FX Back Office’s customizable back office tools and industry-leading CRM is a must for international forex brokerages.
Cyprus-based FX Back Office, a developer of customizable CRM and back office systems for the trading industry, is changing the game when it comes to CRMs. The company is staffed by expert traders and experienced developers and has created a forex CRM and back office tools that are a must for international brokerage firms and aspiring traders.
FX Back Office’s CRM offers an incredible suite of functions and services, designed to get the most of your client data, to smooth out your workflows and to allow you to get on with making trades.
Data management
Leveraging client data is vital and FX Back Office’s CRM makes the most of the information you already have. From generating automatic reports across a range of areas, to automatic notifications when vital documents are expiring, the CRM presents a range of tools, including notifications that can be automatically generated whenever a client requests a callback. In short, the system leverages your data and allows you to use it in any number of ways. All of this and more reduces the amount of time your teams will spend managing data, or trawling through it for information.
Supporting sales
Mass, targeted email campaigns can be easily created and targeted from within the CRM and FX Back Office’s algorithms can help to tailor your target market and message. Clients can be filtered and categorized, allowing your sales team to work more efficiently and quickly. All the information related to a particular client is clear and available, allowing your teams to understand exactly who they are and what they may need.
FX Brokerages
FX Back Office’s CRM and back office tools are the ultimate resource for FX brokerages. The powerful CRM offers tools to help you manage your affiliate and IB networks, monitor your clients’ transactions on the MetaTrader 4 and 5 platforms, generate important financial reports, quickly make payments, check your daily incomings and outgoings and more. You can also create access rights to tightly control who has access to what and safely store and verify important documentation.
Added to all this, a state-of-the-art Client Cabinet allows brokers’ clients to access their information through a great UI. They can quickly and easily access a range of tools from marketing materials, to live chat features, a link creator and more. From the brokerage’s end, the Cabinet allows for the registration of new clients, KYC tools, unique onboarding flows, questionnaires and appropriateness tests to name just a few tools.
Customizable
FX Back Office’s systems are designed to be fully customizable, allowing you to request new features and to tailor your systems to your exact business requirements.
FX Back Office’s CRM and back office tools are changing the game. Offering bespoke data management systems, sales support, and in-depth tools for FX brokerages, this is perhaps the most innovative CRM and accompanying systems on the market today.