MT4 integration allows you to seamlessly connect your Forex trading platform with our CRM, enabling you to manage your customer accounts, trades, and other key data from one centralized location. With MT4/MT5 and Vertex Integration, you can integrate your Forex trading platform with our CRM, and manage customer accounts, trades, and other key data from one centralized location. Enhance the functionality of the platform by allowing multiple accounts to be managed from 1 simple interface. Ability to add and/or remove funds without affecting activity.Professional reporting analytics displayed to you and your clients. Many newcomers dive into the terminology and educating videos before entering the market.
You will also be able to analyze all the data available to understand how traders interact with your ads, promotions, sales, and applications. It’s all stored in one place, simplifying access for every member of the team. XCritical’s Forex CRM software is available at reasonable rates and provides all necessary features in one place.
Support for various business models
The software should enable you to keep track of all a lead’s contact information as well as where they are in the sales funnel and how often they’ve been contacted. Ideally, the system should also allow you to track where the lead came from so that you can focus your marketing efforts on the most successful channels. Account Application procedure comes equipped with a validation engine that helps you configure your Account Opening Application form(s) the best way possible for optimum lead conversion. On submit, users are filtered by an intelligent duplicate engine that help you observe suspiciously connected customers using multiple, configurable criteria thus reducing your risk. With CurrentDesk, you can automatically calculate daily trade and transaction revenue with more granular business rules. You can also tailor reporting based on commissions, rebates and leverages and layer on analytics on top of your trading platform for increased visibility and control.
- The solution is responsible for the automation of the vast majority of processes.
- Cloud-based or built in-house by a broker’s own team of engineers are the most common options for SaaS (software as a service) solutions.
- We have built a Forex CRM that streamlines your processes and acts as a central focus point for your organisation.
- Easily move data and securely between systems, making it a great option for businesses looking to streamline their data migration process.
- Couple that with the cost of acquisition in Forex running at five times the cost of retention makes reducing churn essential.
Broker managers can communicate with leads on time, which significantly increases conversion, and the VOIP click2call module also enhances the quality of customer support by, for example, preventing margin calls. The proprietary developed mobile trading applications, at the same time, are also improved by the WebRTC calls feature, giving the ability to reach clients, saving expenses on VOIP. The system can be adjusted to suit any business structure, even if unconventional. It allows you to effectively establish cooperation with partners, provide customer support, and use all the advantages of a cloud service to form unified reporting and analytics. CRM facilitates control over business conduct and simplifies the implementation of the selected business strategy. CRM supports opening multiple accounts per client in different base currencies, a convenient option for users who want to diversify their risks.
Risk Management System
This ensures that whenever a trader talks to someone at your brokerage, the employee will be able to accurately speak to what’s happened with their account in the past. ReportsWith all the information you’ll put into your CRM, it can be a powerful tool for compiling data. It should be simple to generate reports on trading statistics, leads, revenue, dividends, and much more. The CRM should also provide reports that make it easier to comply with the rules in your regulatory environment.
We’ve now seen how important a Forex CRM system is to a trading company. It is conceivable to build a system in-house over the next few years, but this would need a significant initial capital investment as well as continuous maintenance expenditures. Take, for example, B2Broker’s B2Core, which has assisted hundreds of brokers in breaking into the market and growing their businesses into globally known enterprises. Please get in touch with us if you want to support in identifying the most appropriate tools for your company, as well as insight into what your teams require to perform at their highest levels of efficiency. When a newer broker is ready to enter the market, expenses are of much account.
Data Streaming Technologhy
For each account, a trader can use different strategies or use any type of financial instrument. Payment integrationYou want to make it easy for clients to make deposits, because the easier that is, the more likely they are to make their first deposit and then keep trading. Choosing a https://www.xcritical.com/ that integrates with payment methods is one way to ensure deposits are simple for clients.
We use encryption, access controls, and regular audits to ensure its protection and minimize any risks. Manage your Introducing Partner Commission with Modern Equipped Software. All transaction, deposits and trade volume are calculated automatically. We have built a forex crm provider that streamlines your processes and acts as a central focus point for your organisation.