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No matter which business model is chosen, CRMs are equally important for both independent brokerage companies and White Label Forex brokers. UpTrader social trading platform MT5/MT4 combines the principles of PAMM, MAM, and Social Trading. The results of each transaction are split between investors up to a cent.

  • All relevant data are assembled in one single platform, agents can be made informed and can make the right decisions at the perfect time.
  • It is this factor that distinguishes the most successful companies that continue to increase their customer base annually.
  • It provides a single platform for brokers to manage all their customer interactions, including account opening, deposits, withdrawals, trades, and customer support.
  • 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.
  • Yet, pricing is a crucial element for brokers who wish to integrate such a solution into their infrastructure.

Today, more and more organizations are looking for solutions that will reduce costs, increase the speed of work and boost the efficiency of employees. Therefore, the use of modern IT technologies for business is becoming almost indispensable. With their help, it is possible to automate routine tasks, improve logistics and production, as well as predict the results of work and generate the necessary reports. In times of challenging economic conditions and various global incidents, the trend towards the implementation of IT solutions in companies’ infrastructure increases even more. This is especially noticeable when analyzing statistical data, which says that the share of such technologies in business is growing exponentially. CRM offers Multi-level partner management, allowing forex trading firms; to manage revenue share or partner commissions efficiently.

Forex why do trades keep going against me?

This information can be used to provide personalized services to each customer, which can lead to increased customer satisfaction and loyalty. 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.

Forex CRM systems are frequently underestimated by business owners, while the solution is responsible
for a set of both inner and outer processes. Each online Forex broker needs a Forex system on its websites and trading platform to optimize conversion. It will help brokers to make the forex business user-friendly, save money in campaign management marketing, assist in risk management and trading and manage affiliates. LX CRM is built in the fullest correspondence with brokers’ needs and helps business owners to upgrade their performance with inbuilt or integrated marketing and automation tools. Such a product enables brokers to connect SMS services, affiliate systems,
and other outer services to get a next-level system.

It is a tool that helps brokers to understand their clients’ needs and preferences, which allows them to provide customized services that meet their clients’ expectations. Effective sales are still the key objective of the system, and the importance of this goal skyrockets in the FX market. Brokerage companies are fighting for new clients, and a high-end solution makes it possible to predict which features match a customer’s expectations. Brokers apply a set of methods to welcome new clients on their platforms, and the specially designed software classifies leads by different principles and identifies marketing options that are the most effective.

External CRM & Ticket Systems Integrations

Our aim at UpTrader is to support all the best practices on the market so you can quickly build your own business processes by selecting the best options for you. The wallet is designed to make it easier for you to manage your finances. 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 brokers find new deals through marketing, promotions, advertising, organic presence on social media, references, etc. A Forex CRM gathers all these ways and makes it possible for us to manage as many leads as we require all together. Without Forex CRM classification and categorizing of each lead individually is a way difficult task.

Cloud Forex CRM is a cloud based back office that nurtures your Forex broker business and gives your clients a cutting edge solution to manage their trading activities. There is also a back office, trader’s room for clients and various Forex trading activity reports. The company positions itself as a professional Forex CRM provider with years of experience in the Forex industry. 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.

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). The forex CRM program allows brokers to manage their customer relationships more effectively by providing a single platform for all customer interactions. Brokers can use the program to track customer activity, analyze customer behavior, and identify customer needs.

You can track, automate and split payments to ensure the correct amount is paid. CRM’s comprehensive dashboard lists all trades managed under each partner, helping you interpret the profit margins from each trade. Moreover, CRM provides API-as-a-service for integrations with your existing tools like; MT4/MT5, web and mobile trading platforms, trader’s room or any other relevant sources. What’s even more important, a business owner or a manager may dive into the interaction process with leads and active clients clustered by a Forex CRM system as well. Brokers understand which features their clients are looking for and offer the exact functionality and benefits to convince active traders to remain on your platform. With the highest level of competitiveness, the Forex market invites newer brokerage businesses, demanding them to offer clients the ultimate functionality.

Get in touch with the total number
of clients, trading volumes, and rewards. When something goes wrong, reports are the best alerts, providing business owners with enough time to introduce changes. Companies use them to process and analyze customer information, make use of disconnected data to depict opportunities, create sales funnels, and carry out loyalty campaigns. The biggest benefit of CRM software is that it allows you to categorize customers according to their expectations, and devote attention to prospective buyers. Your sales representatives can access the CRM database anytime and create workflows to automate repetitive tasks, allowing them to focus on negotiations with clients.

Being a forex broker is simple, though there are rules and regulations to be followed by everyone. The forex CRM is easy to use because the technology remains at your disposal. To avail the full version of it, one needs to apply for the licenses online and start operating it.

When a newcomer broker is going to enter the market, the partnership with independent brokers is not among the key goals. Meanwhile, when your business grows, all the additional income sources are activated. B2Core has unveiled a new update for the iOS application designed to take the overall user experience to the next level. Most CRMs allow you to retain a record of the things you’ve said to customers so that you may link them to leads and prospects in a more meaningful way.

Give your clients the opportunity to check their trading activity and analyze the key metrics inside the B2Core trader’s room. CTrader is Spotware’s flagship trading platform solution developed by Spotware and a brand trusted by millions of traders worldwide. While talking about on-premises CRM software, costs are of major consideration, as business owners need to pay for both software and installation. Furthermore, a powerful server is needed to help your CRM operate correctly.