Clients from different regions can choose via which payment system they want to deposit their trading accounts or their wallet. XCritical’s CRM can be integrated with a wide variety of trading platforms, including MT4 and many others. If you’ve got a custom platform, we shall do our best to make the integration process fast and smooth. The option to receive notifications of customer actions helps managers react promptly in any situation. Because of this, it is possible to increase the efficiency of the whole department significantly. The platform also supports sending notifications to clients via SMS, e-mail, or directly to the trading terminal.

• It’s netted us multiple awards in the fintech industry as one of the top broker solutions in the industry.
• Let managers give their clients individual bonuses right away when they are making a sale.
• Give your clients the opportunity to check their trading activity and analyze the key metrics inside the B2Core trader’s room.
• It is thanks to the software solution by XCritical that your employees will be able to learn from each other and exchange the necessary info.
• You can choose whether to allow demo trading or real trading only.
• A CRM is a sophisticated business support system that all brokerages must have in the highly competitive Forex marketplace.

Empower your business with a better sales team strategy, flawless optimization, and boosted lead conversion process. Automated data monitoring and tracking will allow your business to revolutionize https://xcritical.com/blog/forex-security-how-to-protect-your-forex-crm-data/ sales strategy, refinement, and delivery. Create powerful reports to help your sales and marketing teams know which retention campaigns are working well, and which need some improvement.

Multi-Level IB Management

B2Core is already integrated with major trading platforms on the market. Also, it helps the team to maintain constant contact with the existing traders onboard and ensure maximum retention. Trade Soft is one of the leading technologies and service providers in the Forex brokerage industry.

Your partners can get different Excel reports detailing their clients’ trading volumes and other data important for their IB rewards. You can also change the generation frequency for different types of reports. Admin decides whether to open a trading account for all new users or for verified clients only.

How can I use this feature?

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. None of the blogs or other sources of information is to be considered as constituting a track record.

With today’s increasing competition and industry demands, operating a brokerage is tougher than ever when it comes to taking care of your clients needs. We can support any custom single-level or multi-level providers with automatic or manual management. Control your sales, improve your team’s communication with traders and affiliates, keep track of withdrawal requests, and help clients with technical issues.

UpTrader Forex CRM system

This E-wallet is considered as the bridge between the funds and the trading. Our E-wallet can efficiently manage a variety of transactions such as MT4 to E-wallet and vice versa, Internal E-wallet transactions, IB commissions and E-wallet, etc. As the FxCRM platform is directly connected with the trader’s room, you can receive the real-time notification of the client’s activity. Once we receive the required information from you, we can configure the branded and highly reliable CRM within no time. Along with sleek deployment of the CRM, we guarantee safety, security and protection of your data at the same time. Cloud Forex is your one stop solution for all your Broker Back Office needs with cutting edge technologies.

This, in turn, not only helps to satisfy purchaser needs but also leads to a significant financial increase in the office’s profit indicators. FX Meta Tech excels in providing technology solutions for Forex brokerage through its professional & top-notch service. FX Meta Tech system infrastructures are primarily optimized for brokerage firms so that maximum ROI is insured. Your brokerage technology partner for achieving thriving success in this Forex Industry. Continuously working MT4/MT5 trading platform permits to set up easy and clear-cut reports based on trading statistics, transactions, balances, income, profits, and considerably more. After researching and analyzing various providers, select the best one.

Features of FXOD CRM

A good Forex CRM also incorporates a range of useful tools to assist in this process including trading analytic and reporting tools. Forex brokers use CRM software to manage all aspects of their company from a single platform. Forex CRM, and Forex broker solutions for platforms https://xcritical.com/ management are often used interchangeably by specialists in the industry. Cloud-based or built in-house by a broker’s own team of engineers are the most common options for SaaS solutions. FX Back Office’s forex CRM allows brokerages to work with a forex-specific system.

Сrypto margin trаding has grown phenomenally and has become the most dynamic segment of online trаding. Are your managers authorised to give out personal bonuses to clients or not? Motivate clients to deposit more, to trade on live accounts, to make trading volumes using the status system and its benefits. You can explore many ways to accomplish this goal since the settings are flexible.

Support for various business models

Brokerage CRM will guide your agents to carry out the perfect strategy to engage and capture more leads. You will sell smarter andexpand your business faster even while remote. Empower your teams to provide great customer service from anywhere by providing automated guidance for all types of Leads, Contacts, Clients. Our brokerage technology gives an unparalleled customer experience, helping you to satisfy your clients and build loyalty. Defeat data silos and liberate your forex brokerage from bad data practices with AltimaCRM.

UpTrader Forex CRM works with MetaTrader 4 / MetaTrader 5 / cTrader or any trading platform you want to connect to. We’re a little biased towards our own software, CurrentBusiness, but no matter what FX CRM you choose, make sure to ask about these features before you make a commitment. Keep reading to see why we think these features are so important. The finished product was exceptional, very professional and just what I wanted. It was really easy to share my views and feedback throughout the process. Integrated payments help reduce the stress of manual accounting and make it more manageable for companies to manage finances in the CRM system only.