In the October releases, we made many changes to the Forex CRM with Client Office and the Bridge Manager. Both of these solutions, together with our white label trading platform Match-Trader, are just what a startup Broker needs to begin its operations.
Interacting with traders in real time & finding the most active users
We added the current statuses of clients to the Clients and Leads tabs in the CRM. Active clients are marked with a green circle and non-logged-in ones with a red circle.
Importantly, we also added the last online time sorting. Based on the data, Brokers can manage the client and lead base, as they can check when their clients are the most active. That allows them to make informed decisions, including choosing the schedule for the support teams.
It can be downloaded in CSV format.
The same changes were introduced to the Clients / Leads tabs.
Streamlined KYC procedure
Before traders are able to use the white label trading platform Match-Trader, they first need to register and verify their data using the KYC software we provide. In the Profiles tab in the Client Office, traders can preview the uploaded KYC file and decide if they want to send or cancel it. If the file is a PDF, users can open it in a new browser tab.
Using the preview, traders can easily assess if the file is ready for uploading or if it needs some last-minute changes. What seems to be a slight modification can drastically improve the entire KYC process. From now on, traders will have a bigger chance of uploading the file that meets all the requirements right the first time.
Simplifying the user path
Depending on the settings (“Redirect” option), after creating the account, the user is redirected to the deposit view or to the KYC / Profile section. If the trading account has not been properly created, the user will be redirected to the general view.
It greatly supports the Broker’s team. The entire onboarding process gets much easier and more user-friendly for Brokers and their clients.
Traders can automatically be redirected to the deposit view and start trading. The Broker’s team spends less time instructing them on how to use the app and can proceed to talk with other clients.
Enhanced data analysis in the CRM
We added the possibility to download the System and Audit logs in CSV format. Consequently, Brokers can gather all the information they need to analyse and make educated decisions.
Streamlined management of Trading Accounts in the Forex CRM
For the roles: Admin, Branch Admin, and other roles with access to CRM, the Trading Accounts tab appeared. All the trading accounts are visible there. Users with the Admin and Branch Admin roles see this tab by default. For other roles, access to this tab can be enabled via Configuration / Roles Management.
Now, Brokers have a chance to see and manage all the information in one place. Brokers can make a deposit or withdrawal straight to multiple trading accounts from one place. This section makes it very easy to check the current number of trading accounts.
Filtering users based on their location or market
In the Actions / Trading Accounts tab, the “Branch” column has been added. It shows the branch in which the trading account is located.
The Branch is a group of clients gathered based on different criteria. The ability to filter the clients belonging to certain locations or markets allows Brokers to create directed offers or manage trading accounts in a specific way.
We added a new table “CRM users”, which contains the accounts with access to CRM (Admin, Branch Admin, flexible roles). It is available in the Configuration / Branches and Users tab.
Access to the data displayed in this table allows Brokers to manage their team’s activities from one place. Consequently, the entire process becomes much easier and more efficient.
Time settings based on the Brokers’ needs
We changed the time in the Forex CRM to GMT+00. Historical (pre-update) records remained unaffected. Because of this, the time zone matches the entire Broker’s setup – no matter its location.
Increasing the level of traders’ security
Wanting to even better secure the system, our developers made it possible to reset the two-factor authentication. It will be extremely important in case of a lost phone or other trouble that can occur.
Additionally, it is much easier to quickly reset the authentication and start using the Client Office on a new device.
Unified templates used to manage client and lead base in the CRM
We unified the template used for uploading leads and clients into the CRM. Consequently, Brokers no longer need to decide which template to use, as both are exactly the same. All leads imported to the Forex CRM already have a user account. It results in the user’s possibility to log in to the Client Office or Match-Trader just by clicking “Forgot password” or CRM user setting it for them.
The “Import as deposited client” button appeared in the client and lead import mode. By selecting it, the account being added will appear in the Clients tab. It is selected by default when importing clients and unchecked when importing leads.
The “Create as deposited client” option appeared in additional options in the Client tab. If an account is created via the Leads tab, it is unchecked.
Also, the “Convert to deposited Client” button has been added in the lead detail view, which converts the lead into a client (the time of becoming a client is the time the CRM user clicks the button).
In sum, all the introduced changes make managing the client and lead base much quicker. Usually, if Brokers want to import leads as clients, they need to manually add the deposit made by chosen clients. In our Forex CRM, they can save a lot of time by easily importing data in a chosen mode and managing the lead/client statuses that way.
Personalised mailing templates
In the e-mail templates set for operations and mass mailing, we added two new variables. These are
- ACCMGR_NAME – the name of the Account Manager assigned to the customer or lead to whom the e-mail is sent;
- ACCMGR_SURNAME – the surname of the Account Manager assigned to the customer or lead to whom the e-mail is sent.
Mailing being one of the particularly important ways of communication with traders, needs to be maximally personalised. For this reason, adding the chosen Account Manager (that the client or lead is already familiar with) makes recipients more likely to open and respond to the messages from a Broker.
Statistics in the Bridge Manager
We expanded the scope of the displayed information by adding new charts in the Statistics tab. Consequently, the graphs with a summary of the revenue on the A-Book, volume trends, client allocation trends, and trade trends, among others, will be displayed based on the selected time range. There is also a pie chart showing the open positions sorted per symbol.
Next to the charts, there are two tables with statistics for data per symbol. Brokers can use them to check exactly what their profit is and, based on that, decide to adjust the commissions or markups accordingly.
The Broker’s team has an even greater opportunity to customise the information that is displayed (including choosing between percentages and nominal values) and use it to increase profits.
Expanded e-mail notifications in the Bridge Manager
We have added the possibility of setting up automatic e-mails sent after exceeding a certain limit for exposure and profit or loss in USD and notifications sent in case of restarting and/or losing the bridge connection. Brokers have full control over the entire process. They can set the limit on their own by configuring notifications in the Risk Management tab.