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Broker's CRM

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Match-Trade Technologies is a fully integrated US forex and crypto technology provider that provides turnkey matching solutions including ultra-fast market data feed and liquidity for cryptocurrencies. Match-Trade offers aspiring brokers a one-stop MT4/ MT5 White Label solution with a client office and connection to the best liquidity providers through the MT4/ MT5 bridge. Match-Trade combines the…

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Since its founding in 2014 in the UK, HaveTrade Software Solutions LTD. has created innovative products and solutions for FX brokerage firms. Serving over 70 businesses and individuals, they have set industry standards. The company…

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4.0
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TradeSmarter is an experienced player on the financial technologies market. The company provides customizable platforms and tools, which help its customers to establish new brokerage firms. Regulation: CySEC Clients: Institutional and individual clients. US Clients: Not…

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Panda Trading Systems provides advanced trading solutions for the brokerage industry. The company’s main focus is systems integration including an MT4 client terminal, native apps, and a Panda trading platform.

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  • icon Cyprus

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TradeToolsFX creates technological solution for the Forex market. The solutions can be used by the Forex-related companies and representatives including brokerage firms and financial institutions. At first, the company was solely Forex oriented, however, in…

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Meta FX Solution is a Forex solutions provider for brokers. The company’s services are suitable for those who want to establish a new brokerage firm or those who are looking for value-added features for their…

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Apexum is an expert in integrating brokerage solutions that include a full set of services aimed at successful brokerage creation.

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  • icon United States

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Sanfrix specializes on providing complex financial solutions for Crypto and Forex brokerages.

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  • icon United States
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Archer CTS is a group of Forex experts that provides complex trading solutions for Forex brokers. The company assists on all the levels of brokerage creation. This includes dealing with regulations, payments systems, banking solutions,…

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Broker CRMs


We all know that poor CRM software can ruin a business broker and as they struggle to meet the demands of their consumers, so, brokerage shall flounder. Moreover, it is quite difficult to find the most suitable provider for a broker. However, listings like Finarm will be great for you.

 

Choosing the best provider for business brokers

Our extensive experience has shown how critical software can be for business brokers. Whether it be processing transactions, tracking and assessing leads, IB administration, compliance, sales, or marketing (for example, email marketing), we have purposefully created a service that streamlines the collaboration between business brokers and providers.

Finarm is a universal aggregator to find and contact the most suitable provider among top services.

 

Key advantages of using Finarm listing for the business broker

Here are the key advantages that Finarm can provide to you as a business broker. Take a look at them:

  • The latest information. Listings do the hard work for you: its objective research keeps you up to date with the latest offerings from reliable providers.
  • Quick and effective. Use our searching tools, find and contact the most suitable provider for you in a flash.
  • Great customer support. Finarm supports its consumers. So, you can contact us and drop us a line. Our team is ready to help you with everything regarding finding providers for your business brokerage.

 

Business Brokers and CRMs: everything you should keep in mind

A fast-paced financial sphere requires a robust CRM ecosystem for business brokers that can control multiple tasks 24/7. You have to serve your buyer in a flash and efficiently. So, they can contact you and get assistance. Your business should be transparent if you want to build a loyal community for the business broker.

A top business broker CRM software will integrate with all the moving parts of a brokerage. It should become the central point of focus of your CRM ecosystem. That is why it is vital to build a CRM software that is highly integrable and connects seamlessly with the white label MT4 platform, traders’ room, and PSPs.

With the new CRM system, you can meet the demands of your clients early, right where the action takes place, which keeps them in the loop and trading on the platform.

Consequently, a functional CRM system will increase revenue, boost your sales and save time for your employees.

Additionally, a CRM system for Forex or crypto business brokers should make light work of IB’s and the wider affiliate network. To have full control over your business brokerage, you must be able to decipher how many leads are inbound and where they sit in the onboarding process. More significantly, a snapshot of how much commission is owed to partners must be readily available at a moment’s notice.

 

A Professional business broker CRM system

Here are just some of the vital functions a business broker CRM system must carry out as standard:

  • Managing sensitive data and all client communications.
  • Communication with clients should be straightforward with telephony and real-time email responders.
  • Confidently manage affiliates.
  • Provide customer acquisition metrics, sales, and marketing data.
  • API integrations with existing tools like MT4, traders’ room, and other 3rd party tools.
  • Web and mobile responsive.
  • Simplify workflow.
  • Cost-effective

Better still, their MT4 CRM is a white-label service which means it is 100% customizable. Clients will feel comfortable using a branded professional system. Yet, their products are flexible and would be able to fit into a current business model and complement existing processes if you operate a more seasoned business brokerage.

Our mission is to utilize professional-level tools to provide superior service to your business brokerage and in turn, your customers.

 

CRM for crypto and Forex business brokers

They create systems for forex and cryptocurrency business brokers, making a cost-efficient way of providing an excellent customer service experience to your clients.

In an industry where large financial transactions are a daily occurrence, tentative customer service has never been more important.

The software integrates with the trader’s room and PSPs. From there, you can control things like new customer applications, take care of compliance issues, contact your buyer, manage marketing or sales, and process financial transfers and deal. Your clients can choose from several PSPs to make a deal convenient and comfortable.

By creating a frictionless CRM system and providing an environment to fulfill all your client’s needs, it will increase your conversions and your bottom line.

 

In conclusion: Finarm for business brokers

Providers know that your business brokerage is complex, and nobody knows it better than you. That is why they make their CRM ecosystem customizable. Moreover, you will be able to integrate favorite third-party business tools in your service like accounting apps and software.

Finarm strives to give you, as a business broker, the best customer experience. Ultimately, our goal is to provide simplicity, and our team will always work closely with your business brokerage to ensure their products make your life easier.

So, contact us, and we are always here to help business brokers and find a solution.