The option to receive notifications of customer actions helps managers react promptly in any situation. Because of this, it is possible to increase the efficiency of the whole department significantly. The platform also supports sending notifications to clients via SMS, e-mail, or directly to the trading terminal. Best-in-class XCritical CRM is designed explicitly for the brokerage segment. It enables sales and retention teams to drive more revenue via numerous built-in features based on our 15+ years of brokerage business expertise.

Besides, your client data will be stored without duplicates and errors. The CRM forms reports for each client and provides control over withdrawals and deposit replenishment. CRM is configured using many parameters and integrated with the XCritical platform and popular trading platforms, Metatrader4 and Metatrader5.

Customer Relationship Management (CRM ) Systems

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.

This can inform funds on how to improve their execution and can show brokers if they have a particular problem area that may need addressing in order to improve their pricing. The liquidity team are on hand to provide input forex crm provider and knowledge where needed. A huge problem arises when a CRM system is designed for a certain trading platform specifically. Every business is going to grow, and the brokerage sphere is rich in numerous trading platforms.

Smart duplicate accounts tracking system

Customer Relationship Management systems provide clients with a well-developed personal account. It opens access to all brokerage services (deposit & withdrawal, creating accounts, applying https://xcritical.com/ for a KYC/AML procedure, and many more). By incorporating Forex CRM solutions into their operations, businesses can enhance relationships with potential leads and existing customers.

• Forex is the largest market in the world with more than 6 trillion transactions per day....
• A robust online Forex CRM software has been developed by FXWhiteLabel to meet the CRM demands on an enterprise level.
• Other services include historical charts and rate tables, foreign exchange service and a commercial currency data feed service that offers accurate and reliable exchange rates for businesses.
• CRM is configured using many parameters and integrated with the XCritical platform and popular trading platforms, Metatrader4 and Metatrader5.
• For the needs of each individual client, fxwhitelabel offers different packages with transparent prices and no hidden fees.
• The product is compatible with MT4, MT5, and other top-rated trading platforms.

Additionally, streamlined KYC procedures are also provided, so you don't even need access to your computer in order to manage crucial operations. FX Back Office CRM is another powerful platform designed to help brokers establish solid relationships with traders and operate business with maximum efficiency. An innovative approach to outsourcing that revolutionizes relationships between Forex brokers and service providers to reduce costs while ensuring maximum quality. Bridge the gap between your trading platforms and improve your workflow with Leverate Forex CRM. Ensure your data is maintained in a single, organized location for streamlined access and compliance.

Empowers the Sales Team

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A robust client database is essential for an effective Forex CRM system, allowing your staff to find relevant information easily. Furthermore, custom fields and import/export capabilities ensure data accuracy and organization are upheld in all circumstances. First and foremost, beginner business owners need to understand deeper what a Forex CRM system is and why top-rated companies take this component into account. DIGITAL MARKETING Full-fledge SEO & SMO marketing could pull more audience. Our team has vast years of experience in Digital Marketing to make enough traffic for your Business. Full control over spread customization on group level as well as account level, giving partner an edge in managing accounts settings with ease.

Must-have features for your broker CRM

On top of high-level features for traders and managing staff (well-planned admin panel, constructors of registration, and KYC processes), this solution is compatible with a lot of outer services. For instance, business owners may integrate over 80 reliable payment providers. Implement the Sum-Sub WebSDK technology to automate your KYC verification. The system maintains integration with numerous 2FA settings and providers .

XCritical’s solution helps different departments communicate, simplifies the work process, and speeds up routine actions. Running a brokerage company or starting one can be complicated, but success is within reach with Forex CRM solutions from upTrader at your side. With this software, you can use an improved support experience with 24x7 availability.

Global Clients

LX CRM is built in the fullest correspondence with 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. 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. Furthermore, CRM systems are exceptionally important from the viewpoint of integration of third-party services like KYC providers, payment providers, etc. High-level solutions provide both traders and your staff with access to ultimate functionality, reports, statistics, etc.