Explore the Advantages and Features of AltimaCRM: A Leading-edge Solution for Modern Forex Brokerage

FinanceFeeds Editorial Team

In the ever-evolving world of forex trading, strong customer relationships are pivotal. Meet AltimaCRM, a cutting-edge CRM solution making significant waves in the 2023 forex industry.

This year, the forex landscape has presented unprecedented challenges, prompting an urgent need for operational efficiency and enhanced marketing strategies. AltimaCRM rises to the occasion, designed to cater to the dynamic needs of brokers.

In a sector known for its technological advancements, CRM technology plays a pivotal role. However, not all CRMs are created equal. AltimaCRM emerges as an industry-leading solution with unparalleled capabilities.

Harnessing the Potential of AltimaCRM

Brokers rely on CRMs for essential utilities that can make or break their operations. Drawing from over 15 years of experience, AltimaCRM is the trusted choice. Notably, it recently integrated with Leverate’s Sirix Trader, expanding its capabilities.

AltimaCRM simplifies various aspects of brokers’ businesses, enhancing sales strategies through automated data monitoring and tracking. Its standout feature is its ability to seamlessly integrate with any interface, streamlining operations and boosting marketing strategies, ultimately leading to cost savings and improved sales figures.

Key Features and Benefits of AltimaCRM

AltimaCRM isn’t just a tool for brokers; it’s a comprehensive marketing and data platform. Forex brokers can leverage its multi-level IB management, flexible reporting, and automated KYC and compliance for profit and scalability.

Multi-Level IB Functionality: Optimize IB recruitment and revenue generation with multi-tier campaign measurement.

Integrated Dashboard: Gain a comprehensive overview of operational processes and real-time data on accounts, deposits, and leads, eliminating data silos.

Sales Pipeline Management: Enhance lead conversion processes by tracking clients through the sales funnel.

Omni-Channel Marketing: Automate multi-channel marketing strategies for refined data and real-time updates.

Automated KYC and Compliance: Streamline compliance processes and speed up client onboarding with Google Cloud Vision Services.

Customized Reporting: Extract insights from various operation elements to generate charts, documents, and sales trends.

VoIP and Chat Capabilities: Use VoIP for direct communication with clients and the Chat App for rapid agent-client communication.

The Future of Forex CRM Technology

In the lead-up to 2024, brokers face numerous complex decisions. Choosing a top-tier CRM should not be one of them. AltimaCRM can serve as a strategic partner for any forex brokerage, enhancing operational flow and revenue.

For a firsthand look at AltimaCRM’s capabilities, schedule a demo by visiting the following link.

About Intivion Technologies

With over 15 years of experience, Intivion Technologies offers bespoke technology solutions and forex CRM capabilities for brokers. Their flagship products, AltimaCRM and AltimaIB, serve as agile tool suites for broker operations, while they have also developed large-scale CMS websites that bridge FX CRM systems and MT4 trading platforms.

Read this next

Retail FX

Revolut eyes Big Four auditor as board frustrated by BDO remarks

British fintech firm Revolut is reportedly considering a change in its auditing firm following a warning in its last annual accounts, as audited by BDO.

Institutional FX

Börse Group’s 360T taps Virtu for TCA and trading analytics

Virtu Financial and Deutsche Börse Group’s FX platform, 360T, have teamed up to improve the foreign exchange trading experience for their clients.

Digital Assets

Bybit Surpasses 20 Million Users Milestone Ahead of 5-Year Anniversary

Celebrating its 5th anniversary in December of this year, Bybit announced that it has surpassed 20 million registered users, highlighting its growth and position in the industry.

Digital Assets

Changpeng Zhao leaves Binance.US as SEC ramps up scrutiny

Changpeng ‘CZ’ Zhao has resigned from his position as chairman of the board for Binance.US, distancing himself from the governance of the American division of the cryptocurrency exchange.

Digital Assets

M2 granted full license to operate multilateral trading facility in UAE

Cryptocurrency exchange M2 has been approved as a fully regulated Multilateral Trading Facility (MTF) and custodian, now authorized to engage with UAE retail and institutional clients.

Digital Assets

Court approves Voyager’s $1.65 billion settlement with FTC

A New York federal judge has given the nod to a settlement that holds Voyager Digital and its former CEO, Stephen Ehrlich, accountable for misleading investors about the safety of their funds.

Retail FX

Financial Safety First: Why Regulated Brokers Are Your Best Compass

Picture yourself on the brink of the expansive financial trading universe, poised and ready to jump. But what ensures your descent into this financial abyss is controlled and secure? The unspoken hero here is regulation. It serves as a safeguard, setting rules and standards that help you navigate the market with a greater sense of security and less risk of unforeseen losses.

Industry News

Obituary: Campbell Adams, founder of ParFX and Pure Digital, passes away

Campbell Adams’ pioneering spirit and his contributions to the development of the FX industry as well as the digital asset trading space will be remembered and valued by industry peers and the broader financial community.

Inside View

Will Europe lead the way in crypto derivatives market structure?

The envisioned future market structure aims to provide direct access to regulated venues, offering 24/7 trading, lower initial margin requirements, and efficient risk management through remote custody agreements. This model is not just about addressing the current challenges but is also geared towards leveraging the best practices from the crypto markets.