Saving when it comes to creating reports or monitoring customers is essential. LX CRM allows brokers to personalize the solution with custom dashboards and widgets, as well as offers various settings necessary for optimal performance. Ensure your data is maintained in a single, forex crm organized location for streamlined access and compliance. Uphold the necessary KYC regulations with customer identification verification processes seamlessly integrated into operations. B2Core facilitates businesses to focus on customer feedback and swiftly address issues.

crm for forex brokers

We help you build an AI infrastructure with cloud-based solutions tailored to your business. We combine our Salesforce expertise and service excellence with the collaboration of our partners to deliver all the tools your business needs to enter the digital world stronger. Join our growing marketplace of providers, companies & traders catered for industry specific needs.

Compete with the best brokers with our affordable FX CRM solution

The clients inhouse development team has developed various API and DB scripts to ensure that these different systems operate on a daily basis for the client. If the client requests a functional / technical change or new functionality, the development is delivered as a sprint over 4-6 weeks agile development cycles and sometimes longer. This puts immense pressure of technical resources who end up primarily maintaining the existing system to keep the business operational. A liquidity provider is a market broker or institution that acts as a market maker in a selected asset class… We offer a unique set of services essential for creating a successful Forex trading firm in this dynamic industry. MT5 is the software that allows you to explore not just regional level trading but global market of Trading.

crm for forex brokers

INFINOX Capital is a global online foreign exchange broker based in London. The Forex Company provides online trading services to clients in the UK, EU and the https://xcritical.com/ rest of the world. Founded in 2009 by CEO Robert Berkeley, the company focuses on providing a premium client service alongside market-leading technology.

Relationship management with customers

A CRM should include built-in blocks to make it simple for your team to validate client information and perform compliant marketing. This will increase your company’s profitability and keep your brand relevant to consumers. The final price is calculated after discussing all the details with the client. Every payment is calculated individually based on the required features, services, and task complexity.

Salesforce Solutions specially designed for the business that were successfully implemented by EMPAUA. « EMPAUA’s expertise and professional approach led us to a successful integration. » We’ve worked with exciting companies from some of the fastest growing industries in the world.

Forex Turnkey Solution

B2Broker is a liquidity and technology provider of solutions for the crypto and Forex industry. Сompany specializes in B2B services and products, catering to a wide range of clients, including large licensed brokers, crypto exchanges, crypto brokers, forex brokers, hedge and crypto funds, and professional managers. With integration and support for CFD brokers, Spot Exchanges, and Margin Accounts, there is a wide range of features and capabilities available to accommodate business owners of any size. B2Broker is a liquidity and technology provider of solutions for the financial industry. Group of companies provides B2B products & services to a wide range of clients, including large licensed brokers, crypto exchanges, crypto brokers, forex brokers, hedge and crypto funds, and professional managers. We at XCritical specialize in developing software solutions for Forex brokers.

crm for forex brokers

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