In the October releases, we made many changes to our Forex CRM with Client Office and the Bridge Manager. Our developers and support teams always listen carefully to the suggestions made by our clients and optimise our solutions to better match their needs. As a Forex CRM provider, Match-Trade is always bettering the software to support Brokers in client management, sales, lead generation, and other essential aspects of the business that can be handled in the CRM.
Last online Clients & Leads – interacting with traders in real time
We added the current statuses of clients to the Clients and Leads tabs in the CRM. It makes interacting with them in-real-time possible. Currently, active clients are marked with a green circle and non-logged-in ones with a red circle.
Importantly, we also added the last online time sorting – this information can be downloaded in CSV format. Based on the data, Brokers can manage the client and lead base, as they can check when their clients are the most active. That allows them to make better decisions, including choosing the schedule for the support teams. The same changes were introduced to the Clients / Leads tabs.
Streamlined KYC in the Client Office
In the Profiles tab, traders can preview the uploaded KYC file and decide if they want to send or cancel it. The file is shown together with its name. If it is a PDF, users can open it in a new browser tab.
Using the preview, traders can easily assess if the file is ready for uploading or if it needs some last-minute changes. What seems to be a slight modification can drastically improve the entire KYC process. From now on, traders will have a bigger chance of uploading the file that meets all the requirements right the first time.
Automatic redirection to save time
Depending on the settings (“Redirect” option), after creating the account, the user is redirected to the deposit view or to the KYC / Profile section. If the trading account has not been properly created, the user will be redirected to the general view.
It greatly supports the Broker’s team. The entire onboarding process gets much easier and more user-friendly for both the Broker and their clients.
Traders can automatically be redirected to the deposit view and quickly start trading. The Broker’s team will spend less time teaching traders how to use the app and can proceed to talk with other clients.
Easier data analysis
In the Audit Log and System Log, we added the possibility to download the logs in CSV format. That way, Brokers can gather all the information they need to analyse it and make informed decisions.
Streamlined management of Trading Accounts in the Forex CRM
For the roles: Admin, Branch Admin, and other roles with access to CRM, the Trading Accounts tab appeared. All the trading accounts are visible there. Users with the Admin and Branch Admin roles see this tab by default. For other roles, access to this tab can be enabled via Configuration / Roles Management (resource name is “TRADING_ACCOUNT”).
The introduced change makes it possible to see and manage all the information in one place. Brokers can make a deposit or withdrawal straight to multiple trading accounts from one place. What’s worth mentioning is that in this tab, it is very easy to check the current number of trading accounts.
Improved management of different groups of clients
In the Actions / Trading Accounts tab, the “Branch” column has been added. Itshows the branch in which the trading account is located.
The Branch is a group of clients gathered based on different criteria. The ability to filter the clients belonging to certain locations or markets allows Brokers to create directed offers or manage trading accounts in a specific way.
A place to manage the Broker’s team activities
Accounts with access to CRM (Admin, Branch Admin, flexible roles) are now listed in the new “CRM Users” table. It is available in the Configuration / Branches and Users tab. Brokers can view an account in the same way as any other account.
The introduction of this change allows Brokers to manage their team’s activities from one place. Consequently, the entire process becomes much easier and more efficient.
Changes in the time settings made by the Forex CRM provider
In October, we changed the time in the Forex CRM to GMT+00. Historical (pre-update) records were not affected. Now, the time zone matches the entire Broker’s setup – no matter its location.
Next steps towards a higher level of security
We added the “Reset 2FA” button to the Accounts and Leads views. Wanting to even better secure the system, our developers made it possible to reset the two-factor authentication. It will be extremely important in case of a lost phone.
Additionally, it is much easier to quickly reset the authentication and start using the Client Office on a new device. Before, it was only possible to reset it for the users with access to the CRM.
Streamlined clients and leads management in the CRM
We unified the template used for uploading leads and clients into the CRM. Consequently, Brokers no longer need to decide which template to use, as both are exactly the same.
What is also important is that all leads imported to the CRM already have a user account which results in the user’s possibility to log in to the Client Office or Match-Trader just by clicking “Forgot password” or CRM user setting it for them.
In addition, in the client and lead import mode, the “Import as deposited client” button appeared, which is selected by default when importing clients and unchecked when importing leads. By selecting it, the account being added will appear in the Clients tab.
When creating a new account in the Clients tab, the “Create as deposited client” option appeared in additional options. If an account is created via the Leads tab, it is unchecked.
Also, the “Convert to deposited Client” button has been added in the lead detail view, which converts the lead into a client (the time of becoming a client is the time the CRM user clicks the button).
In sum, all the introduced changes make managing the client and lead base much quicker. Usually, if Brokers want to import leads as clients, they need to manually add the deposit made by chosen clients. In our Forex CRM, they can save a lot of time by easily importing data in a chosen mode and managing the lead/client statuses that way.
Increased personalisation in the mailing templates
In the e-mail templates set for operations and mass mailing, we added two new variables. These are
- ACCMGR_NAME – the name of the Account Manager assigned to the customer or lead to whom the e-mail is sent;
- ACCMGR_SURNAME – the surname of the Account Manager assigned to the customer or lead to whom the e-mail is sent.
Mailing being one of the particularly important ways of communication with traders, needs to be maximally personalised. For this reason, adding the chosen Account Manager (that the client or lead is already familiar with) makes recipients more likely to open and respond to the messages from a Broker.
Expanded statistics in the Bridge Manager
In October, the entire Statistics tab changed.
We have added new charts and expanded the scope of the displayed information. Consequently, the graphs with a summary of the revenue on the A-Book, client allocation trends, volume trends, and trade trends, among others, will be displayed based on the selected time range. There is also a pie chart showing the open positions sorted per symbol.
Next to the charts, there are two tables with statistics for data per symbol. Brokers can use them to check exactly what their profit is and, based on that, decide to adjust the commissions or markups accordingly.
The Broker’s team has an even greater opportunity to customise the information that is displayed (including choosing between percentages and nominal values) and use it to increase profits.
Expanded e-mail notifications in the Bridge Manager
We have added the possibility of setting up automatic e-mails sent after exceeding a certain limit for exposure and profit or loss in USD. Brokers have complete control over the entire process. They can set the limit on their own by configuring notifications in the Risk Management tab.
In addition, we added notifications sent in case of restarting and/or losing the bridge connection.
Enhanced risk management in Hedge monitor
In hedge monitor, we added a new table with information concerning A-Book. The contents are similar to the ones in the B-Book table, except that the “Action” column has been replaced with the “exposure” column.
