Wikipedia defines a CRM as “a system for managing a company’s interactions with current and future customers. It often involves using technology to organize, automate and synchronize sales, marketing, customer service, and technical support.” Sounds great right? Organize, automate and synchronize… So why are many Forex brokers not only using a CRM to manage and keep track of their business, but also Excel spreadsheets, platform managers, cloud services and other software? Isn’t a CRM supposed to automate and synchronize everything? The truth is they don’t… But why not? CRM’s are… read more →
This release includes several new features, improvements and bug fixes. This is a free update for all CurrentBusiness license holders. Below is a list of notable and new features: NEW FEATURES Denied Client Request Note When denying a client request an associated note is now created with the reason for denial and the transaction number of the request that was denied. Remove Team Leaders You now have the ability to remove a team member from the Team Management edit popup. Branded Favicons Favicons have been implemented for all organizations. A… read more →
CurrentDesk is excited to announce that NETELLER has been integrated into CurrentBusiness. NETELLER is a globally recognized name in merchant services for the brokerage industry. They currently operate in over 200 countries as one of the largest independent money transfer companies in the world. NETELLER is also a member of the Financial Conduct Authority in the UK and maintain the highest standards with regards to anti-money laundering, fraud protection and security of funds. This integration allows clients to fund their account directly within the CurrentBusiness client portal without ever being… read more →
Here at CurrentDesk we are proud to introduce our real-time trade reconciliation and position monitoring solution called CurrentRisk. CurrentRisk was designed specifically to help brokers solve some of the major issues faced today within the Forex community. Here we will discuss a few of those issues and how CurrentRisk works to improve brokerages. Unwanted Exposure Due to Third-Party Technology Failures With the rapid growth of the retail broker marker there are often communication errors between trading platforms (frontend) and the aggregation tool (backend). These errors create unwanted exposure, which may… read more →
Here at CurrentDesk we are proud to introduce our platform independent broker management solution called CurrentBusiness. CurrentBusiness was designed specifically to help brokers solve some of the major issues faced today within the Forex community. Here we will discuss a few of those issues and how CurrentBusiness works to improve brokerages by helping them to streamline their processes. Platform Agnostic Software With an increase in trader sophistication and a growing demand for a wider range of trading products and platforms, brokers have started adding trading systems to their offerings. Managing… read more →
