Enhancing Brokerage Efficiency with AltimaCRM

Jack R. Mitchell

Discover how AltimaCRM enhances KYC and data verification processes for forex brokers, streamlining operations and ensuring compliance.


In the forex industry, technology plays a pivotal role in facilitating Know Your Customer (KYC) processes and data verification for brokers. AltimaCRM, developed by Intivion Technologies, stands out as a leading solution in this regard, offering a suite of innovative tools designed to optimize brokerage operations and enhance efficiency.

AltimaCRM is specifically engineered to address the diverse needs of forex brokers, providing advanced automation capabilities to streamline lead conversion processes, operations, and overall workflow. Its intuitive interface and powerful features enable brokers to execute a wide range of marketing strategies while maintaining a robust and secure trading environment.

AltimaCRM empowers brokers to optimize lead conversion processes through advanced automation features. By leveraging innovative technologies, such as Google Cloud Vision Services, AltimaCRM accelerates compliance procedures and enhances data verification processes. The integration of Google Cloud Vision APIs enables image analysis for identity verification, ensuring a secure and efficient onboarding experience for traders.

AltimaCRM employs an advanced ranking system to ensure rigorous identity verification, incorporating both automated and manual workflows. Traders can interact with agents to submit additional proof of documents, providing an added layer of security against fraudulent activities. The automated verification system significantly reduces the workload for agents, enhancing operational efficiency while mitigating security risks.

AltimaCRM offers flexibility and interoperability by integrating with third-party KYC and data verification providers, such as Shufti Pro, Jumio, and Onfido. Its API architecture facilitates seamless integration, eliminating data silos and technology pain points. This interoperability allows brokers to leverage a diverse range of verification tools and technologies to meet their specific compliance requirements.

AltimaCRM’s Vision API capabilities provide essential functionalities, including image labeling, face detection, and text recognition. Through computer vision technology, the API accurately identifies and extracts information from images, enabling automated verification of names, addresses, and other key data. This technology enhances security and ensures consistency between provided information and extracted text.

AltimaCRM has emerged as a trusted solution for forex brokers seeking to streamline KYC and data verification processes. With its advanced automation features, rigorous identity verification protocols, and seamless integration capabilities, AltimaCRM offers a comprehensive solution to meet the evolving needs of the forex industry. Explore AltimaCRM today and elevate your brokerage management to new heights.

Intivion Technologies is a leading provider of advanced technology and CRM solutions for forex brokers. With over 16 years of industry experience, Intivion offers agile tool suites, including AltimaCRM and AltimaIB, to optimize brokerage operations. Intivion specializes in designing, developing, and implementing large-scale CMS websites, bridging forex CRM systems and MT4 trading platforms for enhanced efficiency and performance.

The subject matter and the content of this article are solely the views of the author. FinanceFeeds does not bear any legal responsibility for the content of this article and they do not reflect the viewpoint of FinanceFeeds or its editorial staff.

Read this next


BlockDAG Offering a Fresh Take on Meme Coin Development Amid Solana’s Challenges and Floki Inu’s Price Fluctuations With 30,000x ROI

Dive into how BlockDAG’s innovative presale, low-code platforms, and potential 30,000x ROI, outperform Solana’s technical hurdles and Floki Inu’s market predictions.


BlockDAG Excels With $2.2M In Miner Sales And Moonshot Teaser, Overshadowing Litecoin’s Rally And Dogwifhat’s Market Highs

Explore how BlockDAG’s $2 million Miner Sales & Moonshot Teaser eclipse the Litecoin price recovery and the Dogwifhat all-time high.


BlockDAG Leads Top 6 Cryptocurrencies to Buy in 2024 with a Potential Price Surge to $10 Leaving Cosmos, BNB, and Ethereum Behind

Discover the top six cryptocurrencies in 2024, including BDAG’s remarkable growth potential, BNB’s durability, Cosmos’ connectivity, and ETH’s eco-friendly advances.

Retail FX

Weekly Roundup: Prop firm arbitrarily accounts, Interactive Brokers’ CFDs in Japan

FX, Fintech and cryptocurrency markets have been bustling with activity over the past week, as is often the case. Keep yourself informed and ahead of the curve with a curated selection of crucial stories and developments that are most relevant to those engaged in the markets.


BlockDAG Redefines Crypto Mining as Presale Tops $18.5M, Outshining Ethereum ETF & Dogecoin Dynamics

The recent approval of the first Ethereum ETF in Hong Kong underscores a significant advancement in the cryptocurrency’s mainstream acceptance. While Ethereum continues to attract institutional attention, the Dogecoin price prediction suggests a possible resurgence, despite its current undervaluation from past highs.

Digital Assets

Bitcoin halving is done: ViaBTC mines historic block 840K

The Bitcoin network has confirmed its fourth-ever halving block, mined by the cryptocurrency pool ViaBTC, according to data from Blockchain.com. This significant event in the Bitcoin ecosystem reduced the mining reward by half, a deflationary measure occurring approximately every four years to control the issuance of new bitcoins and curb inflation.

Retail FX

True Forex Funds now offers Match-Trader and cTrader platforms

Proprietary trading firm True Forex Funds today announced the launch of Match-Trader, a multi-asset trading platform developed by California-based FX technology provider Match-Trade Technologies.

Retail FX

CySEC hits FXORO parent with €360,000 fine

The Cyprus Securities and Exchange Commission (CySEC) has fined MCA Intelifunds, trading as FXORO, a total of €360,000 for multiple violations of the Cypriot investment laws.  

Digital Assets

Binance’s CZ in good mood ahead of sentencing, says partner

Yi He, co-founder of cryptocurrency giant Binance, has shared a positive outlook on the legal situation of the exchange’s former CEO, Changpeng Zhao. Zhao is currently awaiting a sentencing hearing scheduled for April 30 in the United States.