Customer support is exceptionally important for newcomer traders who expect their problems to be solved in the snap of a finger. Some brokers waste pretty much money to set up a call center with crowds of support managers, while the recent technologies offer a much easier solution. This software is responsible for processing traders’ requests and transferring them to chatbots or human support managers. As such, users access the high-end 24/7 customer support, getting their troubles and headaches removed instantly. FX Back Office’s CRM is
fully integrated with a series of leading forex trading platforms, including
MetaTrader 4, MetaTrader 5, cTrader, Condor Pro and more. These leading
platforms are fully integrated into the forex CRM, allowing FX Back Office’s
clients to offer the very best solutions the industry has to offer to their
traders.
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. As such, business owners may switch their focus towards the advertising options with the highest impact on leads. Thanks to the https://www.xcritical.com/’s
excellent data management systems, information and data of all sorts can be
sorted, filtered, and categorized in a matter of minutes.
Increased client conversion with our FOREX CRM
Offer advanced money tracking and risk management with setting designed for portfolio centric management. Our Payment Gateway feature allows you to securely accept payments from customers via multiple third-party payment methods, to make payments convenient. Experience unparalleled control over your Forex brokerage with CRM for Forex Brokers- the ultimate solution for boosting sales, and improving customer satisfaction. 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. Seamless migration from other CRMs is now a simple process which removes one more hurdle for switching to Impact CRM.
The company has exceptionally
proactive development teams who are used to working with clients to cater to
their every need. Clearly, having a CRM is better than not having any software to manage customer experience. You own your sales strategy while the forex crm provider software provides all the tools you need to unify all of your marketing channels. The system comes packed with all the tools you need to track and convert. You will not need any programming skills to create Landing Pages, propagate your promo materials via your IBs on Social Media, analyze Paid Marketing, or enable Call Centers to follow simple client lists. These are just some of the benefits of using our CRM which helps you to easily manage your day to day activities.
What is a Forex CRM: definition and main features
Software company providerSome companies that offer a CRM for forex brokers are also in the brokerage industry. This can be a significant conflict because you’ll be providing your client data to one of your competitors. To ensure the company proving the forex CRM is devoted to delivering great software, not growing their own brokerage, choose a provider that is solely a software or tech company. The provider’s focus on software will ensure that they have a team of dedicated developers and support specialists in place to help if you have any problems.
Build custom HTML email templates and autoresponders to send out on predetermined user actions or audience attributes. A personal success manager will help you build the most fitting package for your needs. With the Skale Forex CRM you have everything under one roof to start trading right away. Marketing, Sales & Retention, Fully Transparent MT4 Integration, PSPs and many other start of the art FinTech tools. Currently, we already have 5 languages integrated apart from English, if you need any other languages to be integrated, we will get it done for you with no extra cost, provided you give us the translation. As our company is continuously working on new updates, any new feature included in the product will be given at no extra cost.
WHAT IS A CRM AND BACK OFFICE FOR?
Forex CRM (Customer Relationship Management) systems are software platforms that help forex brokers manage their customer data and relationships. It is a vital tool for brokers to manage customer acquisition, retention, and conversion. These systems provide a comprehensive view of the forex broker’s customer base and help them to streamline their business operations. Forex CRM systems are designed to help brokers keep track of their customers’ accounts, transactions, and preferences. It also helps them to manage customer interactions and maintain a robust customer relationship.
- A multi-asset trading platform developed by DevExperts supporting trading equities, ETFs, Futures, Forex, Commodities, CFDs and cryptocurrencies.
- Gain easy access to all the most popular fiat currencies, сryptocurrencies and stablecoins.
- 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.
- Add languages, group client segments into pools, apply group rules, and designate trading conditions to clients.
- 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.
High-level CRM software manages your relationships with IBs, controlling rewards and other important aspects of cooperation. User-friendly client portal with mobile optimized for smooth functioning. Calls can be placed,
documents checked and much, much more, all from within the CRM, creating a
single piece of software that can do (almost) everything you need on a daily
basis. 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. Security is always high on our agenda, so you don’t have to worry about it.