Foreign Exchange Committee Federal Reserve Bank of New York

30+ integrated PSPs, EMIs, E-money, Banks and other payment providers can be enabled in under 5 minutes after completing the necessary paperwork. Create season specials and limited time offers to boost your traders’ activities and offer them something unique on the market. Allow your clients to verify their accounts before conducting any financial activities on the platform. Offer clients a back office with instant deposits/withdrawals and the possibility to get one currency converted into another with no limits.

However, how can you cope with a considerable purchaser base and at the same time, satisfy the financial needs of each of them? Thanks to the use of this software, you will be able to manage the maximum amount of financial info about your purchaser and analyze accounts. This, in turn, will generate new leads for you and monitor the actions of clients during trading on the market. Now you will know for sure when your customer needs to call back or possibly help when making one of the trading operations.

Integrated Traders Room | Clients Area

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. A CRM system is a must-have feature in any industry related to sales. Providing technology of clearly structured and only the most necessary info will help the broker to navigate much more quickly about each user and, accordingly, make more effective actions. Thus, the firm will lose fewer clients and increase the level of loyalty. While using this program, brokers’ team actions concerning each of the presented categories will be completely different.

We understand that exactly how important CRM is to your business. So we have built a Forex CRM that streamlines your processes and acts as a central focus point for your organization. With DITS you can be sure of offering the very best in customer service. Forex CRM is a software that is designed exclusively for the forex brokers.

Manually allocated bonus (customise settings)

Thanks to the practical functionality, the reserved technology can adequately provide the broker with all the trade info about the user. Thus, the office will be able to ensure long-term relationships with the client at no additional cost. In today’s world, providing the speed process of sharing information and making instant decisions are important factors of high profit. Thanks to the XCritical solution, your company’s employees will be able to exchange all the necessary info without the risk of its loss.

Everything will be logged inside the event to keep track of everything. Add only responsible people as recipients of email notifications regarding a particular event trigger in order to keep your team focused only on relevant matters. Track the history of KYC uploads to check on expired documents and potential fraud, etc. Enables you to split access across various departments in order to withhold information from unnecessary eyes. A homemade anti-fraud system enables vulnerabilities from your end-users actions to be tracked.

Key Benefits of using a platform by XCritical companies

Thanks to the CRM system policy, a brokerage office will be able to find profitable solutions to all the needs of its customers. Customers who have just recently joined may not fully understand how they can replenish their deposit. Potential customers are probably waiting when managers will contact them to clarify business forex crm solution the financial info. Thus, you will not only maintain customer loyalty policy but also be able to generate new leads on time. A sales team will be able to control lead status, increasing the efficiency of their work. The marketing team gets insights into conversion rates, understanding when to apply new strategies.

Forex Softwares Our advanced Forex Softwares enables you to perform both manual and algorithmic trading at once. Financial Licensing We are here to help https://xcritical.com/ you to gain the License to set up your FX Brokerage business. Trading Solutions Intuitive trading and easy to use interface with cTrader and Web Trader.

Activity and Finаnciаl Reports

Specifically for that we build a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department. In addition, we launched a tag system, that will allow your admins to monitor only the clients’ data that are “tagged” to them. It is as simple as creating a method in your admin panel for deposits and withdrawals and entering the API keys in order to connect to the platform, this can be done in a matter of minutes. Know-Your-Customer is an important procedure for any broker and exchange. We offer ready integration with the leading global KYC providers and can integrate any additional ones.

• Forex.Academy is a free news and research website, offering educational information to those who are interested in Forex trading.
• The product is easily scalable so that you can adjust it to the needs of any company.
• 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.
• Now that we’ve discussed your request, it is time to build CRM software that would meet all your needs.
• As a result, everyone saves time and focuses on more important tasks.
• A CRM solution will help them track progress and work much faster.

Also, the office’s risk management can consider in detail how much time the trader spends on each client, and thereby increase work efficiency. Besides, when a trader more consciously solutions info about a purchaser located in web soft, this provides an opportunity to motivate a customer actively and involve him/her in the trading process. You will also be able to analyze all the data available to understand how traders interact with your ads, promotions, sales, and applications. It’s all stored in one place, simplifying access for every member of the team. As a result, everyone saves time and focuses on more important tasks.

Smart duplicate accounts tracking system

You can add as many servers as you require, including mixing different platform types, and your clients will see all their account data in one place. Clients from different regions can choose via which payment system they want to deposit their trading accounts or their wallet. The web program can also focus the brokers’ attention on the most highly profitable clients whom they should pay more attention.

Every feature of our CRM system is specifically designed for the needs of Forex brokers. Process We follow a systematic process to get your Forex business up and running in the Forex industry. Client Registration, KYC, Deposits, and Withdrawals are attended to by the Operations Staff.The System simplifies Operations by assigning Roles to your staff. Agents in a Support Role will ensure client satisfaction and so on. We provide all services and work with A-book, B-Book, and hybrid models.