Broker Migration Guide: How to Switch CRM Systems Without Disrupting Your Forex Brokerage
For forex brokers, a customer relationship management (CRM) platform is far more than a sales database.
forex CRM solutions
Broker CRM solutions provider FXBO upgrades its integration with cTrader
Now IBs can turn any trading product from cTrader Store into a traffic source, while brokers can keep clients engaged with one-click access.
Neptune FX CRM integrates with Brokeree Social Trading and PAMM solutions
Brokers can access CRM infrastructure alongside investment technologies within a unified ecosystem.
Markets CRM product updates include KYC verification, client emails, operational controls
Broker CRM solutions provider Markets CRM has announced a series of product updates, introducing capabilities that expand integration with external […]
Markets CRM enables contact center connectivity via Squaretalk integration
Through this integration, brokers using Markets CRM can connect their contact center operations with the CRM layer.
Markets CRM partners with Sumsub for native KYC and AML verification
The integration will be available to all Markets CRM clients in the upcoming release.
Markets CRM adds customizable KYC workflows, MT5 integration
MT5 accounts can be created and managed within the CRM via connected broker infrastructure.
Markets CRM integrates Paytiko to unify payment orchestration for brokers
This integration expands the Markets CRM ecosystem with infrastructure commonly used by modern FX and CFD brokers.
LogicTrader trading platform partners with Markets CRM
Markets CRM and LogicTrader will continue expanding their partnership as both platforms evolve.
Match-Trade teams with TeamForce CRM for brokers and prop firms
TeamForce provides a flexible system that handles the entire client journey from sign-ups and affiliate tracking to seamless communication.
