A complete Retail Forex Backoffice engineered for growth
Web-based portal built for you but designed specifically with your Traders in mind. Behind the secure login you and your clients will have access to thousands of features, from registering new accounts to electronic deposits to managing Trading Platform workflows.
On the Mission
Client Onboarding
Sales pipeline: Live & Demo Accounts, Leads, Data Import.
Retention and Growth
Incentivize Deposits. Promote New Offers. Implement Feedback-to-Action.
KYC
Validate Customer Details via KYC/AML tools or internally.
Quality Assurance
Provide Multi-Chanel Customer Support on unprecedented level.
Delegating
Assign jobs by Roles, Departments, Locations and more.
Marketing Solutions
Implement various Marketing Strategies Inbound and Outbound.
Deposits & Withdrawals
Process Secure Payments via Multi-Channel Payment Aggregators.
Analytics
With Advanced Reporting based on Sales and Trading Data.
The Lead journey will start from a registration page or a landing page
9:08 AM
The Clever AI
Will follow the set conditions to assign Bill to Jake, who is in an specific office, Time Zone, and speaks Bill’s Language
9:09 AM
Jake from Sales
Will become the first point of contact, making sure Bill completes the investment.
9:12 AM
KYC
Documents verification can be done manually or with help of third parties
9:20 AM
Delegating Responsibilities
Documents verification can be done manually or with help of third parties
Ready to get started?
Get in touch or create an account.
9:25 AM
Making a deposit
Now it's time for Bill to fund his account and start trading. We work with hundreds of processors including crypto PSPs.
ROOM
Retention and Growth
Complete set of tools to enable the development of Traders:
Multi-Level IBs
MAM/PAMM
CPA Affiliates
Bonus Systems
FOR
Quality Assurance
Explore All the Ways to Connect with your Clients:
Live Chat
Feedback Collection
Support Ticket System
Phone Systems Integration
GROWTH
Marketing Solutions
Where All of Your Marketing Tools Comes Together:
IB referrals
Landing Pages
Mass Email
Call Center
9:50 AM
Andrea is Jake’s boss
Once in a while Andrea reviews the CRM and checks on the team progress.
Customize your CRM and Traders Room with Kenmore Design
For over 10 years we have been doing what we do best: deploying Brokerage Solutions that lead to success. Every deployment is different and accompanied by generous personalized approach by your Dedicated Project manager and Dev Team.
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