Best Forex CRM for Brokers Altima Cloud CRM for MT4 +

Experience unparalleled control over your Forex brokerage with CRM for Forex Brokers- the ultimate solution for boosting sales, and improving customer satisfaction. Help your affiliates and introducing Prime Cloud Safety Companies brokers drive business to your brokerage and automatically calculate multi-tier commissions. Increase trader engagement with a branded client portal for your brokerage and white-labels.

It streamlines the process of handling client deposits and withdrawals, providing transparency and efficiency in managing financial transactions. A good Broker CRM shows the simplified version within a few clicks to traders. Forex trading involves lots of regulations and compliance like KYC, Anti-Money Laundering/Combating the Financing of Terrorism (AML/CFT) in many jurisdictions.

Bonus Management

Forex brokers can boost their lead generation and conversion to ensure optimised sales pipeline management with AltimaCRM. Automate every element of your business, including conversions, data management, and customer reporting with AltimaCRM. Equip your team with the Forex marketing tools they need to thrive and grow.

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. Sales SupportMaking it easy for sales agents and IBs to generate and nurture leads is a central part of any CRM. The software should enable you to keep track of all a lead’s contact information as well as where they are in the sales funnel and how often they’ve been contacted. Ideally, the system should also allow you to track where the lead came from so that you can focus your marketing efforts on the most successful channels. Using a fully integrated VoIP system, agents can rely on AltimaCRM to call and communicate directly with customers.

FOREX CRM

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. Reconcile KYC and data verification processes and step into the autonomous age with AltimaCRM. Synchronize with Google Cloud Vision Services to verify documents and customer sign-ups and eliminate any compliance bottlenecks. Allow your clients to verify their accounts before conducting any financial activities on the platform.

Automate your back office operations, speed up compliance processes and streamline your brokerage workflows. Please pay attention that we don’t provide financial services on behalf of B2Broker LTD. We provide financial services on behalf of companies that have relevant licenses.

Forex CRM Admin

The ability to link several trading platforms and the connection of KYC providers to streamline user identity verification and enhance overall security are also advantages of Forex CRM. Additionally, the FX CRM system provides vast marketing capabilities to help with thorough user activity analysis. 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.

When your CRM integrates with payment methods, like bank accounts, Skill, or Neteller, payments are immediately processed, so clients don’t have to wait. Explore multi-level IB management & recruitment to scale your business. Put AltimaCRM to work for your Forex brokerage, increasing customer conversion and growing your revenues to new heights. Stay informed by recording and managing detailed demographic profiles for each of your leads, clients, and partners. One dashboard shows you all the relevant data from thousands of data points including marketing sources, deposit values, contact info, language preferences and trading PnL. All Forex brokerage businesses rely heavily on the partners such as IBs and Affiliates to bring new trader clients to the platform and help them expand into new geographies.

IB Room Affiliate Module

We provide all the necessary tools and services to get you online providing you with leeway against your competition instantly. The best and the most popular professional Forex/Crypto trading platform White Label solution tailored specifically to your brand. We offer a large range of products and services to enhance your business operations. Quickly and easily handle your customer’s enquiries, issues and requests. Leverage our powerful CRM solution to build lasting client relationships.

• This can help with client retention efforts, compliance management, and more.
• This is a very critical part as it helps you manage what kind of trading access including currency pairs, margins, spread, charges, etc a particular trader is provided with.
• DGM RemAPP is a solution that delivers the MetaTrader Terminal in a SaaS format, with possibly less than 1ms latency; operable on iOS, Android, Linux, MAC and all browsers.
• A financial technology provider with cutting-edge aggregation software, ultra-low-latency connectivity, institutional grade hosting solutions.

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. Our development team specializes in integrating Crypto-based Gateways and other payment processors. Our comprehensive CRM solution handles a wide range of tasks and makes use of effective technologies to effortlessly automate, track, and organise customer communications.

TRADING TOOLS

Generate various valuable reports using the advanced configurable Reporting Tools provided. Use rich and fully customizable dashboards to visualize comparisons, manage risk and compliance, view patterns and trends in sales, as well as in marketing. Every report you will ever need can be accommodated within your  Syntellicore Forex CRM. Showcase a powerful trader’s cabinet that features an intuitive dashboard, real-time data feeds and leads that are fully customisable to any interface. We have a White Label copy trading platform for both MetaTrader 4 and MetaTrader 5.

With DITS you can be sure of offering the very best in customer service. We provide forex brokers & traders with a completely reliable solution that looks after the confidential information in a very organized way. The product was launched to provide a solution to startups & established brokerage firms. A CRM (customer relationship management) tool is a key part of a forex broker’s business.

Features your business can rely on to increase Client Conversion, Deposits and Trade Volumes

An intuitive interface makes it simple to use and easy to understand, whether you’re an amateur or professional. Gain easy access to all the most popular fiat currencies, сryptocurrencies and stablecoins. Harness the power of AltimaCRM to develop or streamline your operations and recruit a worldwide client base. API – integration with the data passed from server to server and the front-end being on the B2Core side.

Which one to go with Forex Broker Desktop Software, Mobile Apps, and Cloud CRM?

To achieve that consistency, look for a CRM that lets you customize the trader’s room with your own logo and color scheme. Then, when clients log in, they see the branding that is familiar to them, which makes your brokerage look more professional. Centroid Solutions is a technology provider specializing in Risk Management, bridging, execution engine and hosting solutions for financial institutions. A financial technology provider with cutting-edge aggregation software, ultra-low-latency connectivity, institutional grade hosting solutions. An individual area that provides your clients with all the information and they need to manage their account, transactions and documents — the ultimate client retention tool. Get one single view of a trader and use real-time notifications to help you focus on revenue driving activities.