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Top 8 Must-Have Features in your Forex CRM for your Brokerage

Want an effective and powerful Forex CRM? Know the most important Forex CRM features to look for to grow your brokerage in 2020.<br><br>For CRM tools demo contact sales@sanfrix.com

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Top 8 Must-Have Features in your Forex CRM for your Brokerage

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  1. With several players in the market, forex brokerage in today’s world is an extremely competitive and very demanding one. This makes it not just essential, but definitive for any forex brokerage to have an efficient forex CRM. The CRM of your forex brokerage now plays a pivotal role in defining the success of your brokerage. Introduction

  2. A Customer Relationship Management (CRM) tool is a central place to manage all your client relationships - potential and existing customers efficiently, in one place which improves not just staff productivity, but also overall sales. What is a CRM?

  3. The forex trading market runs purely on data and the data for each individual differs at various levels, this begs for a more intricate form of CRM. A Forex CRM provider usually understands the forex market, forex trading platforms, the various partners involved, and the overall solution. Such a provider is able to create a forex CRM solution that caters not only to the needs of the broker but also allows for integrations at various levels that are vital to a brokerage’s success. Why a Forex CRM in particular ?

  4. Now let’s look at the must-have features for a Forex CRM.

  5. Feature 1 All-in-One Management Platform • Your ideal forex CRM will manage data, client interactions, IB administration, marketing activities, and staff performance, all in one place, making it the go-to platform for anyone at any level of your organization • An ideal forex CRM will provide you API as a service. This makes integration with your existing tools such as MT4/ MT5, web and mobile trading platforms, client cabinet/trader’s room, or any other 3rd party tool seamless

  6. Feature 2 Lead Management & Customer Journey • Simplification of tasks. Customer buying cycles, demographics and more must be available at a single click. This holds good for your sales and marketing team more than any other • Register leads directly from the landing page to the CRM initiating a monitored chain of sales and marketing tasks for that particular lead. • Track all lead activities, including conversations between the sales team and the potential customer enabling them to do their jobs more effectively

  7. Feature 3 Multi-level Partner Management • Managing revenue share or partner commissions can be tricky, especially when you’re managing multiple IBs, money managers, and other partners. This gets slightly more complicated if they’re associated with the same set of clients. Find a CRM that tracks, automates, and splits payments to ensure the right person is paid the correct amount. • Multi-tier affiliate management system with a comprehensive dashboard of all trades managed under each partner.

  8. Feature 4 Customer Segmentation • Converting leads to sales and gaining a customer is one thing, whereas keeping them happy and loyal to your brand is a whole different story. Segmenting customers based on their trade volumes or other factors and maintaining personalized relationships with customers is key to this • A good forex CRM will provide you with a panoramic view of your customer, giving you an exclusive understanding of each customer’s trading habits, portfolios, profitability; enabling your staff and the entire system to do their best to ensure each customer approach is personalized.

  9. Feature 5 Unified Communications Tracking • A forex trading platform integrated with a CRM saves time by removing the need to switch between applications and ensuring the back end admin is always notified of follow-ups that require immediate action on their part, eliminating downtime. • Effective integration of data (from phone calls, live chat, emails, chats, PPC and social media campaigns) into the CRM also maximizes potential. • Efficient data collection and centralized data approach of a good forex CRM eliminates duplication and promotes faster response time, leading to higher client satisfaction.

  10. Feature 6 Regulatory Technology • Since forex trading is a global market, there are multiple sets of regulatory compliance that apply, depending on the regions where the brokerage operates. Outside of basic identity verification, the more important ones are the Anti Money Laundering (AML) verification and Know Your Customer (KYC). • Since both these require due diligence to be carried out for each customer on the part of the brokerage, a forex CRM that understands these aspects and integrates with electronic identity verification (eIDV) manages to complete this process without any hassles.

  11. Feature 7 Insightful Reporting Capabilities • All the data that is in a CRM makes it a powerful tool that allows for increased operational efficiency and helps organizations create better strategies by generating insightful reports. • Seamless integration with MT4/MT5 trading platforms allows you to generate simple yet precise reports based on trading statistics, transactions, balances, leads, revenue, dividends, and much more. • Given that regulations can change rapidly in the forex trading environment, access to all possible reports is a crucial game-changer for a brokerage.

  12. Feature 8 Customization & White-labeling • Your CRM can be customized to meet your brand guidelines such as logo, color schemes, etc. making your brokerage look more professional from the customer’s end. • It can also be personalized to meet your business needs, by incorporating payment solutions, chat tools, email marketing/service providers, webinar tools, VoIP / Telephony, SMS and more.

  13. These are just the top 8 features to look for in a forex CRM for your FX brokerage. There are several other features and benefits that make it essential for your forex brokerage to choose a CRM that is designed for forex trading. Conclusion

  14. Here’s how Sanfrix can help you on this journey...

  15. Sturdy CRM customised for FX brokers with multi-tier affiliate management, unified communications, KYC, customer journeys, insightful reporting and more. COMPANY INCORPORATION Sanfrix has initiated several brokerages from various jurisdictions and can help you too, making the entire set up hassle-free. TECHNOLOGY We offer MT4 / MT5 Whitelabel solutions. Advanced technology and reliable solutions at an affordable cost. LIQUIDITY We offer deep institutional liquidity with customised pricing and execution analytics to make sure all your liquidity needs are met. CRM & BACK-OFFICE STRATEGIC PARTNERSHIP Continued strategic partnership, free consultation support and 24/6 customer support from our Chief Success Officer.

  16. Sanfrix offers forex CRM solutions for small businesses as well as enterprise-level companies. To understand all the exciting possibilities request a free demo today!

  17. Sanfrix can help you with all your brokerage needs and has helped several forex brokerages double their profits by simply implementing the right tools. Question is… Will your brokerage be one of them? Contact Us +65 9860 7215 sales.sanfrix sales@sanfrix.com t.me/sanfrixltd

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