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of your brokerages development. This concept is also referred to as xRM Extended Relationship Management: Adapting CRM systems to manage more than just customers. Using Microsoft Dynamics as your Forex Brokerage CRM solution gives your Forex brokerage significant advantages: Enhanced Automation, using the built in Work Flow Engine of Microsoft Dynamics we can customize business logic rules according to a clients business model (i.e. Voip calls directly from the system. Customizable accesses for your sales team. From their, profile, IBs can also open their own. Sofia, Bulgaria BUL vitosha 39, tel. Third party transfers prevention mechanism, various payment systems connected, internal money transfers between own accounts. What IS under your control, retain your clients with absolute ease by using our exceptionally unique algorithmic retention tools.
Our manager will contact you soon. Requesemo, brokerage CRM, open trading accounts for clients directly from CRM. Easy access from all mobile devices. Send email to Conversion Owner when the lead hasnt been contacted for more than x Days). Trader Room, all information on accounts, transactions and deposits is combined in one place. Integrated with MT4 / 5, seamless two way integration with trading platforms, such. Integrated Traders Room Clients Area, account Application procedure comes equipped with a validation engine that helps you configure your Account Opening Application form(s) the best way possible for optimum lead conversion. Trading Platforms can be integrated with one.
Multiple Trading Accounts from Multiple Trading Platforms can be integrated with one Customer Profile and Wallet. By choosing FX back office, you get to focus on what's important attracting, converting and retaining clients. From their Profile, IBs can also open their own Trading Accounts. Client'S cabinet, fully branded user friendly interface, live/Demo account opening function. We are taking part in comment éviter les pièges des brokers forex the growth of some of the largest financial companies in the world 24/7 Support, our knowledgeable Sales and Account Management teams are available to provide you with the answers you need, and our customer support staff works 24 hours. Mobile friendly Fully responsive solution on ANY device.
Why we choose Microsoft Dynamics as the base for our Forex CRM. Compliance KYC integrated process Specific and complex Client monitoring Complete 'company document' area regtech AND reposits Reports for the regulator Any report of your choice is available Make-your-own customizable report feature extensive experience IN providing back-END solutions: regtech Save time With our RegTech solutions you. With our solution, your only job is to attract clients - we'll do the rest. Services, trading Platforms, metaTrader 5 (MT5) is a powerful multi-asset platform to trade the global markets.
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