CRM / Back Office
Our Client Area includes a Customer Relationship Management System that lets forex brokers allocate leads to sales and support agents to offer assistance.
Once signed up, IBs, traders and other types of users interact with brokerage agents: attending to technical issues and withdrawal requests. Our custom logic registers all lead or account history from inside the Client Area and informs agents in case any action is required to be taken on a certain task via a ticketing system.
View the performance history of clients and get access to a growing list of reports that assists firms with their risk management efforts. In addition, get a birds-eye view of the overall P&L of your brokerage as well as generate a variety of mandatory auditing reports that you may have for your regulated environment.
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