Drive traffic and boost leads with targeted marketing campaigns. CurrentDesk comes packed with all the tools and integrations you need to run your entire Forex business from one dashboard. 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.

crm trading platform

Provide multiple variants of deposits/ withdrawals in your system. Margin multi-asset trading including crypto-currencies are included. Advanced dealing and risk management settings are designed to increase the revenue from the trading flow. A trading account nominated in any type of cryptocurrency, fast crypto deposits and withdrawals through B2BinPay. Retention of clients Create robust reports that inform your sales and marketing teams on which retention initiatives are succeeding and which may be improved. At the highest echelons of government, safeguards have been implemented.

A new generation of professional software that helps brokers and exchanges manage their customers, admins and IB-partners in one place. Motivate clients to deposit more, to trade on live accounts, to make trading volumes using the status system and its benefits. You can explore many ways to accomplish this goal since the settings are flexible. The wallet is designed to make it easier for you to manage your finances.

General settings

By honing in on a specific audience, you can better understand their needs and tailor your products and services to meet their demands. This targeted approach requires effort and attention to detail, but it often results in a more efficient and effective marketing strategy. Easily control deposits and withdrawals, KYC procedures, and launch your marketing activities. That means digging deep into the vendor’s service level agreement and ascertaining exactly where your data resides, who is responsible for its safety, and what happens if there’s a problem. Doing some Google surfing to see whether this vendor has been breached in the past—and if they have, what their response was—is another good indicator of just what you’re getting your data into.

Provide status reports, improve operations and organise information. Run real time reports to show how much revenue you’ve earned per lead and which team members are hitting targets. A better CFD brokerage starts with a more powerful front-end platform and a smarter back-end system.

  • Freshsales CRM similarly provides a lightweight and simple SMB-focused CRM solution while offering expanded functionality.
  • As a result, our FXOD CRM is seamlessly integrated to trading solutions.
  • Our Account Application procedure comes equipped with a validation engine that helps you to configure your Account Opening Application form the best way possible for optimum lead conversion.
  • I am a well-rounded financial services professional experienced in fundamental and technical analysis, global macroeconomic research, foreign exchange and commodity markets and an independent trader.
  • The system comes packed with all the tools you need to track and convert.
  • Clients can transfer funds in same or cross currency from their Wallet to their Trading Accounts in different Trading Platforms.
  • We’re always looking for ways to give brokers more control over their business with powerful features that will help them succeed in this ever changing market!

In the Forex industry, a CRM is a tool that brokers can use to manage everything related to their clients’ accounts, from Know-Your-Client compliance to wallets and payments. In other words, it is a complete software solution that helps businesses in the Forex industry streamline their operations and improve their bottom line. This all-in-one solution can make it easier for brokers crm trading to keep track of their clients’ needs and provide them with the best possible service. Brokerage businesses utilize CRM to communicate with their clients and manage their internal workflow. At this level, organizations build customer relationship management systems around their methods and concepts for engaging with traders, resulting in substantial disparities amongst brokers.

Our Established Services

MT4 and MT5 are the most popular Forex trading platforms and are available through our white label solution. However, Impact CRM can integrate with other Forex trading platforms. Together with Forex CRM and trader’s room, Dynamic Works can also deliver your Forex dynamic, responsive website, independently or as a bundle. Alternatively, Dynamic Works’ Forex CRM and trader’s room, can integrate with your existing web.

A CRM system is a software that allows Forex brokers to keep track of their client relationships and interactions. We take pride in announcing that we have a proven track record of helping brokers with all the technology they need to set up and operate highly efficient brokerages. Our FXOD CRM system’s key advantages is the flexibility in setting up security parameters. Each parameter can be customized based on the needs of various company departments. As the FXOD CRM platform is directly connected with the trader’s room, you can receive the real-time notification of the client’s activity. It means, any action taken by the client, will be notified to you instantly on this CRM for Forex Brokers.

crm trading platform

Forex DevOps The Forex Devops platform enables you to get the latest Forex trading software for your brokerage business. Telecoms integration also enables more efficient calls monitoring. This is another feature to consider for Forex brokerages keen to bring greater efficiency to their compliance management. Sentiment analysis is a sub-division of AI which can determine the mood of a trader during an interaction. These insights help Identify what makes traders happyand improves retention by increasing understanding about what actions lead to sales.

