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Are you looking for technology and other services for your Forex Brokerage? iQinik is leading technology provider of Forex, binary options, stocks, CFDs and securities. We provide tailor made solution to start up and existing brokerage firms. Our MT4 and liquidity support services add values to our brand.
Years of Experience
Sq. Development Area
Million Fx Traders
Forex CRM Solution
CRMs for Businesses to Improve Client Engagement and Retention
Forex businesses require an efficient customer relationship management system that helps them acquire new customers, retain them, and keep track of their transactions on the platform. At iQinik, we will build a personalized and performant CRM that will be easy to use, integrate MT4/MT5 trading systems, and helps you grow your business effectively. The iQinik built RR has a different portal for administrations, clients, and IB activities to ensure the separation of management and visibility.
A single-window CRM can be used for sending and receiving notifications, creating and viewing client datasheets, managing client groups, keeping track of money deposits/withdrawals, and taking the intended actions smoothly.
iQinik CRM comes with all the required tools and technologies to automate customer management.
We build business intelligence-oriented dashboards for comprehensive visibility into every aspect of the company. Our designers and developers work together to build intuitive dashboards embedded with advanced functions that are easy to find. You can manage almost everything from the dashboard and access clients, brokers, and customers’ information
The CRM we build will have a hierarchical system to help your introducing brokers build a bespoke structure for their brokerage and efficiently manage every component. Effective management helps the IBs stay motivated and on-target to acquire new customers. Here, the IBs commissions add up automatically based on the admin interface configuration.
The iQinik brokerage CRM will ensure that your IBs and traders implement appropriate and personalized sales strategies to attract new leads and retain existing ones. Moreover, the CRM gives them ways and means to sell smartly while keeping track of their strategies, enabling them to make changes as required.
With iQinik CRM specially built for Forex businesses, you will find specific marketing channels and integrations. These additions will ensure an easy way to promote and advertise your solutions while giving you the perfect tools to track and convert your leads. With our CRM, you can create bespoke landing pages, creatives, and other marketing materials from a single platform, without having to write any form of code.
To improve your operational efficiency and management, the CRM will help you connect and interact with external and internal teams. This helps in the speedy processing of different operations, including registration, KYC, verification, depositing, withdrawing, etc. The interface you will engage with is smartly designed to ease your experience. Lastly, it can also help assign roles and track performances.
With the in-built support system for Forex businesses, you can always stay connected to your customers. Components like live chat, support ticket issuance, phone integration, email tracking, etc., help with precision-led customer support systems. Working with multiple support systems allows a business to pay attention to customer and client needs, which is important for every business.
The CRM we build for your business includes an in-built report generation system, which helps in efficient data analysis and inferences, leading to insightful actions. With state-of-the-art tools, you can generate visualizations of the data for easy understanding and analyze the same to track every little detail. Brokers can also access dedicated tools to build bespoke reports.
The iQinik CRM is nothing less than an all-in-one solution to create a harmonious team that is always connected with each other. We will add the required features to ensure effective collaboration of every team, which further helps create memorable experiences for the customers in terms of product provisioning, support, and overall management.
As a Forex CRM helps streamline the business processes and ensure that you are always in control of the activities and operations, it requires another set of functions to deliver these benefits.
The Role Management system gives managers and administrators the power to assign tasks to the workforce based on their hierarchical level. Efficient role management has the power to improve the collaboration and productivity of the team as you can keep track of their activities.
The ability to create dynamic reports with iQinik Forex CRM lets you track monthly, quarterly, and annual transaction records. You can also include the data from e-wallets and add the information available for IBs, traders, customers, and clients to create comprehensive yet selective parameters.
The integration of MT4 and MT5 trading platforms allows the users to trade with multiple accounts, in multiple currencies, and via multiple trading strategies. As a business owner, this benefits you in terms of providing better services to the customers. Plus, we design the entire CRM in an aesthetically pleasing manner that helps in ensuring engagement.
We have security experts to create highly secure CRM platforms enabling you and your customers to interact with the trading world with ease and a sense of security. We have systems to protect sensitive data and keep the financial data plus transactions confidential.
We have provided an in-built e-Wallet for every client. The wallets are secure and allow the clients to keep their funds meant for trading. These wallets make it easy to manage several functions and conduct transactions smoothly. They are also compatible with MT4 and MT5 trading platforms.
We have added different payment gateways in the CRM to help your clients and customers complete payments with the most comfortable methods. This helps improve the customer experience and ensures that you don’t lose them due to a lack of payment methods.
A good FX CRM helps brokers & IBs to work efficiently & improve business outcomes.
Our CRMs perform outstandingly & integrate marketing tools to automate business processes.
You can track the performance of brokers, clients, strategies & marketing channels & modify their functioning.
Assign & allocate tasks, give permissions and provide protection according to the user and its functionality.
Powerful Trading platform
Suitable for iOS & Android Mobile
Top-notch UX/UI Design for your brand
Manage your clients Properly
Getting the best PSP Connections
Support & help your business grow
An impenetrable security layer.
CopyTrading, Liquidity, Cyber Security
"iQinik" is an independent Technology Provider company which only provide technology and corporate business services.iQinik does not offer any monetary services and neither hold or accept any part of the public payments. iQinik is neither a broker nor liquidity provider.
iQinik's client such as broker, bank, or any financial institute or any entity to whom we provided technology is sole responsible for all regulatory, legal and compliance issues and activity. iQinik does not offer or represent investments, trading, speculation or any money involved businesses.
All trademarks, corporate names, logos, and other intellectual property are the sole property of their respective owners.The usage of a brand's logo does not suggest that the company is endorsing iQinik or that iQinik is endorsing the firm, nor does it necessarily imply that there is a business tie between the two.Every person or entity seeking to sign up for a service or product must go through a verification and screening procedure, which includes providing "Know Your Customer" (KYC) documents on behalf of the beneficiary or potential customer.
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