Top 5 Forex CRM Providers For Brokerages and Exchanges – Finextra

What is the core component that impacts the success of a brokerage company? Most business owners name trading platforms, payment providers, or licenses. Those ones are of much account as well; meanwhile, the vast majority of brokerage firms implement one and the same solutions. As for distinctive factors, CRM systems come to the fore. Such a component influences both inner and outer processes.

What is a Forex CRM system? 

First and foremost, beginner business owners need to understand deeper what a Forex CRM system is and why top-rated companies take this component into account.

Such a solution plays the role of an advanced, high-end back office, empowering brokers to manage every process within a company. Such systems are in charge of broad networks of reports, and automate most of a company’s inner processes. Business owners distribute access to diverse processes, introducing diverse roles.

Furthermore, CRM systems are exceptionally important from the viewpoint of integration of third-party services like KYC providers, payment providers, etc. High-level solutions provide both traders and your staff with access to ultimate functionality, reports, statistics, etc.

No matter which business model is chosen, CRMs are equally important for both independent brokerage companies and White Label Forex brokers.

In the search of top-rated providers 

Your Forex business needs an advanced CRM system to boost your brokerage process, and business owners face a dilemma – which providers are the best to deal with. With tens of products, the market is fiercely competitive; meanwhile, the industry knows its heroes.

Here is the list of the top-5 providers that offer next-level CRM systems:

#1.
B2Core

An innovative and eye-catching CRM system called B2Core aims to revolutionize the management of brokerage companies.

On top of high-level features for traders (convenient and functional UI, advanced statistics, reports) and managing staff (well-planned admin panel, constructors of registration, and KYC processes), this solution is compatible with a lot of outer services. For instance, business owners may integrate over 80 reliable payment providers. Implement the Sum-Sub WebSDK technology to automate your KYC verification. The system maintains integration with numerous 2FA settings and providers (Nexmo and Google are available by default). The full list of advantages is exceptionally broad.

What’s even more important for business traders, B2Core is a package solution; this is why you pay for what you use. Select the best package among Standard, Advanced, and Enterprise options and get a customized WL CRM solution that is ready to drive your business to new highs.

#2. Leverate 

Leverate is known as the premium provider of technologies for financial markets, and a Forex CRM solutionis among the products available for brokerage companies. The product is compatible with MT4 Client, Web Trader, and Mobile Trader. Traders may use one account for trading from three platforms.

LX CRM is built in the fullest correspondence with brokers’ needs and helps business owners to upgrade their performance with inbuilt or integrated marketing and automation tools. Such a product enables brokers to connect SMS services, affiliate systems, and other outer services to get a next-level system.

LX CRM is customized to your needs, offering a set of dashboards and widgets so that you could activate the mandatory settings to make your system as effective as possible.

#3. Finalto 

Finalto’s motto sounds like “next-level financial markets.” The company aims to provide business owners with eye-catching technologies.

Forex CRM software is among the products released by Finalto. Finalto 360 is a turnkey trading system that comprises 5 modules and 1 next-level platform. Brokers get a multi-asset platform available for both web and mobile devices.

Brokerage companies get the right to integrate multiple LPs, payment providers, and other outer services to provide traders with high-level technologies. The solution is available in two packages: Start-up and Enterprise. Furthermore, business owners may get this software through the White Label model.

#4. Syntellicore 

The Syntellicore FX CRM solution unites three components (trader’s room, back office, and rebate system).

According to the company representatives, this CRM system guarantees brokers the highest level of flexibility and customization, adjusted to the needs of a certain company. Business owners get a back office with a high-level customer and partner experience, a multi-tier rebate system, and a functional client’s area.

#5. CurrentDesk 

The CurrentDesk CRM system helps brokers automate inner processes and optimize sales and onboarding processes. The software enables a brokerage company to build a multi-level referral program, as the system is responsible for invoices and rewards. The product is compatible with MT4, MT5, and other top-rated trading platforms. This solution jumps your interaction with clients to a brand new level.

This is why business owners may compare conditions offered by different providers to understand which CRM system for Forex broker is the best solution. Take into account available features, integrations, prices, and other factors that can possibly impact your company’s success.

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