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. Successful CRM software for financial services may make or break a business. Companies must establish a positive relationship to keep clients for a lengthy period. As a result, picking the best foreign exchange CRM for your business is essential.
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. CTrader is Spotware’s flagship trading platform solution developed by Spotware and a brand trusted by millions of traders worldwide. A multi-asset trading platform developed by DevExperts supporting trading equities, ETFs, Futures, Forex, Commodities, CFDs and cryptocurrencies. Margin multi-asset trading including crypto-currencies are included.
This can help with client retention efforts, compliance management, and more. A core part of any CRM should be its ability to improve your relationships with customers. You can do this by keeping detailed records of all communication with a client.
Team Synergy
All UpTrader clients have access to a high-quality analytics feed which is published daily in the Forex trader’s room. UpTrader Forex CRM works with MetaTrader 4 / MetaTrader 5 / cTrader or any trading platform you want to connect to. The QoreFX platform has been built using the latest advances in technology and software architecture.
Our professional customer service team is available round the clock to assist you with any queries. B2Core updates are first deployed to the staging environment for client testing and proceed to production deployment only after approval. This is done to minimize the risk of bugs on production and is a scheme that will make your product the most stable on the market. The ability for retail traders to see their true trading costs and compare their execution quality to the market average.
IB Room Affiliate Module
Instead of a siloed approach, you’ll have everything you need just one click away. By streamlining these informational systems into an intuitive dashboard, you’ll be able to draw new actionable insights, revolutionizing how your business goes about growing. B2Core is the most effective choice available today for brokerage businesses. Having a solution that incorporates a trader’s room, back office, and customer relationship management system will contribute to your company’s long-term success. The VOIP-telephony module provides a reliable connection that improves the quality of communication and its efficiency.
- Just let your clients choose strategies and get profit easily by copying orders.
- It’s time to change the face of custom reporting system with our forex CRM solution.
- Access to daily technical or fundamental analysis for your clients in the trader’s room.
- You can also change the generation frequency for different types of reports.
We offer affordable prices for MT4 and MT5 White Labels — the best Forex label platforms used by 90% of the traders around the world. To make a successful sale right away, a manager should have certain freedom in their actions. For instance, the freedom to offer individual bonuses to certain clients to close deals more quickly.
BOOST YOUR PERFORMANCE
Multi-level Online and Auto Trading Platform used in the Forex and global markets by Dealing Rooms, Liquidity Providers, Exchanges, Market Makers, Brokerage Firms. Use different payment gateways integrated with the CRM system placidly. For the convenience of the mobile users, FxCRM has maintained the trader’s room solution responsively. Our technical team will install and integrate all of your brokerage components.
The CRM should also provide reports that make it easier to comply with the rules in your regulatory environment. Even if you currently operate in an unregulated environment, having these reports is beneficial since regulations can change rapidly. If you’re interested in specific reports, ask about those when the CRM provider is giving you a demo—which they should be eager to do.
The marketing team gets insights into conversion rates, understanding when to apply new strategies. Also, the support team will have all the necessary info to provide maximum assistance to your clients. The system allows brokers to work on different brokerage business models, with the CRM adapted for Forex. The same CRM can also use it to manage and promote cryptocurrency exchanges, exchangers, and other financial services. XCritical CRM is a flexible product to manage multiple brands, which supports work on the desk/brand/locale model. CRM has an ERP system, which fully supports marketing, compliance, sales, dealing, and business process management.
Select from any of our preconnected payment services provider or digital currency channels. Alternatively, connect to any electronic money issuer effortlessly with our open API. Comprehensive overview of all the data that is important to your clients. Highly intuitive, allowing users to quickly find the services they require. VertexFX Mobile Application offers the best trading experience powered by advanced features and it’s available on iOS and Android. A new generation of forex CRM, client cabinet and back office software.