How Does Your Brand Benefit from a CRM system ?

The primary goal of each institutional client is to have the largest possible base of active customers. To obtain that, they work on building traffic to their platform and converting leads into customers.

Fortex CRM system helps institutional clients with customer relationship management, lead generation, team management, and more. CRM system allows for managing interactions with clients smoothly. It has proven its worth in improving customer services, increasing sales, and optimizing marketing strategies by storing customer information. It also helps streamline business processes and provides analytics for data-driven business decisions.

With our CRM, brokers can simply:

Convert your Leads into Customers

  • Build and closely monitor the sales pipeline
  • Qualify leads through different stages
  • Trace every sales activity (calls, emails, campaigns, meetings and visits)
  • Develop and nurture long-term relationships with customers.

Optimize management

  • Improve customer service and reduce costs
  • Plan projects and allocate resources efficiently
  • Optimize sales processes
  • Manage time optimally for each transaction task

Vast Marketing Capabilities

  • Maximize the ROI of marketing campaigns
  • Find leads through marketing campaigns and advertising
  • Manage and optimize your email system to target and convert each lead

Advanced Automation

  • automatically analyze clients' activity and generate reports
  • manage leads with ease
  • automate to follow up the workflow and save time
  • follow up on social and mobile features

Compliance Ready

  • Track KYC and verify integration
  • Monitor AML and carry out compliance activities
  • Monitor clients' trading activities, manage transactions
  • More functions:

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    About Fortex
    Founded in 1997, Fortex Technologies aims to revolutionize trading with its powerful, neutral, multi-asset trading platform focused on the FX, equities. Fortex’s XForce solution, ECN, MT4/5 bridges, infrastructure hosting, and more are used by regional banks, hedge funds, asset managers, broker-dealers, and professional traders around the world to enhance liquidity access, improve execution workflows and support sophisticated trading strategies.