AI-DRIVEN FOREX CRM
The unfair advantage
Use our AI-driven CRM to take control of the Forex customer journey and change the way you interact with your customers.
Why Impact CRM?
Customer experience (CX) is the most important success factor in the Forex industry today and depends entirely on how well your business navigates the customer journey.
- Single screen customer journey profile
- Fully customisable KYC/onboarding process
- Supercharge your sales department
Access all the information you need about an individual customer from a single screen. Personal details including lifetime value, verification status, ID documents, bank details, transactions and accounts is visible from the same screen. All account activity is displayed in context along with previous communications to help your agent get the most out of every client interaction.
Customer input fields in Impact CRM are fully self-customisable to follow a rule-based flow that creates a frictionless onboarding experience for customers while meeting the KYC and regulatory requirements of the territory. Tracking the progress of every customer’s KYC process and AML is easy and regulatory auditing is simplified with automated notifications when ID documents are due for renewal.
Sales leaders can pull together reports about leads, revenue and trading volume in real-time from customisable dashboards. The Automated Lead Management tools determine which leads are the most qualified using rule-based scoring. Leads are then tagged to segment them to the team best suited to convert. Calls are transcribed automatically with high accuracy using AI and email templates are tailored to enable agents to give timely personalised responses.
Single screen customer journey profile
Access all the information you need about an individual customer from a single screen. Personal details including lifetime value, verification status, ID documents, bank details, transactions and accounts is visible from the same screen. All account activity is displayed in context along with previous communications to help your agent get the most out of every client interaction.
Fully customisable KYC/onboarding process
Customer input fields in Impact CRM are fully self-customisable to follow a rule-based flow that creates a frictionless onboarding experience for customers while meeting the KYC and regulatory requirements of the territory. Tracking the progress of every customer’s KYC process and AML is easy and regulatory auditing is simplified with automated notifications when ID documents are due for renewal.
Supercharge your sales department
Sales leaders can pull together reports about leads, revenue and trading volume in real-time from customisable dashboards. The Automated Lead Management tools determine which leads are the most qualified using rule-based scoring. Leads are then tagged to segment them to the team best suited to convert. Calls are transcribed automatically with high accuracy using AI and email templates are tailored to enable agents to give timely personalised responses.
WANT TO TRY IMPACT CRM?
Give your Forex business an unfair advantage over the competition and switch to Impact CRM.
The features that matter the most in a Forex CRM
AI-driven Impact CRM provides all the features your Forex business needs. Easy integration with MT4/MT5 and all your favourite applications, intelligent real-time reporting, automated lead/customer management and fully self-customizable KYC process that is available at a business-friendly flat fee.
- Easy MT4/MT5 integration
- Intelligent real-time reporting
- Automated lead/customer management
- Built-in telephony, chatbot and email
- Fine-grained roles and permissions
- Integrated appointment calendar
- Fully automated document management
- Multi-tenant configuration
- Global payment gateway
Easy MT4/MT5 integration
Impact CRM integrates easily with MT4/MT5 and has real-time 2-way syncing with the trading platforms. The scalable API architecture and advanced webhooks makes integration with all your existing applications hassle-free. Our platform is highly secure with limitless scalability and connects with all your existing business apps so that your business leverages maximum value from your customer data.
Intelligent real-time reporting
Impact CRM goes above and beyond your business needs with real-time reporting. It pulls together leads and revenue reports as well as trading data in real-time. Additionally, deposits/withdrawals data and payment records in relation to transactions can be crossed, analysed and matched with marketing activities to ensure your team has all the information needed to deliver the best customer experience. Pull reports for the day, the week, month or year effortlessly.
Automated lead/customer management
Impact CRM gets your best leads to the most appropriate agent. There is no possibility of your sales team tripping over each other as every lead is automatically segmented based on the marketing channel it came through and language used. Dynamic Lead Scoring enables your business to contact the most qualified leads because of its high prediction accuracy*. Boost retention efforts and reduce churn using Churn Prediction which identifies the patterns that reflect loss of brand confidence and the interactions that undermine the trust between your business and the customer.
