Also, the support team will have all the necessary info to provide maximum assistance to your clients. XCritical CRM is a flexible product to manage multiple brands, which supports work on the desk/brand/locale model. One of the main advantages of XCritical CRM is its flexibility in setting security parameters. It is possible to assign different access rights to partners, internal company departments, and individual employees while maintaining complete confidentiality of personal client data.

An ever-increasing number of pre-built Visual and Numeric Reports offer you much needed insight. Brokerages will also have the tools needed to build their own reports. Your partners can get different Excel reports detailing their clients’ trading volumes and other data important for their IB rewards. You can also arrange how frequently different types of reports are generated.

• Use LXCRM to increase your performance with Integrated marketing & automation tools.
• From improving operational costs to improving customer relations, our brokerage technology does it all.
• Even if you currently operate in an unregulated environment, having these reports is beneficial since regulations can change rapidly.
• Our systems synchronize with Google Cloud Vision Services to verify documents and streamline customer sign-ups.
• For instance, in the MAM mode, the manager trades using a common account, while investors monitor the trading operations and see profits in their account balance.

Thus, empower your teams to provide great customer service from anywhere by providing automated guidance for all types of leads, contacts and clients. Intuitive CRM interface allows you to find everything at a glance starting from the inbox. Our system interface is a product of many years of improvement following many top industrial leaders. Flexible workflow setting and role managements enable brokers to customize the system according to their needs.

Access to all information on partners and clients

Also, the office’s risk management can consider in detail how much time the trader spends on each client, and thereby increase work efficiency. Our FXOD CRM 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. This gives you great control over your customer’s Compliance and Financials and at the same time it offers the ultimate Digital Customer Experience to your customers.

This, in turn, not only helps to satisfy purchaser needs but also leads to a significant financial increase in the office’s profit indicators. The better the purchaser service access you can provide, the more loyal your customers will attract over time. This step is vital for every brokerage office that works in the market. It is this factor that distinguishes the most successful companies that continue to increase their customer base annually. Enhance or build your brokerage business from scratch with our advanced and flexible trading platform, CRM, and a wide range of custom solutions.

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. Access to daily technical or fundamental analysis for your clients in the trader’s room. Good liquidity, in essence, provides you with the speed of execution on your clients’ trades at the best prices with minimal https://www.xcritical.in/blog/forex-security-how-to-protect-your-forex-crm-data/ cost. If you supply your clients with good liquidity, you will certainly build a long-lasting relationship with them. Your partners can see all their clients, trading details, their money, and their activity. WebSDK – Sumsub front-end integrated into B2Core front-end and adapted to the client’s colours so the flow is as smooth as possible when passing the Liveness check.

It aids you to monitor new Leads, processing Deposits/Withdrawals, Client/IB administration, Compliance and Marketing capabilities. The platform can be installed on your servers, which increases data security and gives the broker full control over the software. Best-in-class XCritical CRM is designed explicitly for the brokerage segment. It enables sales and retention teams to drive more revenue via numerous built-in features based on our 15+ years of brokerage business expertise. Salesforce offers market analysis tools to study graphs and make informed decisions on every trade. We offer a multi-level introducing broker feature that enables brokers to efficiently manage their IB network and track commissions across various levels.

On the other hand, CRM provides all the tools you need to unify all of your marketing channels. Finalto 360 is a turnkey trading system that comprises 5 modules and 1 next-level platform. Brokers get a multi-asset platform available for both web and mobile devices. Finalto’s motto sounds like “next-level financial markets.” The company aims to provide business owners with eye-catching technologies. The CRM can help take
care of much of your reporting requirements in just a few clicks. CRM provides you with an efficient lead management system that tracks all metrics such as conversations, messages, follow-ups, meetings, webinars and phone calls.

Why use a CRM at all?

We all make use of
established programs over the course of our working day, be it a VOiP program,
a KYC/AML system or something else. The team at FX Back Office hasn’t wasted
time trying to reinvent the wheel, but rather has integrated these programs
into their forex CRM. CRM works in complete synchronization with the MetaTrader4, MetaTrader5, and XCritical platforms. All data is updated in real-time, enhancing control and ensuring fast analytics. There’s also a free edition of Zoho CRM which offers essential management tools.

While using this program, brokers’ team actions concerning each of the presented categories will be completely different. For example, existing customers may need some technical assistance tools. 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.

Multiple dashboards with full customization allow you to get all the info you need in one page. Every feature of our CRM system is specifically designed for the needs of Forex brokers.

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. From the secure storage and management of their client
data, to having to market themselves in a fiercely competitive market, to
suffering with CRMs that are generic and difficult to use. The industry also
requires in-depth reporting tools that many CRMs struggle to deliver. CTrader is the second most popular platform after Metatrader among traders and the first among professional traders.

The product is compatible with MT4 Client, Web Trader, and Mobile Trader. FX
Back Office’s CRM offers a wide range of tools to address the challenges
faced by companies in the forex industry. Your customers will thank you, with AltimaCRM ensuring your team offers better service at every touchpoint in the customer https://www.xcritical.in/ journey. Your team will be strong, faster, and grow into closing experts with our forex marketing tools. With a fully-integrated VoIP system, agents are able to use AltimaCRM to call and communicate directly with customers. You can create an expansive caller system with a unique extension for every single agent.