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CRM for Forex and CFD Broker

by | Apr 29, 2021 | backoffice, Company

Banks globally centers a lot of attention on ways to improve customer service and to mine out useful clients’ consumption habits, so that it may induce their customers to increase their usage on facilities offered through the bank. The tool that help them reach this success and gain that competitive edge is through the use and engagement of tools from a CRM, also called the Customer Relationship Management system.

Forex Broker CRM

Forex and CFD broker CRM functions almost similar to the bank systems. Some call it a back-office portal, or some call it a Trader’s Cabinet. The portal helps the broker track their leads, enhance conversions, track sales, and develop distribution partners. The CRM run real-time reports to track how much revenue was earned per lead generated. Audit trails, timestamps, cash management, deposit, withdrawals, client management, feedback, client support can all be performed via our CRM solution.

CRM Administration

The portal will log and manage detailed information of each lead, client and partner. It has a dashboard that display all relevant data crucial to the business, from marketing campaign data, audit trails, profile data, language settings, P&L data, distribution of agent commission through activities made from introduced customers.

In the portal and administrator module, your business can create custom campaign and payouts. The CRM for the Forex and CFD broker is a tool for the broker dealer to easily track operational activities and enhance results from marketing. It is also built with custom HTML email templates and autoresponders so that the broker can send out notices and announcements on predetermined actions made by individual clients or in a group. For example, if you would like to run an email campaign relating to gold trading, you can generate a custom report with a list of traders who have traded in gold recently. Based on the report generated, you thus run the campaign through emailing these batch of customers through the administrator portal and inform them regarding any upcoming activities so that it would attract them to participate more actively through trading.

Benefits

The CRM helps the broker through automating many business process and keep business operations in arms length. The CRM works in a way where it is synchronized with clients’ respective trading platforms, therefore trading activities in all trading accounts managed by the company could be seen and summarized with a few simple clicks on the mouse. Our in-house CRM can be customized to the broker’s liking, and it is able to be synchronized and connected to all types of trading platforms, we have made many different versions accustomed to meet different needs to different trading platform providers. So the broker can automatically calculate daily trade and transaction revenues seamlessly even if you offer multiple trading platforms. Our CRM has the ability , however not limited to them; create tailored reports on commissions, rebates, leverage settings, and custom results through the layering on analytics on top of the raw data extracted from your trading platform, so that there can be increased control with ease.

If you need a versatile CRM that can boost your business, we believe we have the solution for you, feel free to contact us.

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