You get to choose what kind of reports your partners are receiving. You can decide what type, what conditions, what name, and so on you want your bonus to have. Use this bonus to motivate your clients to make their first deposit, or deposit more, or deposit more often. Motivate clients to deposit more using the status system and its benefits. Our technical team will install and integrate all of your brokerage components.

• Is, first of all, an automated management system for effective collaboration with customers.
• Forex Broker CRM Mobile App for both Android & iOS comes in very handy for brokers, their teams, partners, and clients.
• A turnkey solution with one of the best Trading UI on the market.
• For instance, the sales department could quickly get all the required information about leads to turn them into a customer.
• The more time goes by, the more likely it is that you’ll want to keep your customers on the platform and provide them with a service.
• Thus, get a clean overview of your entire sales pipeline or a list of immediate operational needs in a clean visual Inbox.

Everything will be logged inside the event to keep track of everything. Add only responsible people as recipients of email notifications regarding a particular event trigger in order to keep your team focused only on relevant matters. Whitelist the withdrawal wallet to receive outgoing funds to trusted destinations only. We have developed functionality that allows admins of the product to make adjustments for a large amount of users in a few clicks. The system already supports 6+ actions and we are constantly working to expand them further. Create levels and rewards for each level based on your own requirements.

Technical Support & Availability

Retrieve all your financial records from your financial operations recorded under a user-friendly table inside the B2Core space. Being a Forex Broker, you would wish to provide a safe, quick and easy… Multi-level Online and Auto Trading Platform used in the Forex and global markets by Dealing Rooms, Liquidity Providers, Exchanges, Market Makers, Brokerage Firms. Share your referral link or code to any of your social media accounts easily. The better you know your customers, the stronger your relationships will be with them.

To access all the features, brokers, partners, and clients need to access desktop software only. The CRM allows brokers to effectively track and manage leads, from initial contact with trader clients to conversion, ensuring efficient follow-ups and nurturing of potential clients. A sales https://xcritical.com/ team will be able to control lead status, increasing the efficiency of their work. The marketing team gets insights into conversion rates, understanding when to apply new strategies. Also, the support team will have all the necessary info to provide maximum assistance to your clients.

Connect seamlessly to MetaTrader 4 & 5 and other major platforms.

This is probably one of the best features of Cloud Forex CRM systems. With this feature, it is possible to track the monthly, quarterly, and annual records of the client. Some important analytics which is covered in this feature include e-wallet transactions, withdrawal, deposits, IB, and much more.

We have developed a highly scalable alerting system which will allow your managers to receive real-time warnings about suspicious activities in order to mitigate the risk. Ensure your account access has only verified accounts with an extra layer of security, supported by phone number and Google Authenticator. Offer your partners the chance to have dynamic rebates with an adjustable formula calculation. Calculation and accrual of commissions are performed in a personal account.

Trade like a pro using MetaTrader Forex Trading and Technical Analysis Platform

Look for software that allows you to manage KYCs and track whether or not clients have submitted the appropriate documents. Consider how you’d like a CRM to help with KYCs, and ask whether the tool is capable of that during a demo. What is necessary is an account management website where your traders may access their accounts, interact with you, and deposit cash.

Sensitive documents can be securely stored on external servers where they’re safe from attack. Notifications can be created to warn when vital documents are expiring, and clients can quickly and easily upload new documentation via the Client Cabinet. The Client Cabinet includes a suitability questionnaire, allowing brokerages to quickly understand if https://xcritical.com/blog/forex-crm/ their clients are selling the correct products to the correct customers. Working with and compensating brokers and money managers who refer clients to your business is essential. 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.

Maximizing Profits: Understanding Lot Sizes and Position Sizing in Forex

This feature helps sales representatives to achieve their goals, and their management to get an estimate of their team’s plans. Your partners can get different Excel reports detailing their clients’ trading volumes and other data important for their IB rewards. You can also change the generation frequency for different types of reports. Come up with enticing marketing offers and give out benefits to your clients to make them more loyal to your company. Just use this information to motivate your clients to trade more. Usually brokerage companies use this bonus to attract new clients and spark an interest towards trading in them.

Forex.Academy is a free news and research website, offering educational information to those who are interested in Forex trading. Forex Academy is among the trading communities’ largest online sources for news, reviews, and analysis on currencies, cryptocurrencies, commodities, metals, and indices. The cloud-based Forex Broker CRM Solutions are the best ones out there.

B2Core – Forex CRM for Brokerages and Exchanges.

All you need is login credentials for a manager account on the platform. You can add as many servers as you require, including mixing different platform types, and your clients will see all their account data in one place. Clients from different regions can choose via which payment system they want to deposit their trading accounts or their wallet. There are lots of exciting social trading solutions to help your clients start earning money.

With all the information you’ll put into your CRM, it can be a powerful tool for compiling data. It should be simple to generate reports on trading statistics, leads, revenue, dividends, and much more. The CRM should also provide reports that make it easier to comply with the rules in your regulatory environment. Even if you currently operate in an unregulated environment, having these reports is beneficial since regulations can change rapidly. If you’re interested in specific reports, ask about those when the CRM provider is giving you a demo—which they should be eager to do. Making it easy for sales agents and IBs to generate and nurture leads is a central part of any CRM.