Our aim at UpTrader is to support all the best practices on the market so you can quickly build your own business processes by selecting the best options for you. They can filter them by registration date, region, status, partner’s code, etc. New leads show up on the top of the list with all crucial information like business forex crm solution name, phone number, email address, partner’s code, status, country, UTM. А client can view all their trading history, including balance operations and pending orders without having to log in to the trading terminal. А client can choose account leverage from the list approved by brokerage, execution type, and so on.

XCritical CRM ensures that sensitive data is secure without impeding workflow efficiency, by allowing your staff to share tasks and responsibilities. When brokers launch their systems, they often choose a number of well-known PSPs and connect them to the system. Additionally, your brokerage may require the usage of additional regionally specialized payment service providers in specific circumstances .

Clients Speak

Ensure your account access has only verified accounts with an extra layer of security, supported by phone number and Google Authenticator. 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. Know-Your-Customer is an important procedure for any broker and exchange. We offer ready integration with the leading global KYC providers and can integrate any additional ones. Offer your partners the chance to have dynamic rebates with an adjustable formula calculation.

From the secure storage and management of their client data, to having to market themselves in a fiercely competitive market, to suffering with CRMs that are generic and difficult to use. The industry also requires in-depth reporting tools that many CRMs struggle to deliver. What’s even more important, a business owner or a manager may dive into the interaction process with leads and active clients clustered by a Forex CRM system as well. Brokers understand which features their clients are looking for and offer the exact functionality and benefits to convince active traders to remain on your platform.

Easy account management

https://xcritical.com/, and Forex broker solutions for platforms management are often used interchangeably by specialists in the industry. Cloud-based or built in-house by a broker’s own team of engineers are the most common options for SaaS solutions. Another key benefit of using a forex CRM tool is that it can help brokers to better understand their clients’ needs and preferences. This information can then be used to personalize the broker’s services and recommendations, which can lead to higher client satisfaction and retention rates. Successful forex brokers need to be able to manage a large number of clients and transactions, while keeping track of market trends and staying up-to-date with regulatory requirements.

• With our easy-to-use CRM you can be sure of offering the very best in customer service.
• Client Registration, KYC, Deposits, and Withdrawals are attended to by the Operations Staff.The System simplifies Operations by assigning Roles to your staff.
• The tool provides a centralized database that stores all client data, including account information, transaction history, and communication records.
• At this level, brokers have a unique ability to manage their clients’ relationships.

Sales module is a convenient client distribution and multifunctional sales management system for Forex brokers. This sales system was created with specific broker tasks in mind. It has a wide functionality and allows you to manage and analyse sales managers’ performance separately and sales department performance in general. Motivate clients to deposit more, to trade on live accounts, to make trading volumes using the status system and its benefits.

Forex CRM Admin | You

It’s all stored in one place, simplifying access for every member of the team. As a result, everyone saves time and focuses on more important tasks. XCritical’s Forex CRM software is available at reasonable rates and provides all necessary features in one place. Your sales and customer support departments will get to a whole new level, speeding up processes and helping traders with their needs. Besides, your client data will be stored without duplicates and errors. Thanks to the forex CRM’s excellent data management systems, information and data of all sorts can be sorted, filtered, and categorized in a matter of minutes.

You will be able to access detailed payment reports including any kind of failed transactions at once. Our Account Application procedure comes equipped with a validation engine that helps you to configure your Account Opening Application form the best way possible for optimum lead conversion. On submit, users are filtered by an intelligent duplicate engine that helps you to observe suspiciously connected customers using multiple, configurable criteria thus reducing your risk. Our effective FXOD CRM generally encompass a whole range of activities, it also relies on working software capable of automating, tracking, and coordinating communication with customers. Forex DevOps The Forex Devops platform enables you to get the latest Forex trading software for your brokerage business.

Why do I need a CRM System Tailored to my FX Brokerage Business’s Specific Needs?

A financial technology provider with cutting-edge aggregation software, ultra-low-latency connectivity, institutional grade hosting solutions. An electronic trading platform widely used by the online retail Forex industry developed by MetaQuotes Software. With our RegTech solutions you will save huge amounts of time on preparing reports and monitoring your clientele. Deposits, withdrawals, trаding activity and any other custom reports can be created and automatically sent to your email. With an e-wallet, you can get access to your сryptocurrency through any device. Our e-wallet feature enables you to manage both internal and external transfers including transfers from MT4/MT5 to your e-wallet, IB commissions and e-wallet transactions.

After completing the customization process, our team will install the Forex CRM system. We integrate every component of your brokerage services so that you wouldn’t have to deal with it yourself. Specifically for that we build a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department.

Excel reports

Also, the company’s management will be able to respond more quickly to various changes. In today’s world, providing the speed process of sharing information and making instant decisions are important factors of high profit. Thanks to the XCritical solution, your company’s employees will be able to exchange all the necessary info without the risk of its loss. Moreover, the system administrator will be prepared at any moment to provide individual trade access to each of the employees. Providing technology of clearly structured and only the most necessary info will help the broker to navigate much more quickly about each user and, accordingly, make more effective actions.

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