Forex Broker CRM
Forex CRM
At OpenForexBroker, our Customer Relationship Management (CRM) system is built specifically for financial firms committed to delivering a superior client experience. Designed to cater to startups, midsize businesses, and enterprises, our CRM provides tailored business management solutions to streamline operations.
Our CRM is fully customizable to align with your business model and existing processes, ensuring seamless optimization for your firm. It integrates effortlessly with MetaTrader 4 and MetaTrader 5 platforms, offering a sleek, user-friendly interface with advanced features.
At OpenForexBroker, we prioritize transparency—eliminating hidden costs and unexpected delays in customization and implementation. Our CRM is engineered to enhance efficiency, improve client engagement, and support the growth of your forex brokerage.
Forex CRM Client Portal
The OpenForexBroker Client Portal is a fully integrated, responsive web solution designed to seamlessly connect with our Forex CRM, payment systems, and trading networks. It provides traders with all the essential tools to manage their accounts effortlessly.
With this portal, clients can open and manage multiple trading accounts, process instant deposits and withdrawals, and submit withdrawal requests with ease. As a fully synchronized web-based solution, it enables traders to access their accounts anytime, anywhere, across all devices.
A robust, flexible, and user-friendly client portal plays a crucial role in building and maintaining trust between you and your clients. It enhances the customer experience from day one, increasing engagement and retention.
OpenForexBroker centralizes all essential business and regulatory processes into a secure, structured platform, ensuring smooth client onboarding and efficient request management—automatically directing inquiries to the appropriate departments for prompt resolution.
Key Features:
- Multi-Account Management: Open and manage multiple trading accounts effortlessly.
- Instant Transactions – Request deposits and withdrawals in real time.
- Seamless Integration – Fully integrated with a user-friendly web interface.
- 24/7 Accessibility – Access accounts anytime, anywhere, from any device
- Real-Time Synchronization – Ensures smooth data updates across all platforms.
- User-Friendly & Flexible – Designed for an intuitive and hassle-free experience.
- Enhanced Security – Keeps client data protected with advanced security measures.
Forex CRM IB Portal
Designed specifically for the forex industry, our Introducing Broker (IB) Management System simplifies and automates commission and rebate generation. With cutting-edge technology, you can create personalized multi-tier campaigns tailored to your business needs. Offer your clients a premium IB platform with real-time insights into their referred traders and earnings.
Key Features:
- Comprehensive Management Tools – Administrative and tracking tools for IBs and partners.
- Unlimited Tier Structure – Easily manage multi-tier affiliate commissions.
- Custom Branded IB Portal – Personalize campaigns with your branding.
- Sub-IB Tracking – Gain insights into referred IBs and their performance.
- Marketing Resources – Instant access to banners and tracking links.
- Real-Time Payout Updates – Instant notifications and a complete payout history.
- Client & Trading Insights – View referred clients' trading activity and financial reports.
Forex CRM Admin Panel
Managing a forex brokerage comes with its challenges, but the OpenForexBroker CRM Admin Panel simplifies daily operations with efficiency and precision. To deliver exceptional customer experiences and stay ahead of market demands, brokers need fast onboarding and a flexible back-office system.
With OpenForexBroker, you gain access to a powerful forex back-office—a fully customized account management platform designed specifically for forex brokers. Our system ensures secure data handling, seamless KYC processing, and easy trading platform integration. Additionally, it provides in-depth business intelligence and analytics, making it the perfect companion to our Trader’s Room.
Key Features:
- Fast Client Onboarding: Streamline registration and account setup.
- Automated KYC Processing: Secure and efficient compliance checks.
- User-Friendly Interface: Intuitive dashboard for seamless navigation.
- Highly Customizable: Tailor the platform to your specific business needs.
- Comprehensive Analytics: Gain insights into operations and customer behavior.
- Easy Third-Party Integration: Connect external tools effortlessly.
- Multi-Business Management: Handle multiple business types efficiently.
Key Features:
- Continuous Forex Leads: Generate a steady stream of potential clients.
- Strong Affiliate Connections: Build long-term partnerships.
- Increased Sales & Traffic: Drive more engagement and revenue.
- Optimized Marketing Strategies: Improve campaign efficiency.
- Global Market Access: Reach international trading audiences.
- Real-Time Performance Tracking: Monitor commissions, conversions, and earnings in real-time.
Forex CRM Affiliate System
The forex and CFD industry is increasingly recognizing the value of affiliate partnerships to drive growth. Online brokers actively seek strong affiliates and go the extra mile to collaborate with them effectively.
