We provide custom design and development services to give each client their unique online identity that reflects the position that they want to occupy in the market. Syntellicore Traders Room 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. Together with Syntellicore CRM, Dynamic Works can also deliver your Forex Traders Room as a bundle. We provide all the necessary tools and services to get you online providing you with leeway against your competition instantly.

forex crm

This module is used for storing and processing documents required for client’s accounts and transactions as defined by regulatory procedures and by the business. We have built a Forex CRM that streamlines your processes and acts as a central focus point for your organisation. With Forex you can be sure of offering the very best in customer service.

Included to the Forex CRM

Our solutions have been built to grow as your business grows from a 5 person company to a 500 person call center driven business. How to increase revenue from $2M to $8M in 12 months using an in house sales team without compromising on security, privacy and risk. Create custom campaign codes and payouts in your CRM for easy tracking and marketing attribution. Run real time reports to show how much revenue you’ve earned per lead and which team members are hitting targets. The main purpose of having a good CRM is to simplify the tasks that make the sales and marketing team more successful than others.

  • The Syntellicore Rebate System makes the management of IBs and Affiliates simple and easy.
  • Choosing the right CRM can make a big difference not only in your profit margins, but also in how easy it is to do your job.
  • Simply require employees to make a note whenever they have an interaction with a client and to review the notes before they contact a client.
  • Ensure that customer data is securely stored and made readily available, enabling traders to quickly and efficiently respond to customer inquiries and requests.
  • The Skale Customer Portal is pre-integrated with over 150payment forex optionsand other financial services provider.
  • So we have built a Forex CRM that streamlines your processes and acts as a central focus point for your organization.

The functions and tools that come with it help companies retain clients and improve their business operations. Since an effective CRM software greatly impacts your business operations, it is important to choose one that is right for your business. Because CRM software significantly affects your success, you should devote significant effort and budget for this purpose. As your business needs shift and you expand into new markets, you may wish to offer clients additional trading platforms.

Multi-Level IB

However, it also locks you into the rates a single company sets and limits your ability to adapt as your brokerage grows. Instead, look for a forex CRM provider that can introduce you to other service providers to provide assistance on different aspects of your business. Technology that helps financial services companies address regulatory challenges, often called RegTech, should be built in to a good forex CRM. Look for software that allows you to manage KYCs and track whether or not clients have submitted the appropriate documents. Consider how you’d like a CRM to help with KYCs, and ask whether the tool is capable of that during a demo.

Based on the trading volume and other criteria, clients should be segmented. An ideal https://xcritical.com/ will provide a perfect overview of the clients, their trading habits, portfolios, profitability. It enables the system to give its best to assure each customer’s approach per their convenience. After researching and analyzing various providers, select the best one. Cloud Forex CRM has arranged different trustable payment gateways to ensure secure and safe transactions.

The solution is completely customisаble, making it an ideal, quick and cost-effective way for setting up a сrурtосurrеnсу ехсhаnge. Сrypto margin trаding has grown phenomenally and has become the most dynamic segment of online trаding. Setting up as a сryptocurrency broker is another excellent way to capitalise on the growing сrypto trend by offering your customers trаding in digital assets which are on track for an even bigger future. LXCRM was crafted to make staying in touch with your Forex traders easy. Brokers are the soul of Forex Trading, and when an IB connects its network with other IBs, it creates multiple levels of the IB network. Multilevel IB will foster the evaluation and potential of your brokerage activity.

forex crm

Assign specific permissions for different staff members for maximum data protection. With a goal to deliver seamless growth to companies, we have been extending path blazing Forex Solutions for 8 years. 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. Brokerage firm goes from 6 to 600 sales staff in 12 months by streamlining the sales process using Skale Customer Revenue Management Platform.

Keep your clients’ information safe so you can sleep at night

Onboarding personnel was almost instant which made the client and his investors delighted with the results. The Syntellicore Rebate System makes the management of IBs and Affiliates simple and easy. SmartRebate® is a Syntellicore App which will transform both your CRM & Client Portal into a full-featured, powerful Rebate Management System for your IB Partners. I have read the Disclaimer and I acknowledge and agree that my personal data will be processed in accordance with GDPR. Right from registering new leads, tracking demo applications, IB administrations to processing deposits, withdrawals, and KYC, this Forex CRM tool does it all, and very efficiently. Setup advanced link tracking for client referrals and incentivize your partners and IBs to source more business.

