Forex CRM For Brokerages and Exchanges

This is why a broker may win the competitive struggle through ultimate features offered for signed-up traders. A Forex brokerage CRM system is among the most important and undervalued factors for your business. The more convenient and effective such a system is, the more horizons appear on your business’ way. Introducing Brokers (IBs) play a pivotal role in the expansion plans of many brokerage businesses.

  • This software allows you to easily manage prospects, customers, and leads in one centralized platform.
  • Everyone would have a unified customer view, which would mean greater efficiency and more opportunities to add value to our customers” John A. Head of Sales.
  • Your contacts present your most significant opportunity to capture important client information and convert leads into clients.
  • Forex CRM lets you do that with high precision, it makes the withdrawals as well as deposits faster than ever.
  • We offer a large range of products and services to enhance your business operations.
  • Role Management feature allows you to assign specific roles and permissions to different team members, ensuring that everyone has the right level of access and accountability.

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. We offer a multi-level introducing broker feature that enables brokers to efficiently manage their IB network and track commissions across various levels. forex crm It can be customized to your exact business model and optimized to match your existing procedures. By using our platform, you can easily stay on top of customer relationships while taking advantage of our automated features. Let’s find out what is a liquidity pool, how does liquidity impacts brokerages, and how to choose the best liquidity pool provider.

Liquidity Providers Solutions

It’s also equipped with powerful analytics capabilities for making the right business decisions or helping your customers keep track of their trading progress. Finalto is a regulated global liquidity provider and prime broker based in the UK. The company offers clients resilient and tailored liquidity options as well as diverse software solutions for Forex brokers – including the reliable Forex CRM software.

forex crm

But given the increasing competition demands in the Forex trading industry, in addition to tighter regulations and the necessity of KYC and AML it is essential for a brokerage to use a purpose-built Forex CRM like Impact CRM. We are a premium broker solutions provider, dedicated to delivering a wide array of innovative solutions and services that enable Forex brokers and financial institutions to minimize risk and maximize growth. In this video, B2Core Product Manager, Ivan Navodnyy, talks about one of B2Broker’s flagship products, B2Core.


Get one single view of a trader and use real-time notifications to help you focus on revenue driving activities. With CurrentDesk, you can automatically calculate daily trade and transaction revenue with more granular business rules. You can also tailor reporting based on commissions, rebates and leverages and layer on analytics on top of your trading platform for increased visibility and control. As сrурtо assets continue to produce substantially higher returns than traditional markets, сrурtо businesses present real revenue-generating opportunities. 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.

forex crm

Customer Relationship Management (CRM) is a technology designed to help businesses manage relationships with customers and prospects. For Forex brokers, CRM solutions provide a range of features that enable them to streamline their operations, stay organized, and better understand customer needs. The UI is the first essential component of a proper Forex CRM for Forex brokers. Also, many Forex CRM providers offer a mobile version of their CRM software to give clients access to all the features in a portable and convenient format.

Secure your Data

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. It is customisable so managers get what they need to analyse their team’s performance.

forex crm

Moreover, the reliability of the organization selling the CRM system needs to be considered when setting a budget for the purchase. Forex CRM, or Customer Relationship Management, is a technology-driven system tailored to the unique needs of forex brokerages. It serves as the central hub for managing client interactions, leads, accounts, and operational workflows. Our Forex CRM is specifically designed to help brokers thrive in this competitive industry. Cloud Forex CRM is a revolutionary cloud based CRM solution designed to meet the needs of startups and established brokerage firms.

forex crm features

A matching engine platform for exchanges developed by B2Broker that powers up the world’s best-known exchanges. Monitoring New Leads- This is important for every business and forex is no different. We don’t need to tell you about the growing propensity of people across the globe towards Forex trading. A few years back, this was a recondite matter which was understood by only a few, but it’s not the same anymore. Today, we are able to gain knowledge about it through various sources and earn money using an application like Forex CRM.

forex crm

However, many Forex brokerages are still reluctant to make the switch because of the organisational hassle of adapting to a new system. There are additional features to consider which can deliver a competitive edge in the Forex industry. Some IBs start off as single person entities but grow into larger multi-location businesses which is why the IB portal accommodates a multi-tier IB network. As with every competitive industry the ability of a business to differentiate itself goes a long way to defining success. PHEASANTECH – A dedicated Forex Broker Solutions provider, delivering a comprehensive layout of innovative Forex Products and Services. Forex CRM is an investment that will keep on churning out money and boost your revenue in the long run.

Integrated PSPs

Meanwhile, CEOs see a global picture of the business with profit and loss reports. Naturally, the customisation extends to manage access to sensitive information. Automated Lead Scoring and Automated Lead Distribution bring greater efficiency to the sales department.

Forex CRM is giving you a chance to launch and make your forex startup successful. We are giving you a foolproof solution that would make this operation absolutely flawless. With this pioneering program, you aren’t just able to start the business, but also able to run it with full perfection. If you aspire to lead a lucrative business then get a perfect start with our software and take your enterprise to the apex of this industry. 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.

Forex CRM Solutions: Streamline Your Brokerage Operations

A web interface for the сrурtо-сrурtо / fiаt-сrурtо ехсhаngе in a few clicks. Over 20 secured and trusted payment gateways are integrated with B2Core for safe and secure payment transactions every time. As we respect the data privacy of the client’s data, we never host any database on our server, it’s always hosted on the client’s server but as the core application has our proprietary rights we host it on our server. This App eases the flow for my Forex Client…be it open live account, demo or in fact, the IB module is quite easy to understand. The Forex CRM is advanced yet intuitive, built to handle the complexities of the industry. The Skale SAAS system has been developed to allow your CRM and Customer Portal to be fully operational and integrated without any IT development.

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