FX Back Offices Customizable 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.

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.

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.

Leverage Forex CRM Solution to boost sales and customer retention for your brokerage. ThorChain surpassed $1 billion in transaction volume in the last five days, a surge attributed to illicit activity. RUNE price has seen an impressive increase over the past week before a 5% dip on the daily chart. The US Dollar gathered strength in the American session on Friday, boosted by hawkish Federal Reserve bets. The data from the US showed that Nonfarm Payrolls rose by 336,000 in September, surpassing the market expectation of 170,000 by a wide margin. If not otherwise explicitly mentioned in the body of the article, at the time of writing, the author has no position in any stock mentioned in this article and no business relationship with any company mentioned.

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.

Implement the Sum-Sub WebSDK technology to automate your KYC verification. The system maintains integration with numerous 2FA settings and providers (Nexmo and Google are available
by default). One of the most crucial factors to consider when selecting the finest CRM system is the simplicity of use.

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.

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.

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.

You can open and close transactions without ever switching from one tab to another. FXOD CRM is easy to use and it minimizes risks and helps you to maximize the revenues of your FX industry as a whole. The App Store is powerful yet easy to use, providing the ability to the Broker to change or expand the entire system in no time.

Trade Soft is one of the leading technologies and service providers in the Forex brokerage industry. We became an influential force in the Forex market and maintained our position at the front line of brokerage technology. Our FXOD CRM of Trade Soft will guide your agents to carry out the appropriate strategy to engage and capture more leads.

• B2Core, one of the most sophisticated business Forex CRM systems available, provides Forex brokers and exchanges with easy access to information about their clients, administrators, and independent business partners.
• Never miss a single piece of information about your clients and prospects alike with the sophisticated technology of YOONIT CRM.
• High-level solutions provide both traders and your staff with access to ultimate functionality, reports,
  statistics, etc.
• Usually, Syntellicore covers 100% of what a Broker might need plus it offers a number of additional rich features and GUI parameterization capabilities.

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.

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.