How to Effectively Manage Your Forex Business by Improved the Customer Service in Forex CRM?

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The best and the most popular professional Forex/Crypto trading platform White Label solution tailored specifically to your brand. The affiliate module is the best marketing tool in FOREX and cryptocurrency space. An electronic trading platform widely used by the online retail Forex industry developed by MetaQuotes Software. There are a number of important and necessary functions available to the administrator in the admin area, such as the history of user activity, the creation and modification of KYC conditions, as well as reports on trading activities.

Forex CRM by Fintech Solutions

The investment system has an attractive interface with separate portals for signal providers, followers, and administrators, helping them to concentrate on their personal tasks. Complemented with the Rating Module, Social Trading is a great tool to attract clients, increase trading volumes and spur trading activities on the brokers’ servers. Most sensitively it was perceived by small brokers who can’t afford to spend a couple of extra thousands dollars for the MetaTrader 5 Full license. Therefore the good alternative for them turns out to be с-Trader White Label, whose policy is pretty mild and price is reasonable. However MetaQuotes remains the main trading platform provider and it still sells the Full License MetaTrader and companies are still looking forward to the opportunity to work with MetaTrader. Therefore, we urge new forex broker startups to be mindful in choosing their jurisdiction, banks, and all other legal details or be ready to work with other trading platforms like cTrader that are more tolerant to compliance.

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“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.

Forex CRM by Fintech Solutions

We have many features for many financial products such as compliance & reporting ready for your broker business. By usingSkale Forex CRMRevenue Management Platform the client has been able to provide innovative trading technology, superior dealing performance, and exceptional customer service throughout its customer’s journey. Forex CRM Platform – the Skale technology stack is finance-specific and designed to support customer acquisition,sales and management.

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Lastly, it is critical to ascertain whether your system provider offers dependable customer service in case of any technical problems or inquiries. Reliable providers typically offer 24/7 assistance, so you never have to worry about being stranded without help. Regulate and https://xcritical.com/ streamline transactions being made to a CRM and back office system. Offer advanced money tracking and risk management with setting designed for portfolio centric management. Allow your brokerage account to nominate, sell and market any type of cryptocurrency package.

  • Liquidity providers supply the market with tradable currency pairs and provide pricing information.
  • By selecting the right CRM, you can guarantee that your client’s information is safely encrypted and safeguarded with user authentication features.
  • Create your own Forex brand and use МТ Manager to create unique trading conditions for your clients.
  • While crypto spot trading has been more prevalent, crypto CFDs have also emerged with growing popularity.
  • When selecting a system, make sure it is compatible with various web-enabled devices like desktops, laptops, and mobile phones.
  • Give your clients the opportunity to check their trading activity and analyze the key metrics inside the B2Core trader’s room.

Our solutions have been built to grow as your business grows from a 5 person company to a 500 person call center driven business. The company trained hundreds of salespeople using the CRM and installed a full customer success department, at a click of a button. Onboarding personnel was almost instant which made the client and his investors delighted with the results. All the Skale systems are seamlessly integrated to MT4 and MT5 trading solutions for Forex CRM.

Best Crypto Trading Platform

Next, our engineers worked on the initial Salesforce Sales Cloud setup, followed by data migration from the existing CRM. We also made a range of customizations of the synced database in order to elevate the customer experience across every touchpoint. The world’s largest Forex broker, Australian-based IC Markets is used by 200,000+ active clients worldwide.

The platform’s sleek design, along with its two popular themes , appeals to traders of all experience levels. Moreover, cTrader’s graphical features, account management tools, testing capabilities, and technical indicators can easily compete with those of MetaTrader, making it an attractive alternative for new brokers. Each CRM provider wants to increase revenue by marketing their product and providing various CRM features. Yet, pricing is a crucial element for brokers who wish to integrate such a solution into their infrastructure. Finding the ideal compromise between the platform’s functionality and pricing is essential because a decent CRM system may be expensive. CRM companies frequently provide very reasonable costs, variable rates, and the option for both monthly and annual payments.

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The Broctagon Prime team is happy to be back at iFX Expo Cyprus from 7th to 9th June 2022, widely regarded as one of the world’s biggest financial enterprise conferences. Non-Fungible Tokens can help artists in a way by driving a change in how art is bought, sold, supported, enjoyed and created. We enable businesses to participate in a decentralized future with minimal inertia. Blockchain-in-a-Box Industry-agnostic data integration on chain for experimental implementation. Enterprise Development Tailored, end-to-end solutions and consultancy for non-disruptive blockchain implementation. NEXUS Native Altcoin / Native Token Liquidity Management Market making and capital management system.

Forex CRM by Fintech Solutions

We have developed a unique User Interface for the platforms shown below and continue to expand our list. Check data including size, side, quantity, price and much more with our orders history widget. crm for trading Provide us with your logo and favicon and we will design the product to fully match your company colours. Save your most tradable markets and easily adjust all the widgets to these pairs.

A Back Office for your team

In fact, polls show that customer experience is currently the most important factor in determining a brand’s success. This discovery, which sits at the center of all market transactions, applies to fintech just as much as it does to any other business. SolidusX, a subsidiary brokerage of UK-based Solidus Capital, needed a modern trading frontend, advanced trading tools, and flexible risk-management capabilities for their new retail brokerage. They chose DXtrade, a trading solution for FX and CFD brokers, which allowed them to differentiate and attract new users quickly. Many solutions nowadays have a web interface, meaning that users have to constantly switch between different portals while trading.

Which terminal to choose?

If you are starting a Forex brokerage firm and looking for a reliable Forex solutions provider, just leave a request, and we will design the best offer for you. Specifically for that we build a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department. In addition, we launched a tag system, that will allow your admins to monitor only the clients’ data that are “tagged” to them. Create events for your user activities to enable your marketing team to base your marketing campaigns on the deepest analytics data. We offer ready integration with the leading global KYC providers and can integrate any additional ones.