Customer makes A Deposit. Syntellicore CRM for Forex Brokers is connected with a number of Payment Service Providers (PSPs). Every broker can choose from these providers or the Syntellicore team can integrate the system with the PSP of the Broker’s choice. Usually, (according to the PSPs integration capabilities) integration is seamless /01/02 · crm- customer relationship management. FOREX CRM (FXCRM) IS AN INTEGRATED SYSTEM WITH MTM MANAGER WITH OUR SECURED MTM API SYSTEM. SO, THE MT4 TRADING ACCOUNT OPENING, ALL REPORTING, INTERNAL BALANCE TRANSFER, DEPOSIT AND WITHDRAW PROCESS, IB ACTIVITIES WILL BE AUTOMATED (FOR SECURITY PURPOSE DEPOSIT AND WITHDRAW PROCESS CAN Operating System: Windows 7, OSX , Android crm- customer relationship management. FOREX CRM (FXCRM) IS AN INTEGRATED SYSTEM WITH MTM MANAGER WITH OUR SECURED MTM API SYSTEM. SO, THE MT5 TRADING ACCOUNT OPENING, ALL REPORTING, INTERNAL BALANCE TRANSFER, DEPOSIT AND WITHDRAW PROCESS, IB ACTIVITIES WILL BE AUTOMATED (FOR SECURITY PURPOSE DEPOSIT AND WITHDRAW PROCESS CAN
Forex CRM | The solution to support clients of FX brokers | PLUGIT
Match-Trade Technologies, the provider of turnkey solutions for Forex Brokers, has recently launched a new generation Forex Client Office app with CRM. The new application will increase the efficiency of brokerage business management thanks to the automation of all of the onboarding and payment processes. The new Client Office with Forex CRM includes a dedicated application for traders and IBs allowing them to manage the accounts including IB commissions independently.
Traders can open demo and real accounts on their own directly from the app, transfer funds between trading accounts and making deposits and withdrawals. The application has a modern design, is very simple and intuitive to use; any trader can easily handle it. It has also a special interface for mobile devices, giving high-quality experience for mobile users. Each client can also install the Client Office app on his mobile as an app, on request we can also upload it to Apple and Android stores.
A Broker in the CRM can also effectively measure and manage its leads. It is possible to assign leads to particular account managers, change statuses, leave notes or engage leads and investors by promoting special offers using built-in banner ad space or using mass mailing.
The system also significantly speeds up the onboarding procedure. After registration, customers can upload relevant documents in the app for immediate review and verification. Moreover, the Broker forex brokers crm can transfer funds to enable the KYC option, e. only for a particular payment method. What is becoming an industry trend, the Client Office CRM provides embedded Analytics tool. Apart from tracking KPIs like the number of clients, the number of active accounts, net deposit value; there are also included statistics of net payout value, the number of IBs, profit per day and most profitable clients.
The Business Intelligence feature enables the Broker to comprehensively analyze its cash flows, making it an essential tool forex brokers crm can transfer funds expand the business and increase profits.
Strong competition makes it more difficult for new businesses to stay in the market. Therefore, we constantly invest in the development of the IT department and work on our own technologies to be able to offer our clients who want to become Forex Brokers modern solutions at an affordable price so that they can invest in building their brand and focus on customer acquisition.
We have created our own Match-Trader trading platform, which is an all-in-one solution and already has a built-in modern Client Office module, forex brokers crm can transfer funds.
For detailed information about Client Office with CRM visit match-trade. Match-Trade Technologies is a company that has been providing its solutions to Forex brokers for many years and enjoys the great trust of clients, forex brokers crm can transfer funds. Over the last year, the company has grown significantly by establishing partnerships with companies such as Devexperts, Skale, Centroid Solutions and Takeprofit Tech, thus expanding the group of Brokers to whom it provides its services.
All information about the latest implementations, technologies and services of the company can be found on its official website. Disclaimer: The content of this article is sponsored and does not represent the opinions of Finance Magnates.
CRM for FX brokers \u0026 traders
, time: 28:56FX Brokerage business - blogger.com
Customer makes A Deposit. Syntellicore CRM for Forex Brokers is connected with a number of Payment Service Providers (PSPs). Every broker can choose from these providers or the Syntellicore team can integrate the system with the PSP of the Broker’s choice. Usually, (according to the PSPs integration capabilities) integration is seamless /01/02 · crm- customer relationship management. FOREX CRM (FXCRM) IS AN INTEGRATED SYSTEM WITH MTM MANAGER WITH OUR SECURED MTM API SYSTEM. SO, THE MT4 TRADING ACCOUNT OPENING, ALL REPORTING, INTERNAL BALANCE TRANSFER, DEPOSIT AND WITHDRAW PROCESS, IB ACTIVITIES WILL BE AUTOMATED (FOR SECURITY PURPOSE DEPOSIT AND WITHDRAW PROCESS CAN Operating System: Windows 7, OSX , Android Your clients will enjoy greater fund safety with the secure multi-currency e-wallets for deposit/withdrawal, as well as instant transfer of funds to internal/external accounts and between MetaTrader servers, streamlining funding transactions so that no market opportunities
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