The CRM system is one of the major components that impact the success of the Forex broker. It influences both internal and external activities. Which are the most trustworthy providers of such solutions?
Summary5 Best Forex Broker CRM Providers What is a Forex CRM System? What are the Top 5 B2Core CRM ProvidersLeverage Syntellicore Finalto TradeSoftForex Broker CRM providers open access to full-fledged solutions, including management system and trader room. Some companies have created their own CRM solution, while others simply partner with individual developers or major CRM vendors.
First, newcomer brokers need to know more about the value of a Forex CRM System . It functions as the first class back office which allows brokerages to manage all internal and external processes. These systems are responsible for providing reports and automating most external activities. In addition, the CRM system allows the integration of third-party tools, including KYC and payment processing solutions.
A high-quality CRM option is key to the success of white label and turnkey brokerage firms.
Any forex business should have access to the top-notch CRM system. Here are the top 5 providers of such solutions.
This state-of-the-art system strives to take Forex broker management to the next level. It provides quality features for merchants (intuitive interface, reporting network, detailed statistics) and employees (admin panel, registration management tool and KYC). B2Core is also compatible with various third party payment providers, KYC solutions and 2FA options.
Customers can choose from 3 packages:Standard, Advanced and Enterprise. That's why users can pay for the features they need most. Ask for the most reliable CRM Forex solution on the market today!
Since its inception in 2008, Leverate has provided technology and solutions to Forex brokers. This company has offices in Israel, Cyprus, United Kingdom, China, Bulgaria and Romania. It allows clients to directly join the global Forex industry.
Their broker-focused CRM, called LXCRM, offers next-level FX trade management with smart dashboards, fast performance, and easy integration with third-party tools (e.g. email delivery systems, SMS senders and affiliate systems). They help monitor the activities of traders on the brokerage platform.
SyntelliCore is a CRM system for Forex brokers created by a Cyprus-based company, Dynamics Works.
According to company executives, this solution offers the best customization conditions and flexible management tools. It allows business builders to get the right Forex broker for the needs of a specific business. Users can access a back office with top-notch features, tiered discount options, and a customer closet .
Finalto aims to provide business owners with cutting-edge technologies and products (including Commercial CRM systems), taking their business to the next level. One of the most popular solutions is Finalto 360, and this turnkey system combines 5 functional modules and the next-level platform available for PCs and mobile devices.
Additionally, Forex brokerages can integrate third-party liquidity providers, payment processing systems, and other tools to ensure traders have the best user experience. Start-up and Enterprise plans are available for business owners. Meanwhile, they can use Finalto 360 as White Label software.
TradeSoft is a Dubai-based company that provides turnkey forex products for newcomers and experienced brokers. One of them is FXOD CRM. It offers many high-quality instruments for managing Forex brokerage activities (e.g. back-office, dashboard, trader's room , virtual terminal, multi-channel communication system, etc.)
Additionally, users can access advanced features for payments, training infrastructure, and money management solutions such as PAMM and MAM.
