Is the thought of a complicated migration or the fear of losing data stopping you from upgrading to a world-class CRM? Our Plug-and-Play Modules make life very simple for the Multi-Asset Broker. Not only can a broker easily choose the built-in elements to fit their business goals, but they can also integrate them into their existing ecosystem.
But the simplicity doesn’t end there!
Start-Up or Established Firm
If you are just getting started, it is highly likely that you already have some systems in place and maybe even a few clients or traders on board. Not to mention your dealing desk, compliance, sales, and marketing, and maybe even some IBs waiting in the wings. With FYNXT systems, you don’t need to worry about reentering every detail of what you have created so far, no matter how small.
On the other end of the spectrum, you may be an established broker with thousands of clients, multiple trading platforms, an army of Introducing Brokers and established infrastructures in sales, marketing, and compliance. The last thing you need is a major delay while an army of programmers sets up a new CRM and compromises vast amounts of data.
Large or small, you have worked hard to get where you are, and the last thing you need are complications. Migrating your existing business and data into FYNXT’s systems could not be more pain-free and stress-free.
Trading Servers
One of the key benefits of our Client Manager CRM, PAMM, and IB Manager is the seamless, worry-free migration of data from your existing trading servers. Our partnerships with the main players in the business—Spotware (cTrader), Devexperts, Leverate, Trader Evolution, and MetaQuotes (MT4/5) – means that you don’t need a dedicated IT team to integrate one, two, or all of our partners’ servers into your CRM. It’s all done and dusted at the click of a button!
All data is migrated, including all trading and demo accounts, personal details, and funding and withdrawal histories.
Also, with FYNXT, you can run different trading servers and different trading platforms from different providers in parallel, without having to set up separate systems.
Introducing Brokers
For many brokers, the IB network is the lifeblood of their business. Migrating data, from existing servers and CRMs can be done quickly and easily into your new FYNXT IB Manager. All information regarding personal data, clients, agreements, and compensation schemes can be seamlessly integrated, stress-free.
As well, the FYNXT IB Manager can migrate and handle many levels of multi-tier IBs without complications or loss of data. All marketing material, including template emails, contracts, banner links, and promotions, will be included in the migration.
PSP and Banking Data
FYNXT has teamed up with some of the leading players in the business, like Bridgerpay, Praxis Cashier, StonePay, ProxPay, Coinpayment, Safecharge, TKPay, and Walaopay. Any historical data regarding client payments and withdrawals will be automatically migrated. This applies to transactions with clients, IBs, and fund managers.
Customer Support: Your Chatline
If you are migrating from another system, it is critical, especially from a regulatory standpoint, to migrate any and all customer support records. For example, chat history facilitated by our partners Vonage (Nexmo) and SMSto can be quickly migrated into your client’s history.
Email Marketing
One of the key benefits of the FYNXT CRM is the integration of email marketing services like Mailchimp and Sendgrid for your email and campaign needs. Your marketing department has worked hard to create and maintain its publicity and marketing efforts and has gone to a lot of trouble to create material geared towards your clientele.
Whether the campaigns are for acquisition, retention, or trader motivation, all data, templates, links, marketing material, and campaign statistics can be easily migrated into your new FYNXT system.
Migration Across Modules
To keep your life and your business’s digital transformation simple, any and all data migrated into one module will automatically populate other modules. For example, any data migrated into the Trader Room and CRM will automatically update the IB Module.
Regulation
Wherever you are in the world, you know that at any moment you may need to show your records to the regulator. It could be a general inspection or something specific from a customer complaint. Regardless, you will need to show a complete history of that client’s activity from the moment they were contacted to the last position they opened, the last communication, or the last transaction in which they engaged.
Migrating your precious data into your new CRM is critical, and FYNXT is up to the task. We look forward to showing you how, so give us a call now to arrange a demo.
