[free] how to build the CRM customer management system of MT4 and MT5 foreign exchange platforms_ Consult

With the rapid development of economy, the foreign exchange market has ushered in a new round of climax, especially the rise of mobile payment network, which has made earth shaking changes in our foreign exchange trading methods. Tiante financial technology aims at the CRM management system of securities companies, focusing on providing a high-quality customer management service platform for the majority of securities companies, and also providing a better communication mode for the majority of foreign exchange investors.

At this stage, most of the MT4 and mt5/mt5crm platforms used by foreign exchange securities companies are provided by technical service companies. From the current development point of view, because Tiante financial technology has a huge customer system and rich technical service experience, it has a good reputation in the management and maintenance of the background system. Especially at present, Tiante financial technology aims at the upgrading technology of CRM system, which not only makes it quickly enter the technical field of MT4 and mt5/mt5crm platforms, but also has a lot of technical accumulation in gold and foreign exchange trading plug-ins. Whether from the technical separation of permissions to the clear data reports of the background management system, users can enjoy a different system experience in the process of use.

Every exchange and broker needs a fully functional and powerful background management system for timely understanding of customer dynamics, dealing with capital settlement and timely risk control and hedging. After market research and investigation, Tiante financial technology has developed a fully functional background management system, which integrates CRM customer management system, settlement rebate system, reporting system and risk control system. Different permissions are assigned to brokers / exchanges, IB agents, ordinary traders and other relevant personnel to meet the functional needs of different participants in the system.

·Permission management: permission control management is very detailed, and different operation permissions can be assigned to member units, finance, traders, etc.

·Report system: Based on the needs of domestic brokers for reports, you can view all the detailed reports you want.

·Multi level agent rebate system: it supports three rebate methods, including rebate according to team proportion, level proportion and algebra. Different member companies can set different rebate methods, and support daily rebate and rebate according to other time periods.

·Settlement system: it supports daily debt free and debt free settlement, as well as real-time settlement and monthly settlement.

·System re settlement mechanism: if any human error occurs in the settlement process, re settlement can be carried out to clear the account documents.

·Real time monitoring: it can monitor the positions and profits and losses of customers, comprehensive meetings and special meetings in real time.

·Support for multiple transaction modes: support the simultaneous transaction settlement of ordinary foreign exchange, precious metals, indexes and options.

To sum up, the CRM customer management system of MT4 and MT5 foreign exchange platforms can be built from three aspects: customer profitability, satisfaction and loyalty.

1. Improve customer satisfaction

Improving customer satisfaction is the direct purpose of MT4 and mt5crm. By improving customer satisfaction, customers can be stimulated to place orders and further improve their profitability. We provide customers with very meticulous services, including order placing, deposit and withdrawal, and after-sales service. MT4 and MT5 platforms build CRM, which adopts a rapid response mechanism to shorten the waiting time for customers to place an order, provide a friendly trading environment, let customers experience the feeling of "one-on-one" service, and be able to query the order situation, order execution and financial situation in time. At the same time, it provides customers with one-stop after-sales service, timely handle customer complaints, and effectively and quickly track them.

2. Enhance customer loyalty

Satisfaction does not mean high loyalty, so brokers cannot relax their pursuit of customer loyalty. In the process of profitable trading when customers place orders, brokers can care about details according to the data retained by customers, improve customers' awareness of the platform, and CRM can enhance customers' sense of participation according to some concessions and points activities, so as to truly mobilize customers' awareness of initiative, so as to improve their interest in the trading platform and truly retain customers.

3. Improve the profitability of customers

Generally speaking, only by paying attention to customers with high profitability can we create more profits for the platform. Therefore, CRM first pays attention to the profitability of a customer, counts the profit contribution of customers through historical transactions, and carries out hierarchical management according to the contribution. MT4 and MT5 platforms take different ways of commission return to intensify these customers' more order transactions, attract more transaction users to participate in, and enhance market expansion ability.