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What is the Forex CRM system?
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A Forex CRM system is a customer relationship management tool that includes tools for handling KYC and compliance, managing deposits and withdrawals, and automating onboarding with trading accounts. It helps brokers stay organized and deliver better service by giving them a full view of each trader’s activity and preferences. It directly connects with platforms like MT4, MT5, cTrader, and others, allowing real-time tracking of client trades, balances, and account status. If you’re serious about the growth of your brokerage, using a Forex CRM is a smart move.
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