Managing client relations for Forex brokers
Sophisticated MT5 Open Forex CRM for brokers includes back office, trader’s room, and
copy trading software for brokers. Having worked in the financial services market
for a long time, we do understand that for Forex brokers, time is money. That is why
we work fast but still set a high quality standard. We will boost your
business in just one day. That is how long it takes to integrate Forex
CRM with your Trading platform 4 or 5, or any other trading platform.
Control
your sales, improve your team's communication with traders and affiliates, keep
track of withdrawal requests, and help clients with technical issues. MT5 Open Forex
CRM will be branded in accordance with your corporate identity and fully customised
to suit the needs of your business.
The easier it is for clients to manage their trading accounts and personal data, the shorter will be their way from registration to deposit. The trader's room is designed in a manner that allows clients to quickly learn their way around and start trading.
The wallet is your non-trading account for depositing funds. You can distribute funds from the wallet to all your trading accounts and withdraw them back.
The wallet is designed to make it easier for you to manage your finances. This is especially true if you use more than one trading account. To deposit on each account separately through payment systems, and also not to withdraw funds from each account separately, you can exclusively use the wallet.
Take a look at all your clients and their trading activity. Take control of the deposits
and withdrawals, monitor KYC procedures, and launch your marketing activities.
Forex
back office is designed for quick management of the company's business processes.
Your employees will be able to closely follow your clients' activity:
This is the upper level of business management. Through the Forex admin back office, a broker can customize all aspects of MT5 Open Forex CRM: enable Payment System APIs, set up account types and trading platform integrations, manage their staff, and implement Introducing Broker rewards, among other things.
Our aim at MT5 Open is to support all the best practices on the market so you can quickly build your own business processes by selecting the best options for you.
Adding new payments methods.
Develop your IB network across the world: everyone will be happy to do business with you because generated IB reports transparently show data for each client, all calculations are automated, and all data is fully available in the partners' section of the website.
Your partners can get an overview of their clients' money from the reports or from the charts on the dashboard.
Bonuses
Excel reports
Your partners can get different Excel reports detailing their clients' trading volumes and other data important for their IB rewards. You can also change the generation frequency for different types of reports.
Promo
Your partners can attract new clients by using promo banners.
List of clients
Your partners can see all their clients, all trading details, their money, and their activity.
Dashboard with charts
Charts show monthly IB efficiency.
Partnership rewards
Your partners can see their rewards.
Sales module is a convenient client distribution and multifunctional sales management system for Forex brokers. This sales system was created with specific broker tasks in mind. It has a wide functionality and allows you to manage and analyse sales managers' performance separately and sales department performance in general.
Use charts and dashboards.
This feature helps the management to get a clear overview and then, at the end of the month, to estimate whether the business goals have been achieved or not.
Motivate your sales team by creating individual motivational programs.
We archive all client history, such as deposit/trade history, threads with the support team, old personal information like phone numbers, emails, addresses, documents, etc.
Quick calls
It lets the manager make a call right from the client list. This small but important feature allows the manager to work quicker, since they do not have to open a separate window for each client.
Archiving previous conversations
Any manager would appreciate tips on how to speak with clients and what to expect from them.
Deposit attempts
The system creates a task for the manager when a client attempts to make a deposit.
Managers can see all key marketing metrics like UTM, special offer, and registration page in the client profile. They are helpful in figuring out why the client is here and what to sell them.
Manually allocated bonuses
To make a successful sale right away, a manager should have certain freedom in their actions. For instance, the freedom to offer individual bonuses to certain clients to close deals more quickly.
Estimate of lead quality
Managers can flag promising leads and fake registrations. That way, it is easy to avoid spending too much time with a bad contact in the future.
Postponing tasks
It is rather difficult to keep all the tasks in mind. The managers can postpone some tasks if they do not have enough time to complete them right away, or they can plan future calls with the clients.
Planned deposits
This feature helps sales representatives to achieve their goals, and their management to get an estimate of their team's plans.
MT5 Open social trading platform MT5 combines the principles of PAMM, MAM, and Social Trading. It guarantees precise execution and reporting. The results of each transaction are split between investors up to a cent. It is possible to check different traders' performance through aggregated ratings.
Standard mode: the manager trades in a common account, while investors monitor the transactions and can see changes in their account balance.
The trader operates with their personal funds in their personal account, while transactions are copied to the accounts of investors.
As an administrator, you decide which mode of operation is best for your company.
Start with buying White Label MetaTrader 5.
MT5 Open —
your trusted White Label Forex brokerage provider.
We provide all services and work with A-book, B-Book, and hybrid models.
We also support MetaQuotes products.
