CRM software falls into the category of the most important components for a brokerage company. Such a system has an essential impact on both large and small businesses; this is why business owners need a functional Customer Relationship Management system that matches their primary goals. On the other hand, the software efficiency and functionality mainly depends on the Forex CRM provider you are dealing with.
Which solutions do FX CRM providers offer?
A Customer Relationship Management system is one of the numerous solutions a beginner broker may access, as top-rated providers suggest a string of turnkey solutions, liquidity, and advanced technologies to overrun competitors.
It is not a secret that the Forex market is a competitive sphere, and the better features you offer to traders, the more chances to attract crowds of new clients. Diverse solutions and innovations help business owners to make several steps ahead.
The following important features characterize a reliable Forex CRM provider:
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Many years of experience. Providers need to understand the inner working of Forex brokerage to match the expectations of traders.
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All-in-one-solutions. Experienced, leading providers a set of solutions to enhance your business. For instance, on top of Forex CRM software, business owners get a trader’s room and client portal to customize all the features.
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Diversity of packages. CRM systems may carry a wide range of useful features onboard, and business owners decide whether those features are useful or not. Reliable brokers offer several packages with different sets of options to help brokers choose the very best solution.
Top-rated providers of Forex CRM systems
Since you’ve understood that the Customer Relationship Management system matters much for beginner brokers, look through the list of the most reliable providers of CRM solutions.
The company specializes in advanced eye-catching technologies for the financial sector. The solution is compatible with more than 10 trading platforms and more than 30 payment providers.
B2Core is a package-based solution that offers brokers to select the best matching set of features: Basic, Advanced, or Enterprise. Ultimate security, compliance with legal norms, and recent innovations implemented let this solution remain the leading product on the Forex CRM market.
A Forex CRM system designed by Leverate is compatible with a bunch of tools (affiliation, VoIP, BI & MA). Solutions are customized to meet brokers’ needs and increase your business performance. The system is easily integrated with other components to provide traders with ultimate functionality.
CRM software clusters your staff, offering diverse access levels to manage all the processes effectively.
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Syntellicore:
Syntellicore also offers a solution that unites three components: an FX CRM, trader’s room, and client’s area. The software is mainly compatible with MT4 and MT5 trading platforms; meanwhile, integration with other platforms is available as well. Dynamic reporting, lead automation, marketing automation, and other features are in-built.
The CRM software functions in compliance with legal requirements, simplifying the correspondence with the KYC policy. Such a product is customized to match your business demands.
The Proftit company enables business owners to connect innovative and flexible CRM systems that analyze your leads, optimize the sales processes, and automate the majority of steps. Furthermore, an advanced reporting system is provided.
CRMs are mostly compatible with the MT4 trading platform but the solution is customized; this is why integration with other platforms is listed among available setups.
Finalto is a company that aims to develop next-level financial products to push businesses forward. Forex CRM is among the available products – the company offers this product united with a trading system and back-office to integrate an all-in-one solution to automate and optimize your brokerage processes.
This said, look through the list of reliable brokers, compare their strong and weak points, and come up with the decision of which product matches your business needs the best.
https://www.finextra.com/blogposting/21247/top-5-forex-crm-providers--be-on-the-progressive-side
2021-11-12 17:06:45Z
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