The FxOffice Customer Relationship Management (CRM) module takes your client data and converts it into useful, actionable insight that can transform your business. Datasoft FxOffice CRM provides the foundation and tools required to maximize opportunities and model client experiences with a comprehensive service experience. Datasoft FxOffice CRM is an industry-specific solution for the foreign exchange space enabling a 360° insight into customers' needs and preferences. The CRM is accompanied by workflow automation tools and performance measurements to unifying customer service team efforts.
Datasoft FxOffice CRM extends into foreign exchange and payments front-office modules and provides traders and customer relationship managers a complete platform in which to manage customers with deep and relevant insight into historical trade pricing, recent transactions patterns, trending and predictive analysis.