Increase your conversion rate and streamline your business processes by automating your onboarding and payment procedures in one convenient platform.

FinzPoint introduces the Client Office application, also known as Trader's Room, which now includes a CRM feature specifically designed to assist forex brokers in managing all client and IB activities efficiently. With this Forex CRM app, you can reduce operational costs by automating critical business operations.

Our CRM system is highly customizable to meet your brokerage's unique needs and requirements. Whether you need to integrate different payment gateways or make custom changes to add specific functionalities, our platform can be tailored to suit your preferences.

FinzPoint Trader's Room is a user-friendly web portal created with both you and your traders in mind. Through secure logins, you and your clients gain access to a plethora of features, including new account registration, electronic deposits, system language management, and live chat. The system offers a wide range of functions that can best be appreciated through firsthand experience.

Key Benefits of Our Client Office Forex CRM:

1. Automation to Drive Business Growth:

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   Utilize the Client Office Forex CRM to optimize your sales and onboarding processes. Track lead flow and convert more leads into active investors.

2. Expand Your Business Network with IBs/Partners/Affiliates:

  Empower your business partners and representatives with our Multi-Account Management solutions. Build a network of Introducing Brokers (IBs), Regional Partners, and Affiliates to expand your reach.

3. Efficient Management of Client Accounts:

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   Allow clients to open new demo or live accounts seamlessly. They can also transfer funds between accounts, make deposits, and request withdrawals with ease.

4. Dedicated IB/Affiliate Office:

  Enable traders to earn commissions by becoming Introducing Brokers (IBs) or Affiliates, helping you expand your partner network, increase platform traffic, and grow your business.

5. Seamless Payment Integration:

  Our Client Office Forex CRM seamlessly integrates with major payment service providers (PSPs). With successful integration and extensive testing, you gain access to 300 different PSPs and over 1000 various payment methods.

6. Stay Updated on Client Activities:

  Never miss a client's request or important action. The Client Office will send email notifications whenever an action that requires your attention occurs, ensuring efficient communication and response.

At FinzPoint, we are committed to providing you with advanced tools and features to enhance your brokerage operations. By leveraging our Client Office Forex CRM, you can streamline your processes, maximize efficiency, and improve overall client satisfaction.