Products
Forex CRM System
Forex CRM System is a Customer Relationship Management system developed exclusively for facilitating forex/bullion brokerage companies to manage all the Introducing Brokers (IBs) and clients efficiently. It assists to streamline and standardize the operation processes, resulting in reducing costs, improving efficiency and increasing customer retention. The sophisticated cloud-based CRM system integrates seamlessly with MT and mF trading system. It has a full-fledged affiliate system with multi-tier rebate capabilities which allow brokers to grow their brokerage business rapidly.
By introducing new functions to cater different business models, the Forex CRM system can help brokers manage their entire business effectively whilst reducing trading risk.
Forex CRM System
Advantages
One-Stop Management
Integrate all functions in one system, including account opening, deposit & withdrawal, multi-tier agent rebate, role permission settings, etc., helping you run the business more efficiently
Detailed Data Analysis
With powerful data analysis capabilities, the system can conclude the customer's profitability based on historical transactions and hence, managing customers with hierarchies to create more profits for agents
Enhance Client Relationship
Improve customer satisfaction significantly through efficient customer relationship management and immediate follow-up of customer needs
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Corporate Brand-Building
Allow for customization with company logo and domain name, helping create professional corporate image and increase customer loyalty
Intuitive User Interface
Designed with the latest HTML5 technology, the user interface is simple, clear and easy to use
Ensure System Stability
With advanced forex R&D technology and 24/7 customer support, system errors and downtime can be minimized
Mobile Friendly Design
By adopting responsive web design, you can access the system to manage your account from any mobile devices anytime, anywhere
Trader/IB Portal
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Instant Account Opening
Seamlessly integrate with the MT and mF trading system, allowing users to open trader and sub-IB account online instantly
Electronic Identity Verification Service
Provide real-time Know Your Customer(KYC), Anti-Money Laundering(AML) and PEPs(Political Exposed Persons) and Sanctions Screening services to help brokers better know their customers and reduce the financial risks
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Multi-tier Agent Structures
Capable of creating multi-tier tree structures of IBs/agents and generating sub-IB/ sub-agent’s referral link to expand the business rapidly
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Commission Setting
Flexible setting for the automatic rebate system; One-click setting for agent rebate group and rebate amount
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Integrated Account
Manage multiple MT and mF accounts under one integrated account for greater efficiency and convenience
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Deposit / Withdrawal
Support online processing of deposits and withdrawals as well as payment gateway integration for the ease of managing the accounts
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Detailed Report
View the transaction details and position summary to understand the real-time profit & loss and rebate details for better risk management
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7/24 Service
Provide instant customer and technical support by phone or email to strengthen communication with clients
Admin Portal
Account Management
Allow to configure roles and set permissions separately, managing the trader and IB account effectively
Fund Management
Support exchange rate maintenance, valet deposit & withdrawal and manual adjustment of account balance; View deposit and withdrawal details, commission settlement and rebate history
Report Management
Provide detailed management reports, including trader account opening statistics, deposit and withdrawal statistics and rebate statistics
System Statistics
Show the overall statistics including the transaction summary, the number of users and trading accounts, as well as the amount of total deposit and withdrawal
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Information Management
Allow to perform different email settings and support public announcement to all users
Rebate Configuration
Customize the automatic rebate rules and settlement methods by configuring rebate criteria
Profit Sharing
Allow to copy clients' trades by self-defined direction and ratio to share the profit and loss with the customers