FX Back Office provides a CRM solution that meets even the most challenging demands of brokerage houses. With the aid of the FX Back Office solution, brokers gain the traction they need to focus more on attracting, converting and increasing customer lifetime value.
A complete CRM and back-office technology suite, Forex CRM is a professional solution developed for:
Better management of client profiles
Enhanced, timely reporting
KYC management and streamlined onboarding
IB and partner management with customised access protocol
EMIR and CySEC compliance reporting and trade processing
FX Back Office integration
Your clients will enjoy an intuitive interface allowing them to easily open an account, invest and withdraw funds.
FX Back Office helps you keep your clients engaged with push notifications.
Make sure you are fully CySEC compliant by filling out the questionnaire.
If you couldn’t manage multi-level partnership programmes, now you can. Access full referral lists with ease.
Operate in an ethical and transparent environment. FX Back Office CRM boasts features that will improve workflows and accelerate strategic decision making.
Harness a mobile and web-friendly solution which easily integrates with your MT4 and/or MT5 terminal(s).
Enhanced data protection protocols will keep your and your clients’ data protected at all times.
About FX Back Office
Established in 2007, FX Back Office was founded by a group of visionaries who believed they could propel the day-to-day operations of FX brokerage business. With an in-depth understanding of the needs and challenges of FX brokers, the FX Back Office team put their joint experience in dealing, support, sales, compliance and IT to good use and built a cutting-edge solution which is trusted by global FX providers worldwide.