To start your brokerage company, you need:

The entire history of customer actions is automatically registered in the personal account; thus, it is not difficult to trace it. If a customer’s task requires the attention of an employee, they are notified. Each trader is given access to the profile, as well as all the necessary tools for managing money transfers, deposits, partner system, etc. CRM specifically designed to meet the real, everyday needs of forex and CFD brokers. Easily enhance your operational excellence and provide a smoother customer experience. Trade Soft is one of the leading technologies and service providers in the Forex brokerage industry.

What’s more, its pricing is tiered such that its entry-level Salesforce Essentials offering is affordable even to small businesses. Alerts will highlight valuable clients to look after, and automatically spot inactive traders so the partner can take action to get them trading again. Partners can access their own portal to manage incoming leads, review their performance, and receive rebate payouts.

CRM PORTAL has a ticket-based support system that makes it easier and faster for brokers and traders to interact. Even though the performance of the sales team is evaluated based on the closing of deals, there are many other elements which makes the sales team member unique. It can be many factors, such as number of new customers, mixture of different products etc. Zoho CRM has the features to prepare and monitor Key Performance Indicators based on different criteria. It can also recognize the team member with pre-defined badges on achieving the determined target.

This is especially true if you use more than one trading account. To deposit on each account separately through payment systems, and also not to withdraw funds from each account separately, you can exclusively use the wallet. The main disadvantage of accepting payments in cryptocurrency is the lack of familiar interface. When paying by card or through a popular EPS , no special skills are required to transfer money, all the fields are familiar, processes are automated, crediting is predictable. Cryptocurrency payment is not a mass method yet, and often such payments are made manually, which is inconvenient both for clients and for the company.

Custom reporting and monitoring systems

Sytellicore comes with all the tools that are needed to automate and grow a Forex Brokerage business. With the Skale Forex CRM you have everything under one roof to start trading right away. Marketing, Sales & Retention, Fully Transparent MT4 Integration, PSPs and many other start of the art FinTech tools.

crm trading platform

According to a Walker Consulting report customer satisfaction will be more important than the price and the product. Empower your employees to drive conversions, provide best-in-class customer experiences and offer responsive support. Syntellicore Forex CRM is a flexible CRM system developed exclusively for Forex Brokerage Companies who are dedicated to a higher level of Customer Experience.

External CRM & Ticket Systems Integrations

Good liquidity, in essence, provides you with the speed of execution on your clients’ trades at the best prices with minimal cost. If you supply your clients with good liquidity, you will certainly build a long-lasting relationship with them. We have a White Label copy trading platform for both MetaTrader 4 and MetaTrader 5. Create your own Forex brand and use МТ Manager to create unique trading conditions for your clients.

Customisation of risk management systems

Financial institutions can now monitor and manage their customers’ DGM RemAPP subscriptions through Syntellicore, reducing their administration costs. Connect whitelabel for clients for MT4, FXNEXT and MT5 in multi-account mode. The new version of CRM for brokers allows you to connect any accounts in multi-account mode from any servers, with Metatrader 4, FXNEXT and Metatrader 5. Сrypto margin trаding has grown phenomenally and has become the most dynamic segment of online trаding. In partnership with Mastercard, Latin America’s most popular exchange, Bitso launched a debit card in Mexico offering cryptocurrency rewards on customers’ purchases.

Due to the greater demand for crypto assets, new exchanges are hitting the market with promised convenience and features. Dynamic Works is one of the most well-known FX broker CRM providers. A Cyprus-based Forex Brokerage Technology firm that specializes in the provision of a forex CRM system, known as SyntelliCore. The business also has offices in Limassol, Cyprus, and London, United Kingdom. The company’s goal is to equip business owners with innovative solutions that stand out from the crowd.

Integrated, Creative & Intelligent Web Design, Mobile Applications, CRM and Software Development.

You can do markups, add any pairs and connect it to any liquidity provider or carry out internalisation. Give your clients the opportunity to check their trading activity and analyze the key metrics inside the B2Core trader’s room. A financial technology provider with cutting-edge aggregation software, ultra-low-latency connectivity, institutional grade hosting solutions. An electronic trading platform widely used by the online retail Forex industry developed by MetaQuotes Software.

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