What is a Forex CRM: definition and main features

Forex Crm System

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. By using Skale Forex CRM Revenue Management Platform the client has been able to provide innovative trading technology, superior dealing performance, and exceptional customer service throughout its customer’s journey. Forex CRM Platform – the Skale technology stack is finance-specific and designed to support customer acquisition, sales and management.

forex crm

These insights help Identify what makes traders happy and improves retention by increasing understanding about what actions lead to sales. Nowadays, keeping traders happy and loyal forex crm to your brand is harder than ever and requires greater sophistication. Long gone are the days when a simple customer relationship management tool and a deposit bonus was enough.

Robust FX CRM

Our Payment Gateway feature allows you to securely accept payments from customers via multiple third-party payment methods, to make payments convenient. Role Management feature allows you to assign specific roles and permissions to different team members, ensuring that everyone has the right level of access and accountability. CRM4FX is one of the leading Forex Web Design, CRM and IT Solution Provider Company.

Launched with a vision to provide a powerful tool for managing customer relationships, our software is tailored to the unique demands of the Forex industry. Our commitment to innovation and customer satisfaction sets us apart as a leader in the field. By automating tedious tasks such as lead management, customer segmentation, marketing campaigns, and reporting, our CRM will save you time and money while offering superior service to your clients. When a newer broker is ready to enter the market, expenses are of much account. Beginner brokerage companies want to cut expenses as much as possible, and some business owners save on effective CRM solutions, understanding this system as something that doesn’t matter much. In fact, a well-developed system makes your business cost-effective, cutting expenses essentially.

The Skale Experience

Forex CRM allows you to reach out to the world without worrying about time zones and boundaries. 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. A personal success manager will help you build the most fitting package for your needs.

However, working with a system that uses a modern, intuitive interface and delivers relevant information in a single screen is how to take customer experience to the next level. 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 (and agent) during an interaction.

We are eternally grateful to all our clients

The core team of directors involved with the FX Back office have had extensive experience working for Forex brokers. Reach your traders by integrating your platform with your phone system, email sender, and SMS. Create automatic notifications for key events, margin calls, and marketing campaigns.

  • Today, we are able to gain knowledge about it through various sources and earn money using an application like Forex CRM.
  • An agent can make a relevant offer while the trader is active on the trading platform.
  • Syntellicore is integrated with an intuitive Trader’s Room, it can be customised to match the Broker’s exact business model and optimised to match existing complex procedures through a user friendly approach.
  • Moreover, it provides features such as lead tracking, automated notifications about important events, and segmentation of existing customer data into target groups for marketing campaigns.
  • Forex CRM, and Forex broker solutions for platforms management are often used interchangeably by specialists in the industry.
  • However, many Forex brokerages are still reluctant to make the switch because of the organisational hassle of adapting to a new system.

Our system allows you to easily categorize customers according to their risk level, as well as document all customer activity in one centralized location. This means that you can stay organized and provide a superior customer experience. Additionally, a Forex CRM system is capable of generating comprehensive reports which provide real-time insights into the performance of individual brokers as well as the business itself. This helps you make informed decisions that will improve your overall operations. Syntellicore Traders Room can operate as a central Customer Profile and a single Wallet. Multiple Trading Accounts from Multiple Trading Platforms can be integrated with one Customer Profile and Wallet.

B2Core as the complex solution to push your FX brokerage higher

A high-end system for managing customer relationships is the must-have feature for every newer brokerage business that is going to overrun competitors. An incredibly wide variety of Forex CRM solutions are available today, designed to meet the needs of businesses at every stage of their journey. However, selecting the right CRM software is not always easy since various factors must be considered. We will also look at the key elements that make up the ecosystem of the FX CRM software.

forex crm

For practicality, it is better to access trading accounts and demo accounts via Impact CRMs ‘front end’ and as part of logging in to the traders room client. In fact, the quality of the customer experience is going to be the key differentiator for most businesses by 2020. According to a Walker Consulting report customer satisfaction will be more important than the price and the product. B2Broker stands as an industry leader in financial technology provision, supplying a diverse selection of solutions that help businesses, from startups to enterprises, maximize their success. 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.

$ 1,000 One Time Set-up

Speaking about my professional activities, I can say that I have always been attracted to the study of foreign languages, which later led me to the study of translation and linguistics. Our highly customizable, fully branded GUI allows you to fine-tune every aspect of your business, minimizing your dependency on the custom development work. Add languages, group client segments into pools, apply group rules and designate trading conditions to clients.

Instantly send funds to a trading platform in order to avoid margin calls and stop outs thanks to our deep integration with flagship trading platforms. A multi-asset trading platform developed by DevExperts supporting trading equities, ETFs, Futures, Forex, Commodities, CFDs and cryptocurrencies. Choosing the right CRM solution is a great investment when starting a business aimed to eclipse the competition and bring in a great income. On the other hand, using a CRM system can not only help you better manage your existing customer base, but also to organize your brokerage business processes and even prompt you to create your own CRM solution. Our CRM solution has been built with a functional back office and client area to accommodate the needs of both brokers and their clients, featuring an intuitive and straightforward interface for the ultimate user experience.

Forex CRM Back Office System

Your clients will enjoy enhanced fund safety with the secure multi-currency e-wallets for deposit/withdrawal and instant fund transfers to internal/external accounts and between MetaTrader servers. The PLUGIT Forex CRM was developed to cater to the unique needs of Forex Brokers. You will get this leading-edge software at a very affordable price and will be able to run it in the same way. We make it possible for every small or medium-scale enterprise to launch its forex platform affordably.

Mary Davis
My name is Mary Davis. I am successful broker. I want to share my experience with you through tutorials and webinars. For any questions of interest, please contact us by e-mail: [email protected]. +1 973-709-5130


No comments yet. Why don’t you start the discussion?

    Leave a Reply

    Your email address will not be published. Required fields are marked *

    Scroll to Top