start accepting deposits without any delay. Forex CRM is designed in such a way that integration with any other PSP is easy, quick and will completely free of costs. With Forex CRM, define your own security policies to reduce your business risks based on role-based privileges for your team. It provides real-time insights into customer data like Leads, and Accounts, Deposits and many more. Converting a lead into a potential customer depends on efficient communication and nurturing.
The system has abuilt-in Forex Live Chat System, Support Ticket System, allows for Phone System integration, and supports email tracking. Multiple Support Channels all in one place seamlessly integrated between each other. Brokerage CRM will guide your agents to carry out the perfect strategy to engage and capture more leads.
Start Your Forex Business With Three Simple Steps
Trader’s Room paired with the IB Module is an ideal combination that will allow you to achieve both efficiency and profitability when managing your forex business. A Forex CRM system is a must-have for any Forex broker to help obtain better all-round success levels. Choosing the perfect Forex CRM software requires a good understanding of what’s on offer, your own needs, and what can be achieved. The first thing you should remember when opting for Forex CRM is that you need to have your main objectives in place in order to finalise an appropriate Forex CRM strategy for your brokerage.
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- We use our deep industry knowledge, unrivaled experience and unique relationship with other key service providers in the Financial market to keep our clients a step ahead of the rest.
- in the design, development and support of Financial Services websites, Forex CRM & back office tools.
- It can also be personalized to meet your business needs, by incorporating payment solutions, chat tools, email marketing/service providers, webinar tools, VoIP / Telephony, SMS and more.
- Sanfrix offers a fully customizable CRM specific to forex brokerages, that are reliable and easy-to-use.
- All Forex brokers need to focus on CRM as this is one of the main areas in which they can differentiate themselves from other Forex brokers.
- It is the ideal platform for both individual and corporate clients and back office teams to optimise their operations and increase their revenue potential.
Providing extensive books/records and analytical solutions for high degree of operations and activities. Enable cashless payment for everyday traders, through a merchant account that provides mobile accepting technology. Pre-integrated into Apexum technology suite and PSP gateways, streamlining brokers processes. Streamlining the special requirements and needs of unregulated companies and provide in depth services to help brokers with their banking needs. Banks specialize in the provision of international banking services for brokers. Apexum establishes your bank account that satisfies all your transnational needs. Helping brokers open bank account through experienced and professional legal coordinators, Apexum will be with you every step of the way to maintain the integrity of the process.
The ability for retail traders to see their true trading costs and compare their execution quality to the market average. Allow your clients to verify their account and consequently secure it using their phone number.
You will sell smarter andexpand your business faster even while remote. Empower your teams to provide great https://xcritical.com/ customer service from anywhere by providing automated guidance for all types of Leads, Contacts, Clients.
Experience in Forex industry can build real forex broker, We are named for expertise, compare to know. Offer multiple deposit options and keep track of withdrawals with our Client Office. Setting up a Forex Broker license is easy now and Fast, form your forex broker company and get license in 1 Week now. Our Trading Platforms of 2020 is a flexible CRM system developed exclusively for Forex brokerage companies, who are dedicated to a higher level of customer experience. It is a highly professional tool when it comes to monitoring and keeping records of the Forex leads.
Various user interfaces , and API’s to increase distribution channels to clients. Apexum operates all on-boarding procedures, allowing brokers to operate payments reliably and efficiently. Merchant accounts that suits the requirements of all the major regulatory agencies, relieving a significant burden for a new company, and easing the transition for an existing company changing its regulations.
Traders Room Features At A Glance
We deliver one of the deepest liquidity pools for FX, Metals, Crypto and CFDs. Leading Crypto CFD liquidity provider based on market research with 100+ trading pairs. Plus, he can define roles of individuals and give Cryptocurrency Exchange certain account related rights. Rayfin Solutions International Consultants is made up of a group of experts in the World of Forex. We are specialists with years of experience and more importantly success behind us.
Plan your marketing activities more effectively, send mass emails through a powerful Newsletter engine and improve the quality of lead generation processes using web forms. Generate various valuable reports and use rich and fully customizable dashboards to visualize comparisons,patterns and trends in sales, as well as in marketing. Seamless integration with Meta Trader Manager enriches your customer’s and gives you full access to trading information such as customer balances and customer transactions. forex crm is a modern Integrated tool to maintain /manage your client. Our CRM system comes with all the features that you need to manage your Clients, IBs, Business Activities & Marketing Activities. Know the most important Forex CRM features to look for to grow your brokerage in 2020.
In addition, we launched a tag system, that will allow your admins to monitor only the clients’ data that are “tagged” to them. You will have a personal account manager that will provide you with all the necessary documentation on the product possibilities. In addition, we will schedule a call with the product manager that will walk you through the functionality and will answer all of your questions. B2Core updates are first deployed to the staging environment for client testing and proceed to production deployment only after approval. This is done to minimize the risk of bugs on production and is a scheme that will make your product the most stable on the market.
More Interesting Integrations
Forming a broker company in Malta offers you numerous beneﬁts ranging from having a broker license issued by a well-recognized regulatory body, to acquiring favorable taxation. The multi-level IB system is aimed at focusing the maximum no. of traders forming the hierarchy.
The best and the most popular professional Forex/Crypto trading platform White Label solution tailored specifically to your brand. B2Core is best combined with the leading industry trading platforms to provide the ultimate performance and user satisfaction. In order to upgrade to a higher package you just need to inform the account manager about your decision and it will be taken care of from there. However, in order to downgrade from one package to another, you need to inform our team 2 month prior. Specifically for that we build a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department.
Using the initial momentum to develop the solution further as to sell into large enterprises, setup multiple brands and other financial institutions, it became a game changed for the company. The company trained hundreds of salespeople using the CRM and installed a full customer success department, at a click of a button.
Infrastructure and strict conﬁdentiality for offshore companies combined make Vanuatu quite an interesting location for starting a brokerage. With the campaign management feature of forex crm, you can create multiple campaigns directly from your CRM and measure their success. LaunchFXM is the trade name of The Liquidity Software Solutions Limited. We provide certain services like Forex White Label, Company formation, License service under the company name. Make your clients feel like you are a abroker of clients side communicate with them with our fast and multifucntional support system which will give clients next level support expereince.
Rayfin Solutions is dedicated to providing innovative solutions for leading Forex market players. The Skale Forex CRM is continuously updated to market needs ensuring you get the leading-edge and built-for-purpose solution from sales all the way through tomarketing. Increasing the speed of support response is the goal of your Support Department.