Cyprus-based FX Back Office are the builders of 1 the forex trading business’s quickest rising CRMs. The creators of a uniquely customizable forex and trading CRM, the corporate is staffed with skilled builders with expertise of the trading business. A should for brokerage companies, the CRM can unlock the ability of knowledge and assist in supporting gross sales, advertising and purchasers alike whereas smoothing workflows and permitting brokers get on with trading.
Common issues for forex brokerages
Forex brokerages around the globe face frequent challenges. From advertising themselves in a aggressive market, to successfully leveraging the information they maintain, enterprise reporting duties and supporting their brokers as they develop their enterprise. The demand for a forex-focused CRM is excessive and FX Back Office have delivered.
Fully customizable
FX Back Office’s CRM and Client Cabinet are remarkably customizable. The firm’s growth groups can alter, tweak or completely design modules and parts based on a brokerage’s particular wants. This permits brokerages to tailor their methods, model their Client Cabinet, create distinctive workflows and extra. The result’s smoother workflows, bespoke reporting instruments and a bunch of different enhancements that enable groups to work extra effectively and precisely all from throughout the CRM.
Trading platforms
The forex CRM is totally built-in with various main trading platforms together with Condor Pro, cTrader and MetaTrader 4 and 5. The overwhelming majority of the platforms’ features can be found from throughout the CRM, permitting FX Back Office’s purchasers to supply the easiest options the business has to supply to their merchants.
Third celebration integration
In addition to trading platforms, the CRM can be built-in with a variety of main software program options, together with VoIP applications, KYC/AML methods and extra. This permits for merchants, gross sales and advertising groups to do their job straight by way of the CRM, with out having to go away it to position a name or to take care of KYC checks on newly-received documentation. This is a large time saver.
Data administration
The forex CRM leverages the huge quantity of knowledge held inside it in a wide range of methods. From producing automated, customizable experiences and sending to the related workers, to sending automated notifications when a brand new shopper joins, or when paperwork are expiring, the system smooths out numerous workflows. Reports could be totally custom-made, permitting you to scale back the burden of reporting to regulatory our bodies, and every day inflows and outflows could be monitored. All of this lets you extra successfully perceive and run your enterprise.
Sales assist
Thanks to its reporting instruments, the CRM presents quite a lot of utility to gross sales groups. Clients could be shortly sorted, categorized and in any other case organized to permit groups to higher perceive your shopper base, discover gross sales alternatives and uncover gaps in your product providing. All the data associated to a particular shopper is hooked up to their profile, permitting the gross sales crew to instantly get the total image of the shopper’s use instances, wants and potential needs. In addition, the CRM has the capability to supply mass, focused electronic mail campaigns which could be created completely throughout the system.
The Client Cabinet: Supporting your brokers
FX Back Office’s customizable Client Cabinet is the last word software in your brokers. They can shortly perceive their enterprise by accessing detailed experiences, shortly and simply request and make withdrawals and deposits and extra all by way of a easy, enticing UI that may be branded in your organization colours. The system helps quick onboarding of latest purchasers with KYC/AML checks in place and an appropriateness take a look at and presents advertising assist by way of a hyperlink generator and marketing campaign supplies. There’s additionally a chat perform and different options.
The finish results of all these options is a forex CRM that’s completely suited to the wants of a contemporary brokerage. The customizable nature of the system implies that it may be tweaked and adjusted to satisfy particular wants, as can the reporting components. Additions equivalent to the information administration facet of issues and the highly effective Client Cabinet spherical out the providing and end result within the final software for forex brokerages.
Cyprus-based FX Back Office are the builders of 1 the forex trading business’s quickest rising CRMs. The creators of a uniquely customizable forex and trading CRM, the corporate is staffed with skilled builders with expertise of the trading business. A should for brokerage companies, the CRM can unlock the ability of knowledge and assist in supporting gross sales, advertising and purchasers alike whereas smoothing workflows and permitting brokers get on with trading.
Common issues for forex brokerages
Forex brokerages around the globe face frequent challenges. From advertising themselves in a aggressive market, to successfully leveraging the information they maintain, enterprise reporting duties and supporting their brokers as they develop their enterprise. The demand for a forex-focused CRM is excessive and FX Back Office have delivered.
Fully customizable
FX Back Office’s CRM and Client Cabinet are remarkably customizable. The firm’s growth groups can alter, tweak or completely design modules and parts based on a brokerage’s particular wants. This permits brokerages to tailor their methods, model their Client Cabinet, create distinctive workflows and extra. The result’s smoother workflows, bespoke reporting instruments and a bunch of different enhancements that enable groups to work extra effectively and precisely all from throughout the CRM.
Trading platforms
The forex CRM is totally built-in with various main trading platforms together with Condor Pro, cTrader and MetaTrader 4 and 5. The overwhelming majority of the platforms’ features can be found from throughout the CRM, permitting FX Back Office’s purchasers to supply the easiest options the business has to supply to their merchants.
Third celebration integration
In addition to trading platforms, the CRM can be built-in with a variety of main software program options, together with VoIP applications, KYC/AML methods and extra. This permits for merchants, gross sales and advertising groups to do their job straight by way of the CRM, with out having to go away it to position a name or to take care of KYC checks on newly-received documentation. This is a large time saver.
Data administration
The forex CRM leverages the huge quantity of knowledge held inside it in a wide range of methods. From producing automated, customizable experiences and sending to the related workers, to sending automated notifications when a brand new shopper joins, or when paperwork are expiring, the system smooths out numerous workflows. Reports could be totally custom-made, permitting you to scale back the burden of reporting to regulatory our bodies, and every day inflows and outflows could be monitored. All of this lets you extra successfully perceive and run your enterprise.
Sales assist
Thanks to its reporting instruments, the CRM presents quite a lot of utility to gross sales groups. Clients could be shortly sorted, categorized and in any other case organized to permit groups to higher perceive your shopper base, discover gross sales alternatives and uncover gaps in your product providing. All the data associated to a particular shopper is hooked up to their profile, permitting the gross sales crew to instantly get the total image of the shopper’s use instances, wants and potential needs. In addition, the CRM has the capability to supply mass, focused electronic mail campaigns which could be created completely throughout the system.
The Client Cabinet: Supporting your brokers
FX Back Office’s customizable Client Cabinet is the last word software in your brokers. They can shortly perceive their enterprise by accessing detailed experiences, shortly and simply request and make withdrawals and deposits and extra all by way of a easy, enticing UI that may be branded in your organization colours. The system helps quick onboarding of latest purchasers with KYC/AML checks in place and an appropriateness take a look at and presents advertising assist by way of a hyperlink generator and marketing campaign supplies. There’s additionally a chat perform and different options.
The finish results of all these options is a forex CRM that’s completely suited to the wants of a contemporary brokerage. The customizable nature of the system implies that it may be tweaked and adjusted to satisfy particular wants, as can the reporting components. Additions equivalent to the information administration facet of issues and the highly effective Client Cabinet spherical out the providing and end result within the final software for forex brokerages.
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