Service hotline:Telegram @phpnbnb
Today, let's introduce the basic knowledge about foreign exchange CRM system
The full name of CRM is customer relationship management system, that is, customer relationship management system. Its function is to conduct intensive and efficient management and interaction in the whole process of customer transactions, which is of great significance to improve the profitability of enterprises and customer satisfaction.
Although some CRM systems have certain versatility, because most industries have their unique business scenarios and differentiated business models, some CRM systems in vertical professional fields have been derived, such as financial CRM and even the foreign exchange CRM system we are going to share today.
The so-called foreign exchange CRM system is the customer relationship management system for business management and development of foreign exchange brokers. It mainly involves two levels: CRM management background and CRM user foreground. The business scenarios involved mainly include customer management, transaction management, fund management, agency and rebate management.
Since most foreign exchange, precious metals and other brokers use mt4/mt5 of Medak metaquotes of Russia as the trading platform, the foreign exchange CRM system usually needs to be highly compatible with it, which is also the main aspect that foreign exchange CRM is different from other general CRM.
Metatrader4/5 platform has become a global popular, rapid and stable retail solution because of its low requirements for client computer resources. At the same time, it is also the preferred trading platform for mainstream brokers. Therefore, the foreign exchange CRM system adapted to mt4/mt5 platform is a highly standardized system, and different foreign exchange brokers can quickly access, test and officially use it.
The CRM system developed by Tiante technology is a customized CRM system for foreign exchange brokers, which is conducive to the full process information management and efficient operation of customers, agents, sales, customer service, administrators and other roles, and greatly reduces the operating costs of securities companies. Its characteristics are as follows:
Professional foreign exchange CRM system: it is perfectly connected with midak, compatible with MT4 and MT5 platforms, and supports rapid access testing and rapid use.
Exclusive cloud server resources: financial customers have higher standards and requirements for data security and server deployment, and provide customers with CRM privatization deployment and exclusive cloud server resources.
Multiple deposit and withdrawal methods: support a variety of deposit and withdrawal methods such as third-party payment and virtual digital currency (such as usdt).
Perfect report system: provide full stack report management system such as fund report, transaction report and commission return report.
Flexible agent rebate mechanism: unlimited agent levels, multi-level agents can be customized; Support a variety of rebate scenarios, such as cash rebate, transaction rebate and handling fee rebate.
High configuration CRM service: rebate system, unlimited number of accounts; Customize and update to ensure that customers maintain the latest CRM experience and vitality without any additional costs.
Tiante technology is customized for you
CRM system development customization
PAM multi account management system rental, manage order
One stop management, first-hand resources
The interface is clear and beautiful, and the system is stable and does not drop the line
11
2022-08The foreign exchange sales market has entered China since the millennium. From the beginning, many platform providers have sprung up.
DETAILS2022-08-1112
2022-08For broker customers using MT4, MT5 or MT5, FX blue labs can provide a package of useful and commonly used chart indicators.
DETAILS2022-08-1203
2022-08In your usual foreign exchange transactions, there are often some transaction requirements, and you must rely on third-party software to assist in processing.
DETAILS2022-08-0307
2022-08The basic theory of portfolio has been well known for a long time. According to the diversified and reasonable layout in multiple directions
DETAILS2022-08-0731
2022-07MT4 and MT5 multi account merchandising system is the best mixed development merchandising system software in the world. It is suitable for brokers of all MT4 and MT5 market software
DETAILS2022-07-3105
2022-08With the rapid development of economy, the foreign exchange market has ushered in a new round of climax, especially the rise of mobile payment network
DETAILS2022-08-0501
2022-08Foreign exchange website construction + tripartite payment interface +mt4, MT5 docking find MT4, MT5 platform builders of Tiante financial technology!
DETAILS2022-08-0116
2022-08MT4 and MT5 are online trading platforms specially designed for financial intermediaries. Through it, you can carry out your own financial intermediary business and provide convenien
DETAILS2022-08-1606
2022-08It has to be said that the development of foreign exchange market economy is more and more rapid nowadays.
DETAILS2022-08-0608
2022-08MT4 and MT5 should be familiar to many people who are keen on research investment. Its foreign exchange platform is very powerful, which can bring benefits to many investors. For investors, interest is obviously the biggest temptation, so this is one of the reasons why MT4 and MT5 rental are popular. What are its advantages? Let's analyze and introduce them in detail!
DETAILS2022-08-08
Keywords on this site:Main label application White label construction for novices Main label construction MT4 construction process How to build MT4 MT5 Unable to sub-index
Friendly links:MT4 platform builder MT4 rental MT4 system construction Forex platform construction Forex liquidity Traderknows