Cyprus-based FX Back Office are the developers of one the forex trading industry’s fastest growing CRMs. The creators of a uniquely customizable forex and trading CRM, the company is staffed with expert developers with experience of the trading industry. A must for brokerage firms, the CRM can unlock the power of data and help in supporting sales, marketing and clients alike while smoothing workflows and allowing brokers get on with trading.
Common problems for forex brokerages
Forex brokerages around the world face common challenges. From marketing themselves in a competitive market, to effectively leveraging the data they hold, undertaking reporting duties and supporting their brokers as they grow their business. The demand for a forex-focused CRM is high and FX Back Office have delivered.
Fully customizable
FX Back Office’s CRM and Client Cabinet are remarkably customizable. The company’s development teams can adjust, tweak or entirely design modules and components according to a brokerage’s specific needs. This allows brokerages to tailor their systems, brand their Client Cabinet, create unique workflows and more. The result is smoother workflows, bespoke reporting tools and a host of other improvements that allow teams to work more efficiently and accurately all from within the CRM.
Trading platforms
The forex CRM is fully integrated with a number of leading trading platforms including Condor Pro, cTrader and MetaTrader 4 and 5. The vast majority of the platforms’ functions are available from within the CRM, allowing FX Back Office’s clients to offer the very best solutions the industry has to offer to their traders.
Third party integration
In addition to trading platforms, the CRM is also integrated with a range of leading software solutions, including VoIP programs, KYC/AML systems and more. This allows for traders, sales and marketing teams to do their job directly through the CRM, without having to leave it to place a call or to deal with KYC checks on newly-received documentation. This is a huge time saver.
Data management
The forex CRM leverages the vast amount of data held within it in a variety of ways. From generating automatic, customizable reports and sending to the relevant staff, to sending automatic notifications when a new client joins, or when documents are expiring, the system smooths out countless workflows. Reports can be fully customized, allowing you to reduce the burden of reporting to regulatory bodies, and daily inflows and outflows can be monitored. All of this allows you to more effectively understand and run your business.
Sales support
Thanks to its reporting tools, the CRM offers a lot of utility to sales teams. Clients can be quickly sorted, categorized and otherwise arranged to allow teams to better understand your client base, find sales opportunities and discover gaps in your product offering. All the information related to a specific client is attached to their profile, allowing the sales team to immediately get the full picture of the client’s use cases, needs and potential wants. In addition, the CRM has the capacity to produce mass, targeted email campaigns which can be created entirely within the system.
The Client Cabinet: Supporting your brokers
FX Back Office’s customizable Client Cabinet is the ultimate tool for your brokers. They can quickly understand their business by accessing detailed reports, quickly and easily request and make withdrawals and deposits and more all through a simple, attractive UI that can be branded in your company colors. The system supports fast onboarding of new clients with KYC/AML checks in place and an appropriateness test and offers marketing support through a link generator and campaign materials. There’s also a chat function and other features.
The end result of all these features is a forex CRM that’s perfectly suited to the needs of a modern brokerage. The customizable nature of the system means that it can be tweaked and adjusted to meet specific needs, as can the reporting elements. Additions such as the data management side of things and the powerful Client Cabinet round out the offering and result in the ultimate tool for forex brokerages.
Cyprus-based FX Back Office are the developers of one the forex trading industry’s fastest growing CRMs. The creators of a uniquely customizable forex and trading CRM, the company is staffed with expert developers with experience of the trading industry. A must for brokerage firms, the CRM can unlock the power of data and help in supporting sales, marketing and clients alike while smoothing workflows and allowing brokers get on with trading.
Common problems for forex brokerages
Forex brokerages around the world face common challenges. From marketing themselves in a competitive market, to effectively leveraging the data they hold, undertaking reporting duties and supporting their brokers as they grow their business. The demand for a forex-focused CRM is high and FX Back Office have delivered.
Fully customizable
FX Back Office’s CRM and Client Cabinet are remarkably customizable. The company’s development teams can adjust, tweak or entirely design modules and components according to a brokerage’s specific needs. This allows brokerages to tailor their systems, brand their Client Cabinet, create unique workflows and more. The result is smoother workflows, bespoke reporting tools and a host of other improvements that allow teams to work more efficiently and accurately all from within the CRM.
Trading platforms
The forex CRM is fully integrated with a number of leading trading platforms including Condor Pro, cTrader and MetaTrader 4 and 5. The vast majority of the platforms’ functions are available from within the CRM, allowing FX Back Office’s clients to offer the very best solutions the industry has to offer to their traders.
Third party integration
In addition to trading platforms, the CRM is also integrated with a range of leading software solutions, including VoIP programs, KYC/AML systems and more. This allows for traders, sales and marketing teams to do their job directly through the CRM, without having to leave it to place a call or to deal with KYC checks on newly-received documentation. This is a huge time saver.
Data management
The forex CRM leverages the vast amount of data held within it in a variety of ways. From generating automatic, customizable reports and sending to the relevant staff, to sending automatic notifications when a new client joins, or when documents are expiring, the system smooths out countless workflows. Reports can be fully customized, allowing you to reduce the burden of reporting to regulatory bodies, and daily inflows and outflows can be monitored. All of this allows you to more effectively understand and run your business.
Sales support
Thanks to its reporting tools, the CRM offers a lot of utility to sales teams. Clients can be quickly sorted, categorized and otherwise arranged to allow teams to better understand your client base, find sales opportunities and discover gaps in your product offering. All the information related to a specific client is attached to their profile, allowing the sales team to immediately get the full picture of the client’s use cases, needs and potential wants. In addition, the CRM has the capacity to produce mass, targeted email campaigns which can be created entirely within the system.
The Client Cabinet: Supporting your brokers
FX Back Office’s customizable Client Cabinet is the ultimate tool for your brokers. They can quickly understand their business by accessing detailed reports, quickly and easily request and make withdrawals and deposits and more all through a simple, attractive UI that can be branded in your company colors. The system supports fast onboarding of new clients with KYC/AML checks in place and an appropriateness test and offers marketing support through a link generator and campaign materials. There’s also a chat function and other features.
The end result of all these features is a forex CRM that’s perfectly suited to the needs of a modern brokerage. The customizable nature of the system means that it can be tweaked and adjusted to meet specific needs, as can the reporting elements. Additions such as the data management side of things and the powerful Client Cabinet round out the offering and result in the ultimate tool for forex brokerages.
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