Sales pipeline: Live & Demo Accounts, Leads, Data Import.
Incentivize Deposits. Promote New Offers. Implement Feedback-to-Action.
Validate Customer Details via KYC/AML tools or internally.
Provide Multi-Chanel Customer Support on an unprecedented level.
Assign jobs by Roles, Departments, Locations and more.
Implement various Marketing Strategies Inbound and Outbound.
Process Secure Payments via Multi-Channel Payment Aggregators.
With Advanced Reporting based on Sales and Trading Data.
The Lead journey will start from a registration page or a landing page
Will follow the set conditions to assign Bill to Jake, who is in an specific office, Time Zone, and speaks Bill’s Language
Will become the first point of contact, making sure Bill completes the investment.
Documents verification can be done manually or with help of third parties
Once the documents have been approved, the Custom Forex Backoffice will be used to assign tasks so that no time is wasted
Get in touch or create an account.
Now it's time for Bill to fund his account and start trading. We work with hundreds of processors including crypto PSPs.
Once in a while Andrea reviews the CRM and checks on the team progress.
For over 10 years we have been doing what we do best: deploying our customized Forex Trader's Room and other Brokerage Solutions that lead to success. Every deployment is different and accompanied by a generous personalized approach by your Dedicated Project manager and the Dev Team.
