One of the largest fails within the Forex industry is having a Client Cabinet or Client Area which is overly-complicated, full of excess information, and difficult to use.
Your Client Cabinet can be the make or break of your business – it is the backbone of your success, something which your clients use on a daily basis, and therefor needs to portray the professionalism, reliability, and outstanding service level your company provides. For a large majority of clients, using your Client Cabinet is the most interaction they will have with your brokerage, and for that reason, it needs to be perfect.
There isn't a single existing Client Cabinet that we haven't seen – whether it be provided by our smaller competitors, or developed by the FX broker themselves, we have fully registered and tested each and every broker's Client Cabinet inside and out, and we've been doing it for ten years. We know all the pitfalls and all the positive's that make for the perfect Client Cabinet (not to mention we've developed a number of Client Cabinets ourselves when we were working in different brokerages), so rest assured that when your clients set eyes on our Client Cabinet, there will be no need for them to look elsewhere.
Built in call to actions, Instant notifications about clients actions, Built in Automatic e mails throughout, easy access to all nessesary data and reports.
variaty of different onboarding flows, registration process including full KYC, questionnaire and appropriateness test, automated scorings with different outcomes.
straignt forward and user friendly interface, Live chat implementation functionality, Connection to IB accounts, campaigns, referrals, link creation tool, banners and statistics + more.
See yourself how some of your everyday routines can be handled by BrokerTools’ forex Back Office.
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