FX Back Office

FX Back Office is a key player when it comes to managing and streamlining your Forex brokerage services. With multi-year experience and a sophisticated back-office ecosystem, Forex Back Office software gives you all the tools to manage your platform more efficiently.

Created in 2007 by working closely with Forex brokerage firms, the CRM developer provides a variety of six solutions that give managers more control and transparency over their operations.

FXBO extends its Forex CRM capabilities to support a wide range of integrations, payment processors, and legal compliance services, allowing brokers to attract more investors and streamline their legal compliance efforts.

These offerings make FX BO a trusted partner for over 20 Forex brokerage companies, developing and customizing services that suit their clients.

FX Back Office CRM Services

FXBO offers a wide range of services that suit Forex brokerage firms, focusing on functionalities that boost flexibility, productivity, and control over business processes. 

These innovative solutions include Forex trading services and business-to-business relations for companies that want to improve their operations and performance in various industries. With customizable CRM SAAS features and over 300 integrations, FX Back Office offers six flagship technological solutions.

Back Office

The back office solution is a central point for Forex brokers, where client contact details are stored and accessible for the salesforce to access and communicate with them. With a wide range of categorization and automation, the BO solution reduces the need for internal team communication, which focuses on synergy and productivity.

This solution also allows managers to verify and track legal documentation, where customer details are registered according to applicable regulations and KYC compliance requirements.

Client Area

The client area is a core CRM feature where customer activities are registered, highlighting their interests and points of interaction, allowing business teams to create and offer the most suitable offers.

Brokers can set automated call-to-action functions and notifications to improve the visualization of their customer’s activities and experiences.

This includes the client onboarding to the trader room and other broker CRM functionalities that matter to every FX investor.

Mobile App

The dedicated mobile application focuses on convenience and facilitates accessibility from anywhere. The Forex Back Office app is available on iOS and Android operating systems and offers tools and features that are equal to those of desktop-based Forex CRM software.

FX brokers can customize the FXBO mobile application to offer the best trading experience, including traders’ room, order execution, and customer support.

Partner Area

The partner area is the interaction point between the Forex brokerage firms and introducing brokers or affiliates, providing an overview of partners’ activities and payment schemes.

FX brokers can manage and oversee multiple campaigns and automate daily processes in a centralized Forex CRM system, including IB referral bonuses, unique URLs, customizable commission programs, etc.

B2B CRM

B2B CRM allows brokers to improve their sales and after-sales activities, focusing on customer satisfaction and retention. This functionality includes automated communication styles and notifications according to clients’ activities.

Managers can initiate and observe various campaigns and product performances and track profits and losses from each department in one CRM for SAAS. 

Service Desk

The service desk is a customer service tool that allows FX brokers to better track and address inquiries. Users can create tickets and track updates on them, as well as add images and videos to improve resolution.

On the other hand, the support team can control priorities to resolve issues that require fast solutions or further inspection. All this through one CRM for Forex brokers with a bunch of customization and enhancement tools.

CRM Service Integrations

FX BO takes CRM SAAS software to the next level, with 327 integrations that improve operational efficiency and experience. Main integration points support Forex brokers in the following areas.

Payment Processors

The business broker CRM software is integrated with over 230 payment providers, offering brokers’ clients a wide range of payment methods, including fiat and crypto transactions and settlements.

The supported PSPs cover multiple markets and have different processing capabilities, focusing on low fees, quick transactions, and intuitive experience.

Trading Platforms

FX Back Office brokerage CRM is compatible with seven trading software: MT4, MT5, cTrader, MetaConnect, Dev Experts, X-Open Hub, and Condor.

Each system allows access to financial markets at different levels and instruments. Brokers can highly customize their MT4 CRM trading program to offer the most suitable instruments and meet customer expectations.

KYC Compliance

Brokers can register, store, and track users’ legal documentation required by regulatory authorities. With ten integrated KYC providers, FXBO ensures client data is safe and identification is more secure.

This functionality is aligned with the most modern practices in anti-money laundering and financial fraud, focusing on data protection and blocking suspicious transactions and accounts.

VoIP

The Voice over Internet Protocol is a key function for Forex broker CRM, allowing brokers to initiate communication with investors from all around the world at elevated security and performance.

FXBO integrates 14 VoIP providers that offer customizable voice communication at reduced fees and centralized storage capabilities that improve performance and transparency.

Additional Features

FX Back Office offers a bunch of additional tools and features that are key to creating the best Forex CRM, such as custom report generation, API credentials, financial tracker, and managed trading accounts.

Additionally, Forex brokerage firms can offer loyalty programs, improving customer satisfaction and retention rates. This is part of the after-sale service, including tier-based reward systems that are customizable according to business needs. Start rewarding the most loyal investors and increase retention levels with this tiered loyalty program.