What to look for when you choose the best forex CRM for your fx brokerage A CRM (customer relationship management) tool is a key part of a forex broker’s business. Forex CRM software enables fx brokerages to offer clients excellent customer service and manage IBs and other partners. The best CRMs for forex brokers are more like a complete broker management system, including back office tools, partner portals, and a traders’ room. We’re a little biased towards our own software, CurrentBusiness, but no matter what FX CRM you choose, make… read more →
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 →
With an increase in the sophistication of traders and growing demand for a wider range of trading products and trading platform, brokers have been adding trading systems to their offerings. As a result operations teams are finding it more challenging to run the business and require additional staff to meet demand. Managing multiple platforms and even multiple servers of the same brand means middle office and back office need to run a larger variety of reports and keep track of more diverse data in order to keep track of the… read more →
