FX Back Office’s bespoke forex CRM and Back Office Tools

FX Back Office’s bespoke forex CRM
FX Back Office’s bespoke forex CRM

Cyprus-based FX Back Office has created the ultimate, customizable forex CRM

FX Back Office, a Cyprus-based forex CRM developer, has created a unique proposition, a fully customizable forex, and trading CRM. In use by traders around the world, the CRM addresses a range of challenges faced by international and local brokerages.

Common problems

All forex brokerages, no matter where they are located, face a series of challenges in today’s demanding market. From promoting their business to potential clients to helping brokers grow their own business, to completing their due diligence and reporting requirements, the challenges are common to all.

FX Back Office’s forex CRM has been designed with all this and more in mind.

Sales and marketing support

Sales and marketing teams can leverage the data found within the forex CRM to create detailed breakdowns of your client base, to discover where additional sales can be made, which products are proving popular, where there are gaps, and where brokers might be underserved.

All this will allow them to create targeted marketing and sales campaigns, using features such as the CRM’s built-in mass email module to reach clients quickly and efficiently.  

Document management

FX Back Office’s CRM allows for safe and simple storage of your vital data. Integrated KYC/AML systems allow you to verify and check information and automatic notifications can be created to warn when important documents are expiring.

Combined with powerful reporting tools, all this allows brokerages to meet their reporting requirements when it comes to regulatory bodies.

Trading platforms

FX Office’s forex CRM is fully integrated with a number of the industry’s leading forex trading platforms, including MetaTrader 4, MetaTrader 5, Condor Pro, and cTrader. 

Supporting brokers and affiliates

The accompanying Client Cabinet provides brokers and affiliates with a suite of tools to help them manage and grow their businesses. Brokers and affiliates can quickly and easily request deposits and withdrawals, understand the fine details of their business and chat directly with the brokerage.

Brokers can also access a wide range of marketing materials created by experts to grow their business and affiliates can generate their own links to help create innovative marketing campaigns.

Your needs, your system

FX Back Office’s CRM was designed from the ground up in a modular fashion. This means that almost any element of the system can be customized and tailored to suit the specific needs of any given business and be adapted to the way that an individual brokerage works. New features and other additions can easily be developed by an experienced team.

FX Back Office’s CRM combines a suite of powerful tools that are sure to benefit any international brokerage. The forex CRM allows for simple document management, sales, and marketing support, and better reporting, and gives brokerages the tools they need to fully support their brokers.

FX Back Office’s bespoke forex CRM and back office tools

Cyprus-based FX Back Office has created the ultimate, customizable forex CRM

FX Back Office, a Cyprus-based forex CRM developer, has created a unique proposition, a fully customizable forex, and trading CRM. In use by traders around the world, the CRM addresses a range of challenges faced by international and local brokerages.

Common problems

All forex brokerages, no matter where they are located, face a series of challenges in today’s demanding market. From promoting their business to potential clients to helping brokers grow their own business, to completing their due diligence and reporting requirements, the challenges are common to all.

FX Back Office’s forex CRM has been designed with all this and more in mind.

Sales and marketing support

Sales and marketing teams can leverage the data found within the forex CRM to create detailed breakdowns of your client base, to discover where additional sales can be made, which products are proving popular, where there are gaps, and where brokers might be underserved.

All this will allow them to create targeted marketing and sales campaigns, using features such as the CRM’s built-in mass email module to reach clients quickly and efficiently.  

Document management

FX Back Office’s CRM allows for safe and simple storage of your vital data. Integrated KYC/AML systems allow you to verify and check information and automatic notifications can be created to warn when important documents are expiring.

Combined with powerful reporting tools, all this allows brokerages to meet their reporting requirements when it comes to regulatory bodies.

Trading platforms

FX Office’s forex CRM is fully integrated with a number of the industry’s leading forex trading platforms, including MetaTrader 4, MetaTrader 5, Condor Pro, and cTrader. 

Supporting brokers and affiliates

The accompanying Client Cabinet provides brokers and affiliates with a suite of tools to help them manage and grow their businesses. Brokers and affiliates can quickly and easily request deposits and withdrawals, understand the fine details of their business and chat directly with the brokerage.

Brokers can also access a wide range of marketing materials created by experts to grow their business and affiliates can generate their own links to help create innovative marketing campaigns.

Your needs, your system

FX Back Office’s CRM was designed from the ground up in a modular fashion. This means that almost any element of the system can be customized and tailored to suit the specific needs of any given business and be adapted to the way that an individual brokerage works. New features and other additions can easily be developed by an experienced team.

FX Back Office’s CRM combines a suite of powerful tools that are sure to benefit any international brokerage. The forex CRM allows for simple document management, sales, and marketing support, and better reporting, and gives brokerages the tools they need to fully support their brokers.

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