FX Back Office’s Customizable CRM Is Changing The Game

FX Back Office is a Cyprus-based developer of forex CRMs and back office tools. Offering one the finest forex CRMs on the market, FX Back Office was created to fill a gap in the market: The lack of a fully customizable, powerful forex CRM. The end result is a comprehensive CRM that assists in data management, the leveraging of data, sales and trading activities.

Making the Most of Your Data

The data your business already holds is key to your success. FX Back Office’s powerful CRM allows you to dig into that data to access and leverage the information it contains. Automatically generate a wide range of reports on a scheduled basis, receive automatic warnings when important documents are about to expire, create notifications for whenever a new client joins or an existing client needs a callback. All these features and more allow your teams to get to work and to easily navigate and make use of the data you hold.

Empowering Your Sales Teams

FX Back Office’s CRM also offers an effective series of tools for your sales teams to find new business and serve existing clients. Sales teams can reach out to their clients through the use of mass emails that can be targeted using the CRM’s sophisticated algorithms. All of this can be done from within the CRM itself, saving your people time and effort.

Sales teams can also categorize and filter existing clients, allowing them to immediately see what stage clients are at in their customer journey, what services they have, and what they might need. All the clients’ data is attached to their files, and so your teams can quickly access anything they may need to know.

The Ultimate Tool for FX Brokerages

FX Back Office’s CRM and back office tools, as the company’s name may suggest, represent a fantastic tool for FX brokerages.

The unique, customizable CRM allows for the ultimate control and oversight of your clients and networks. Gain full control of your affiliate and IB networks through a range of management tools, and see your clients’ trades and transactions on the MetaTrader 4 and 5, and cTrader platforms.

Daily income and outgoings can easily be tracked and monitored and the system can automatically generate important financial reports, according to your specifications, generating them on pre-determined dates and sending them to specified email addresses.

Important documents can be stored, verified and accessed directly through the CRM. In order to maintain security, unique permissions and access rights can then be granted to ensure complete control over your documents.

Alongside the CRM, an intuitive Client Cabinet allows your clients to quickly and easily understand what’s happening with their business and to access a range of tools. Brokers can make use of a wide range of marketing materials, created by FX marketing professionals. Other tools include access to a live chat feature, a link creator and more.

For brokerages, the Client Cabinet is a powerful tool that allows quick and easy onboarding of new clients. After a simple registration process, clients’ documents can be assessed through industry-leading KYC tools and questionnaires and appropriateness tests are also available. Brokerages also have the ability to create unique onboarding flows. These are just some of the tools and solutions offered through the Client Cabinet.

Your System, Your Rules

FX Back Office’s CRM and other back office systems, along with the Client Cabinet, are all fully customizable. The company’s developers will work with you to create bespoke solutions to your businesses needs.

These unique, tailored CRM and back office tools are changing the way traders and brokerages do business. Together they offer unrivalled control over networks, data and more.