Squaretalk and FXBO Partner to Revolutionize Broker-Client Interactions
Date – 06-Aug-2024
Squaretalk, a leading global provider of CCaaS (Contact Center as a Service) solutions, is excited to announce a strategic partnership with FX Back Office (FXBO), a versatile and fully customizable CRM system for forex trading.
This collaboration aims to elevate the quality of broker-client interactions by integrating FXBO’s forex CRM with Squaretalk’s advanced communication platform. The combined solution will provide brokers with comprehensive customer profiles, detailed interaction histories, and trading activity insights, all accessible from a single interface. This integration will enable brokers to deliver personalized advice, switch seamlessly between communication channels, and respond proactively to client needs based on real-time data.
The integration of VoIP services with FXBO’s CRM will also enhance compliance with industry regulations by ensuring accurate and up-to-date records of client interactions and transactions.
“Elie Rubin, CEO of Squaretalk, stated, “Incorporating FXBO into our suite of over 100 integrations is a strategic move that aligns with our mission to streamline operations and provide our clients with cutting-edge tools. We are eager to see how this partnership will benefit our forex market clients.”
Dmitriy Petrenko, CEO of FXBO, added, “This partnership will revolutionize broker-client interactions by enabling 24/7 support, multichannel communication, and automation of routine tasks like follow-ups and data entry. This allows brokers to focus on essential activities such as portfolio management and strategic planning.”
The FXBO integration is now available to all current Squaretalk clients.
Squaretalk is recognized for providing top-rated cloud software that enhances contact center operations, supports diverse team structures, and reduces costs and agent turnover. The platform is secure, user-friendly, and integrates seamlessly with over 100 business tools including Salesforce CTI, Zoho Phonebridge, Hubspot, and Zendesk.
FXBO, known as “The Ultimate Forex CRM,” supports over 200 brokers with more than 350 integrations. It offers a comprehensive suite of tools tailored to the needs of brokerages, including efficient partnership management, a client area, and a highly automated and customizable CRM designed to save time and money while focusing on client retention and acquisition.