OpenForexBroker has developed a fully integrated affiliate network solution, designed to help brokers manage and optimize their affiliate partnerships seamlessly. With our platform, brokers can provide affiliates with a dedicated partner website, fully integrated into the affiliate network. Affiliates gain real-time access to detailed analytics, commissions, and performance metrics, including impressions, clicks, leads, conversions, CPA earnings, and more.
Features
Dynamic Reporting
Gain powerful insights with advanced reporting tools that generate valuable, configurable reports. Use interactive dashboards to track sales trends, risk and compliance, marketing performance, and more. Every report you need is seamlessly integrated into the OpenForexBroker CRM.
Seamless Integration with MT4 / MT5 & Other Trading Platforms:
OpenForexBroker CRM ensures two-way integration with MT4, MT5, and other trading platforms, incorporating the "single wallet" concept to unify customer profiles across multiple trading platforms and accounts. Access real-time trading data, including customer balances, transactions, and risk indicators. It also supports platforms like Trade Socio, Trade Smarter, and Brokeree.The system is integrated with other Trading Platforms, such as Trade Socio, Trade Smarter and Brokeree.
Regulatory Compliance & Risk Management
Implement advanced risk detection and compliance filtering tools to manage KYC processes and trader document verification. Control account opening procedures, generate compliance reports, and organize critical regulatory information effortlessly.
Customer / Account Management
Ensure an exceptional client experience with an intuitive customer management system that enhances support, fosters loyalty, and simplifies account handling.
Maintain Compliance
Control information flow and account opening procedures using advanced intelligent risk detection filtering tools. Control compliance documents uploaded from the Traders Room using Workflow Engine. Provide status reports, improve operations and organise information. Have it ready when required.
Marketing Automation
Use the OpenForexBroker Marketing Automation Module to send personalized email/SMS campaigns based on intelligent targeting criteria. Automate follow-ups with leads and clients to maximize engagement.
Multi-Tier IB System
Manage IB relationships with multi-tier, multi-campaign, and multi-scheme commission structures. The OpenForexBroker IB System seamlessly integrates into your CRM for simplified affiliate management. Data Security & Protection: Protect your most valuable asset—customer data—with state-of-the-art security measures. Choose between on-premise or cloud hosting for maximum protection. OpenForexBroker is ISO9001 & ISO27001 certified for data security compliance.
Information Security
Your customer information is your most valuable asset! You now have the option to keep critical customer data in a secure environment and with a trusted vendor within your premises or on our highest security hosted environment. Dynamic Works is certified with ISO9001 and ISO27001 for Information Security.
Automated KYC & AML Verification
Leverage AI-powered verification to automate KYC and AML compliance. The system verifies documents, identity, address, DOB, face recognition, and AML status within 30-60 seconds for a seamless onboarding process.
A single point from which the MetaTrader Server Group Settings are configured
Financial Institutions are now able to configure all their MetaTrader Server Group settings – keeping daily operations simple by consolidating the important parts of their business into one backend portal, OpenForexBroker. The smooth interaction between Group Management and Multi-tier Rebate Module leads to the ultimate flexibility and control over Account Opening and Multi-Tier Rebate structure.
Expandable and scalable CRM through the App Store
Dynamic Works has introduced a fully integrated and rich App Store. The App Store is powerful yet easy to use, providing the ability to the Broker to change or expand the entire system in no time.
MiFID II / MiFIR Reporting Compliance
Meet regulatory requirements effortlessly with MiFID II / MiFIR reporting tools, ensuring compliance with evolving financial regulations.
Ultra-Low Latency MetaTrader Terminal (SaaS Format)
Utilize DGM RemAPP, a SaaS-based MetaTrader Terminal with sub-1ms latency. Compatible with iOS, Android, Linux, Mac, and all browsers, it allows financial institutions to efficiently manage customer subscriptions while reducing costs.
Automated Sales Pool Management
Automatically assign customers to different sales and retention pools, improving workflow efficiency and streamlining client management.
Zendesk Tracking
OpenForexBroker is fully integrated with Zendesk, keeping all communication with potential and existing customers made through Zendesk Chat, consolidated into each customer’s record. The brokerage firm can analyse the history of communication with clients from all members of the team, be it by phone, chat, email and ticketing.
Real-Time Notifications
Stay on top of important client-related tasks with push notifications, ensuring immediate response to pending actions.
Campaign Management
Monitor lead performance, conversions, and marketing effectiveness. Automate event registrations, webinar sign-ups, and API-driven campaign tracking for maximum impact.
Comprehensive API Access
OpenForexBroker provides read/write API access, enabling seamless integration with third-party applications for enhanced customization and automation.