What are the benefits and features of AltimaCRM’s innovative technology? 

Every forex broker understands the importance of customer relationships. This explains why companies of all sizes rely on quality CRMs to help streamline their operations and flow. One CRM solution that has been rapidly gaining traction in the forex space in 2023 is Intivion’s AltimaCRM.  

This year has certainly been a challenging period for the forex industry. An increasingly competitive playing field has necessitated a growing emphasis on both operational efficiency and improved marketing strategies. This is where AltimaCRM comes in, functioning as a flexible solution that is tailored to the evolving needs of brokers.  

Indeed, advances in technology have always been a hallmark of the forex industry. Nowhere has this trend been more apparent in recent years than in the development of CRM technology. Despite the ubiquity of these solutions however, not all CRMs are created equal, nor do they possess the same functionality. 

Unlock the Power of the Industry’s Most Advanced CRM 

Brokers depend on CRMs for a wide range of utilities that can make or break any operation. With over 15 years of experience in developing and refining CRM solutions for companies, Intivion understands these needs better than most. AltimaCRM is a name that more brokers and companies trust, which recently integrated with Leverate’s Sirix Trader.  

AltimaCRM was engineered to target and simplify several elements of brokers’ business, streamlining operations and the lead conversion process. This starts with executing a superior sales strategy via the usage of automated data monitoring and tracking.  

The solution is renowned for its flexibility and capabilities, making it one of the most powerful CRM solutions in the forex industry today. Arguably the most attractive feature of AltimaCRM is its ability to fully integrate with any interface. 

This versatility results in more efficient operational workflows and enhanced marketing strategies that can recruit a worldwide client base. In doing so, AltimaCRM helps brokers conduct business with ease via reduced costs, improved sales figures, and an enhanced forex sales pipeline. 

AltimaCRM Features and Benefits 

AltimaCRM is not just a tool for brokers, but a comprehensive marketing and data platform. Forex brokers can harness this technology to shore up any operation with multi-level IB management, flexible reporting, and auto KYC & compliance. This starts with a robust list of features and complex functions that AltimaCRM can automate to help drive profitability and scale any brokerage.  

Multi-Level IB Functionality 

AltimaCRM allows brokers to take advantage of multi-tier campaign measurements of IBs. This process helps foster improved IB recruitment, scaling any partner program and maximising revenues. 

Integrated Dashboard 

An all-in-one dashboard offers an extensive overview of all brokers’ operational processes, making decision-making easier and more efficient. This includes the ability to process real-time data on accounts, deposits, and new leads without suffering from data silos.  

Sales Pipeline Management  

AltimaCRM’s emphasis on lead generation is also a key driver for efficient sales pipeline management. The solution allows brokers to track clients through a sales funnel, improving the overall lead conversion processes. 

Omni-Channel Marketing  

The CRM utilises data automation to manage multi-channel forex marketing strategies. Integrating data from various marketing platforms into a singular source helps promote better data refinement, A/B testing, and real-time updates. 

Automated KYC and Compliance 

Using AltimaCRM, brokers can reconcile Know Your Customer (KYC) and data compliance verification processes. The CRM synchronises with Google Cloud Vision Services to verify documents and customer sign-ups. This eliminates most compliance bottlenecks that can save time for employees and allow for faster onboarding of clients. 

Customised Reporting  

Brokers can also benefit from advanced data management and reporting systems that provide immediate oversight. AltimaCRM extracts data from all elements of an operation, generating charts, documents, sales trends, or patterns. 

VoIP and Chat Capabilities 

With a fully integrated Voice over Internet Protocol (VoIP) system, agents can use AltimaCRM to call and communicate directly with clients. Brokers can take advantage of an expansive caller system that grants full visibility and data-driven communication capabilities. This includes a dedicated Chat App that also empowers rapid communication between agents and registered clients. 

The Future of Forex CRM Technology 

Brokers have enough complex decisions to make ahead of 2024. Deciding whether or not to rely on a quality CRM is not one of them. AltimaCRM can provide an invaluable role as a strategic partner for any forex brokerage. 

By consolidating operational flow and boosting revenue, this solution is capable of adjusting to the needs of any business. Brokers can schedule a demo with AltimaCRM by accessing the following link. 

About Intivion Technologies 

Intivion Technologies is a bespoke provider of advanced technology solutions and forex CRM capabilities for brokers. As a one stop technology solutions partner for over 15 years, the company provides an agile tool suite for any broker operation via its flagship products AltimaCRM and AltimaIB. Intivion has also designed, developed, and implemented large scale CMS websites, bridging FX CRM systems and MT4 trading platforms.