*86.7% prediction accuracy for lead to conversion based on one of our NDA protected clients processing 300k leads per month
Built-in telephony, chatbot and email
All your business communications needs are included and tracked in Impact CRM. Impact Telecom can be fully integrated to give your business high quality telephony at highly competitive call rates. The zero-admin system requires no additional hardware and is set up in no time. Our chatbot is the most reliable customer-facing ‘employee’ in your business. It can personalise interactions with clients and always maintains brand consistency. It offers 24/7 availability and operates in multiple channels including Facebook, Skype, WhatsApp or Messenger and many others. Connect your existing email app to our platform and access all customer communications in context.
Fine-grained roles and permissions
Impact CRM gives CEOs a global picture of operations and a fully customised dashboard displaying business-critical information while always managing access to sensitive data for other users. Manager dashboards provide access to the data they need to analyse their team’s performance and the operations they oversee including sales, marketing, conversion, retention, dealer and customer support. Meanwhile, every team member’s access is pre-defined to give them all the information they need to perform their role from a single interface.
Integrated appointment calendar
The built-in calendar is simple to use and gives a clear overview of the day, week or month ahead with filters to enable managers to oversee their team’s schedule. Set automated reminders to make calls and appointments for follow-ups while colour-coding highlights schedules priorities and the importance of events. It’s also possible to create schedules that include the entire business, a department, a team or an individual team member.
Fully automated document management
Efficient and hassle-free document management will make keeping track of customer documentation easier. Impact CRM will translate documents into the user language and make compliance management easier by setting alerts for when identification documents need to be updated while keeping a historical records of customer documents to meet auditing requirements.
Multi-tenant configuration
Impact CRM has multi-tenancy functionality which can support all your businesses and service multiple portals from the same platform and cater for each of their unique business needs. Each tenant is a separate, self-contained configuration for each company with its own users, groups and roles and each tenancy can be customised according to the specific needs of the business.
Global payment gateway
Impact PSP integrates effortlessly with Impact CRM to provide your Forex business payment services that cover the world. It’s the ideal payment gateway for any Forex business with over 300 payment providers that are geographically determined and prioritised by the lowest fee to your business. The sophisticated reporting system gives your business a real-time overview of payment flows and sends instant notifications regarding payment issues or delays all from the same interface. It also generates custom reports on currency, payments and gateway.
- Easy MT4/MT5 integration
- Intelligent real-time reporting
- Automated lead/customer management
- Built-in telephony, chatbot and email
- Fine-grained roles and permissions
- Integrated appointment calendar
- Fully automated document management
- Multi-tenant configuration
- Global payment gateway
Easy MT4/MT5 integration
Impact CRM integrates easily with MT4/MT5 and has real-time 2-way syncing with the trading platforms. The scalable API architecture and advanced webhooks makes integration with all your existing applications hassle-free. Our platform is highly secure with limitless scalability and connects with all your existing business apps so that your business leverages maximum value from your customer data.
Intelligent real-time reporting
Impact CRM goes above and beyond your business needs with real-time reporting. It pulls together leads and revenue reports as well as trading data in real-time. Additionally, deposits/withdrawals data and payment records in relation to transactions can be crossed, analysed and matched with marketing activities to ensure your team has all the information needed to deliver the best customer experience. Pull reports for the day, the week, month or year effortlessly.
Automated lead/customer management
Impact CRM gets your best leads to the most appropriate agent. There is no possibility of your sales team tripping over each other as every lead is automatically segmented based on the marketing channel it came through and language used. Dynamic Lead Scoring enables your business to contact the most qualified leads because of its high prediction accuracy*. Boost retention efforts and reduce churn using Churn Prediction which identifies the patterns that reflect loss of brand confidence and the interactions that undermine the trust between your business and the customer.
