21 st


Upgrade Your Brokerage Productivity with Cloud Forex Web/Mobile Client Cabinet

Web-based solutions are the key for any business these days. Same is the case with Forex Brokerage. To ease up the broker’s hassles and to make the process smooth for his clients, Cloud Forex’s dedicated Trader’s Room or Client Cabinet acts as a catalyst. It not only offers super convenience to the broker for administrative and sales processes but also smoothens the trading activities of the clients. Keeping broker and client’s necessities in mind, we have designed this Client Cabinet with distinct features that can help you improve your brokerage business productivity.

Let’s have a quick look at the features of Cloud Forex Client Cabinet :

  • Online Wallet
  • Payment Portal
  • Broker Hierarchy (Multilevel IBs)
  • Mobile Applications
  • Online Notifications
  • Multi-lingual Platform
  • Online Support

When you have such salient features in your Trader’s Room your brokerage productivity is bound to upgrade because you get:

1) Complete assistance for your clients

Our Client Cabinet will be one stop destination for all their activities including opening demo or live accounts, deposits or withdrawals, managing multiple accounts, changing of passwords, fund transfers between multiple accounts etc. Not only this, the client can be in touch with the support staff through the online support module. So, when you offer MT4 or MT5 platform to your client, at the same time you need to make their jobs easy by providing them with the best Forex CRM and Client Cabinet services.

2) Convenience for Broker’s sales and administrative team

When you give your clients the best experiences with your Client Cabinet, as a broker you will need to take care of your work flows so that your team’s work becomes easy. With our Client Cabinet integration with the sales CRM, your sales team can keep an eye on all the activities of your clients including his personal detail, data, trading activities, cash flow in his account etc. You team can quickly activate and deactivate accounts based on the verifications of client’s data. Based on this information you can plan your marketing activities to increase business from your existing and potential customers.

3) Integration with required platforms

When we provide a solution, we make sure that we provide a complete one and no open ends. Our Client Cabinet comes with a full integration with all the trading platforms required for the client. Generally, we integrate with MT4 and MT5 which are the most renowned trading platforms but can integrate other as well depending upon Broker’s need. Apart from the Client Cabinet, our CRM is focused to keep an eye on client’s data which broker’s team can use for marketing activities. Even we provide a secure payment platform to the clients which makes the deposits and withdrawals everyone’s cup of tea.

So, when you have such dramatic CRM and Client Cabinet, your business is bound to grow more. For more information, click on www.cloudforexcrm.com or skype us at https://join.skype.com/invite/PDjMZB2m6shc


You may also like

How to Use a Forex CRM to Improve Your Brokerage Efficiency

Every broker has a goal to improve his brokerage efficiency and that can be achieved only ...



Cloud Forex CRM Mobile App - The ease of managing the business on the go

By now, almost half of the world is connected through a technology called mobile, no need ...



How to Maximize Your Profits with a Forex CRM

The forex market welcomes all new and old business owners with open arms, but expenses or ...



The Benefits of Automating Your Forex Brokerage with a CRM

If you are already in the Foreign Exchange Market, you know that the number of new ...



How Can The Right Forex CRM Help Convert More Leads into Traders?

Being a Forex Broker, your main objective is to get a maximum number of active clients. ...



What Type of CRM do Forex Companies Need?

In the field of financial services, the digitization is increased and the growth is driven by ...



About Us

Cloud Forex CRM is a cloud based back office that nurtures your Forex Brokerage Business and give your clients a cutting edge solution to manage their trading activities.

Request A Free Demo
refresh captcha