Multi-tier Partner Management is a system that permits Forex companies to achieve the goal of extending the business reach to a larger customer base. It allows brokers to create and manage any number of partners and set the commission settings also. A PHEASANTECH product, developed in 2016 to provide forex brokers & traders with a completely reliable solution that looks after the confidential information in a very organized way.

It provides an overall client view, increases profitability, all financial reports including revenue calculation make this back-office outstanding. CRMs for fx brokers can also reduce overhead by making it easier to manage KYCs and track important data. When you choose an FX CRM, make sure to consider your brokerage’s needs and ask specific questions about the software during a demo. Choosing the right CRM can make a big difference not only in your profit margins, but also in how easy it is to do your job. This module is used to centralise a client’s information and group all trading accounts of a client. Accounts are usually created through the Lead conversion process but can also be entered manually or automatically completed through API integration.

We offer completed Managed CRM software for your company

Every feature of our CRM system is specifically designed for the needs of Forex brokers. We are using modern technologies with long-term support to achieve high reliability of our systems. Expect a massively heightened work ethic from all of your departments.

Monitor and accept fast crypto deposits and withdrawals through our payment plugins. Create powerful reports to help your sales and marketing teams know which retention campaigns are working well, and which need some improvement. Register new users directly through your own website using API hooks and create your own custom fields so you can track business-specific details unique to your brokerage. FX Meta Tech excels in providing technology solutions for Forex brokerage through its professional & top-notch service.

forex crm

Before buying any CRM for your forex business, check the following factors. Introduce Traders & Sub-IBs-The partners may also create their sub-networks. Limitless tiers of affiliate commission generation based on the criteria they set. Client Information- The trade volumes, location, trading record, and various information of clients. Real-time account monitoring- Track all accounts in real-time to view real-time margins, P/L, and position sizes. Interested in choosing Forex CRM as your CRM and Forex Grey Label and digital marketing agency?

Choose Best Forex CRM for your Company Today

Earlier, several reports had stated that after recent debt repayments, Pakistan’s foreign reserves had fallen to $4.5 billion, which were not enough to cover even a month’s imports. XRP pumps higher with over 1% of profits intraday as a new high for 2023 sits nearby. Bulls see the trading conditions improve as both the VIX and the Dollar Index are backing off further. The USD weakness pushed gold to $1,880.90 on Monday, its highest since May 2022.

CRM Integrated

In the design, development and support of Financial Services websites, Forex CRM & back office tools. We use our deep industry knowledge, unrivaled experience and unique relationship with other key service providers in the Financial market to keep our clients a step ahead of the rest. Automate your business by keeping client trading accounts synchronized centrally with direct connections to MetaTrader 4, MT5 and other trading platforms. While managing multiple introducing brokers, money managers, partners, and other affiliates at a time, handling interest allocation or partner commissions can be very much tricky or difficult.

What is Forex CRM?

So we have built a Forex CRM that streamlines your processes and acts as a central focus point for your organization. Syntellicore is a flexible CRM system developed exclusively for Forex Brokers and White Labels who are dedicated to a higher level of Customer Experience. A cost-effective solution, Syntellicore can be customized to your exact business model and be optimized to match your existing procedures. A CRM is a sophisticated business support system that all brokerages must have in the highly competitive Forex marketplace.

Our CRM contains features which will significantly improve day-to-day routine, making all work processes easier. “We were referred to Skale by one of our Partners – we decided to start working with Skale to build out the tech for our sales team, and am extremely happy we did so. The Skale SAAS system has been developed to allow your CRM and Customer Portal to be fully operational and integrated without anyITdevelopment.

We seamlessly integrate any third-party APIs, our system to any platform and of course deploy it to your own server for a more secure effect. We have a prerequisite list of different components needed to integrate the CRM with your Trading Platform & Website, once we have all this information in place it takes about forex crm 5 working days to integrate the system. We get one documents signed which is called EULA, this document protects the rights and obligations of both the parties. 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.

Build custom HTML email templates and autoresponders to send out on predetermined user actions or audience attributes. CurrentDesk is a Forex CRM that includes everything your team needs to convert more visitors into active traders. Provide Web Solutions, VOIP Solutions, SMS connectivity, Bonus controls, Mass Media marketing, and many more. Monitor Commissions & Analytics-The number of commissions from the clients to the IBs are calculated automatically. Online Support- Solves any kind of problems, faced by clients immediately.

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