Rupee settles flat against US dollar

Offer advanced money tracking and risk management with setting designed for portfolio centric management. Allow your brokerage account to nominate, sell and market any type of cryptocurrency package. Monitor and accept fast crypto deposits and withdrawals through our payment plugins. Please pay attention that we don’t provide financial services on behalf of B2Broker LTD.

You can open and close transactions without ever switching from one tab to another. A feature-rich matching engine developed by B2Broker for high-loaded exchanges with a large number of clients. 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. We have developed a unique User Interface for the platforms shown below and continue to expand our list.

We became an influential force in the Forex market and maintained our position at the front line of brokerage technology. Our easy-to-use FXOD CRM help you to maximize revenue for your FX brokerage agency. Brokers using the FXOD CRM system can assign different access levels to partners and internal departments of the company.

The event, held in Nicosia, highlighted the firm’s significant role in positioning Cyprus as a global tech hub and gathered industry leaders, clients, and government officials. Co-founder Angelos Gregoriou announced the opening of a third office and unveiled new Syntellicore innovations. The company’s dedication to technological excellence and the advancement of Forex CRM solutions underlines its contribution to the forex industry. We can support any custom single-level or multi-level providers with automatic or manual management.

Create Demo and Live Account in Mobile

This CRM represents a
comprehensive package that any brokerage firm aspiring to grow and succeed must
surely consider. A game-changer, FX Back Office’s forex CRM offers unparalleled
levels of control, flexibility, and security to brokerages around the world. Having a user-friendly front end makes account opening easy and carrying out fund transfers hassle-free.

  • Business owners distribute
    access to diverse processes, introducing diverse roles.
  • Additionally, our solution offers the promise of zero downtime and ensures your Forex business is always available to customers.
  • Also, verified users receive their required balance immediately and can trade with little to no restrictions, depending on their membership plan.
  • Use smart lead routing rules to automatically pass leads to sales staff so that they can quickly reach out to warm prospects and convert them while interest is high.
  • 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.

Security is always high on our agenda, so you don’t have to worry about it. To ensure your data is always beyond the reach of external threats our platform offers encryption using the latest technology like https and SSL protocols. It is customisable so managers get what they need to analyse their team’s performance. Meanwhile, CEOs see a global picture of the business with profit and loss reports.

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 is why business owners may compare conditions offered forex crm by different providers to understand which CRM system for Forex broker is the best solution. Take into account available features, integrations, prices, and other factors that can possibly impact
your company’s success.

At Skale we believe in creating technology that puts You in control

Above all, the influence of AI on how brokers do business is set to increase and will eventually reach the point where brokers that don’t will no longer be able to compete with those that use AI. 2020 is just around the corner and customer experience will drive more purchase decisions than any other factor. Couple that with the cost of acquisition in Forex running at five times the cost of retention makes reducing churn essential. By displaying all account activity on the screen along with personal information like their LTV enables an agent to make more informed and efficient decisions. Impact CRM empowers every client-facing employee with the information they need to deliver the best customer experience. In the past, fears about data loss when switching from one CRM to another has held many Forex brokerages back.

Our FXOD CRM streamlines your processes and acts as a central focus point for your organization. With our easy-to-use CRM you can be sure of offering the very best in customer service. It aids you to monitor new Leads, processing Deposits/Withdrawals, Client/IB administration, Compliance and Marketing capabilities.

The system has a built-in Forex Live Chat System, Support Ticket System, allows for Phone System integration, and supports email tracking. Multiple Support Channels all in one place seamlessly integrated between each other. Good liquidity, in essence, provides you with the speed of execution on your clients’ trades at the best prices with minimal cost. If you supply your clients with good liquidity, you will certainly build a long-lasting relationship with them.

The best and the most popular professional Forex/Crypto trading platform White Label solution tailored specifically to your brand. Your partners can see all their clients, trading details, their money, and their activity. Your partners can get different Excel reports detailing their clients’ trading volumes and other data important for their IB rewards.

forex crm

Additionally, our solution offers the promise of zero downtime and ensures your Forex business is always available to customers. Our robust content delivery networks (CDNs) ensure your business is always online regardless of its size, traffic volume or data needs. 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. First thing first, getting all the important tools under one roof is pretty impressive.

Our user-friendly trader’s cabinet offers seamless integration and enhanced functionality for forex traders. 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. The Forex CRM program provides a powerful set of tools that combine the benefits of a CRM tool with the features and functionality of a full Forex trader’s room.

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. To be sure that your Forex business is in a stable position and is able to fully meet the needs of its customers, you need to pay special attention to the selection of a reliable and feature-rich Forex CRM software. Obviously, each product has its own features, pros and cons, as well as its own cost, so to make the right choice, you need to carefully analyze each option and compare them according to your specific needs. Below are a few of the best Forex CRM providers on the market, which are definitely worth considering cooperating with.

The CRM (customer relationships management) system is a multifunctional software designed to automate strategies to interact with customers. For over 10 years, it has been creating software of different levels of complexity to meet the most demanding requirements. 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. 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.