In the dynamic world of forex trading, staying ahead of the curve is more than a technique – it's a requirement. One company that has understood this trend and the needs of its clients is Intivion, with the rollout of its game changing AltimaCRM.
The company has quickly emerged as an example of success for brokerages looking to develop their operations, recruit a worldwide client base, and maximize their potential. Furthermore, AltimaCRM boasts a powerful and innovative FX CRM system that more than just a tool, but the new standard for executing CRM correctly in the age of mass adoption.
Harnessing AltimaCRM's Power
The FX space is a results-oriented business, with experience measured as such. AltimaCRM proudly offers a team with over 60 years of combined experience in the FX industry, as well as a massive user base, and a global market footprint. In totality, these facts speak volumes about their unwavering commitment to providing cutting-edge FX solutions for brokers looking to stay ahead of the competition.
The AltimaCRM Advantage
AltimaCRM – Streamlining Operations and Marketing
Looking to the present, it is clear that a data-driven revolution has transformed FX marketing, in some cases seemingly overnight. To address this shifting landscape, AltimaCRM puts the full suite of its transformative tools within one’s grasp.
Their intuitive dashboard presents real-time data on accounts, deposits, new leads, and more. Rather than wrestling with data silos, everything managers need is simply a click away. This approach revolutionizes any growth strategy by delivering actionable insights effortlessly.
Get a Demo Today with AltimaCRM
AltimaCRM also simplifies multi-tier and multi-campaign measurement of IBs. This streamlined process means companies can recruit IBs more efficiently, bringing more partners into their programs. By managing their IB system with precision, managers can create an enticing platform for future IB partners. This visibility and activity boost their platform's prominence.
Converting Leads Efficiently and Optimize Sales Pipeline Management
Managing an FX sales pipeline is pivotal to success, and AltimaCRM offers an impeccable system for lead generation and conversion. With AltimaCRM, one can effortlessly track different clients, their positions in their funnel, and the most effective contact methods.
Empowering businesses thus becomes simplified and streamlined with a superior sales team strategy, optimization, and lead conversion process. Automated data monitoring and tracking allows for a revolution in sales strategy, refinement, and delivery.
Multi-Channel Marketing: Amplifying One’s Reach
FX marketing has never been easier than with AltimaCRM. The CRM’s cutting-edge technology offers brokers an all-in-one marketing and data platform, data streams from different marketing platforms filter into a single source of truth.
No matter which market, AltimaCRM's system collects data and enables managers to refine their approach via run A/B tests, continual real-time data updates, and visualization of one’s global network's impact, making it a truly international multi-channel forex marketing system.
Auto KYC and Compliance
In addition, AltimaCRM reconciles KYC and data verification processes, synchronizing with Google Cloud Vision Services to verify documents and streamline customer sign-ups. This automation spares employees the tedious onboarding processes, freeing up their time to focus on conversions.
CRM solutions also play a critical role in improving the whole client experience in an industry where customer happiness directly effects business performance. Brokers can anticipate clients' requirements and give timely, relevant information by keeping a thorough record of client interactions, preferences, and historical transactions.
This level of customization fosters trust and loyalty, establishing retail brokers as partners committed in the financial success of their clients.
As such, maximizing customer satisfaction and community support is paramount in the world of forex brokerages as customer loyalty is the bedrock of success. AltimaCRM introduces proven strategies to improve engagement and loyalty. Their system optimizes customer interaction for agents.
Chat App: Seamless Client Communication
AltimaCRM also enables rapid communication with registered clients through its Clientzone system. Agents can answer queries, provide assistance, and forward messages to customers' emails and WhatsApp accounts. Agents can efficiently manage multiple chat windows, boosting the number of clients they can assist simultaneously. This brokerage technology delivers an unparalleled customer experience, boosting client’s satisfaction while building loyalty.
VoIP: Efficient Communication
With a fully integrated VoIP system, agents can use AltimaCRM to call and communicate directly with customers. As such, it is possible to create an expansive caller system with a unique extension for every single agent. All calls can be recorded and transcribed, helping to refine forex brokerage's sales strategies over time.
The Future of Forex CRM is Now
In a world where results matter and time is at a premium, AltimaCRM can provide an invaluable role as a strategic partner. By empowering teams, streamlining operations, and boosting revenue. AltimaCRM can provide comprehensive solutions to any brokerage firm or startup.
Moving forward, an evolving FX landscape will necessitate even more out of brokers, not only with regards to innovation but of tools at their disposal. See what Intivion and AltimaCRM can do for your brokerage today.