*86.7% prediction accuracy for lead to conversion based on one of our NDA protected clients processing 300k leads per month
Built-in telephony, chatbot and email
All your business communications needs are included and tracked in Impact CRM. Impact Telecom can be fully integrated to give your business high quality telephony at highly competitive call rates. The zero-admin system requires no additional hardware and is set up in no time. Our chatbot is the most reliable customer-facing ‘employee’ in your business. It can personalise interactions with clients and always maintains brand consistency. It offers 24/7 availability and operates in multiple channels including Facebook, Skype, WhatsApp or Messenger and many others. Connect your existing email app to our platform and access all customer communications in context.
Fine-grained roles and permissions
Impact CRM gives CEOs a global picture of operations and a fully customised dashboard displaying business-critical information while always managing access to sensitive data for other users. Manager dashboards provide access to the data they need to analyse their team’s performance and the operations they oversee including sales, marketing, conversion, retention, dealer and customer support. Meanwhile, every team member’s access is pre-defined to give them all the information they need to perform their role from a single interface.
Integrated appointment calendar
The built-in calendar is simple to use and gives a clear overview of the day, week or month ahead with filters to enable managers to oversee their team’s schedule. Set automated reminders to make calls and appointments for follow-ups while colour-coding highlights schedules priorities and the importance of events. It’s also possible to create schedules that include the entire business, a department, a team or an individual team member.
Fully automated document management
Efficient and hassle-free document management will make keeping track of customer documentation easier. Impact CRM will translate documents into the user language and make compliance management easier by setting alerts for when identification documents need to be updated while keeping a historical records of customer documents to meet auditing requirements.
Multi-tenant configuration
Impact CRM has multi-tenancy functionality which can support all your businesses and service multiple portals from the same platform and cater for each of their unique business needs. Each tenant is a separate, self-contained configuration for each company with its own users, groups and roles and each tenancy can be customised according to the specific needs of the business.
Global payment gateway
Impact PSP integrates effortlessly with Impact CRM to provide your Forex business payment services that cover the world. It’s the ideal payment gateway for any Forex business with over 300 payment providers that are geographically determined and prioritised by the lowest fee to your business. The sophisticated reporting system gives your business a real-time overview of payment flows and sends instant notifications regarding payment issues or delays all from the same interface. It also generates custom reports on currency, payments and gateway.
Lead to Conversion Accuracy using Automated Lead Scoring tool
Affordable and reliable business tech
Always online with zero downtime.
Our robust content delivery networks (CDNs) use the latest technologies to provide you with a highly available ecosystem to support your Forex business and ensures you will always be online.
Data protection has never been more important.
Our process is GDPR compliant and data storage through is encrypted using https and SSL protocols to give you the peace of mind that your business data is always beyond the reach of external threats.
No revenue share obligation.
Unlike some Forex CRM vendors Impact CRM is offered at flat fees with completely transparent pricing. There is no hidden commission or revenue share obligation.
Pay as you grow.
Your business only pays for the services that it needs and has the flexibility to scale according to changing requirements with our ‘pay as you grow’ pricing structure.
Swift and hassle-free migration.
With Impact CRM the implementation and migration process is smooth and hassle-free with there is no risk of loss of your existing data.
Ongoing updates and improvements.
All CRM updates are taken care of centrally and our product development team constantly work on new features to roll out new Business Intelligence tools using the latest technology.
The unfair advantage
Visualise the customer journey
Efficient acquisition and better retention
Increase LTV and reduce churn
Speech to text transcription accuracy
Partners
WHY IMPACTECH?
We develop AI and Big Data driven technologies into innovative Business Intelligence solutions that serve the finance industry. Our solutions deliver recommendations and suggestions at every step of the customer journey and have been recognised by the Forex industry with the ‘Best Automated Performance Tool’ award at London Summit.
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