Back Office

Industry-leading Back Office system that allows you to automate tasks, increase productivity, client satisfaction, and revenue Request a demo
Back Office

What is it for?

Storing and working with client data; documents, contact details and transaction history
For companies who want sophisticated and specialized customization
To help your sales team quickly respond to clients wants and needs
To free up your employees` time by reducing the steps needed to complete daily tasks
For companies who want to work with less developers. You don’t need an IT department
For all departments and offices worldwide to easily work together in one place
With our Back Office CRM you’ll get to enjoy automation across all departments. Save your time and increase your potential to earn more money now!

What’s included

Work with clients Work with clients

Work with clients

  • Customer registration notifications and callback requests
  • Sophisticated client categorization system
  • Current and historical client transactions on trading platforms
  • Easy management of IB and Affiliate networks
  • Mass mail or target market emails toward your clients
Work with documents Work with documents

Work with documents

  • Storage all verification documents safely and securely
  • Important document expiration notifications
  • Notifications for daily outgoings and incomings
  • Simple UI displaying all documents that need attention
Automation and facilities Automation and facilities

Automation and facilities

  • Built-in algorithms for targeted marketing campaigns
  • Generation of CySEC and other important internal financial reports
  • Automated e mail system
  • Translate your entire website and campaign pages into any language
  • Creation of specific accesses, tasks, and requests for all departments without leaving the CRM

Why it is valued

We have been working in forex for 10+ years, and know exactly what you need from Broking Bridge software to thrive!
Stability
Our founders and team have been building Broking Bridge systems for over 15 years.
Flexible and customizable
Our products are fully customizable. If you can imagine it, we can create it.
Competitive, tailored pricing
Our pricing packages are extremely competitive and can be tailored according to your needs.
Reliability
Our code is tightly controlled, tested and updated, ensuring that our products work 24/7.
Scalability
Numerous tools and integrations for remote teams.
 
 
Want to radically change
the way you do business?
Request a demo