Broker CRM solutions provider FXBO (formerly known as FX Back Office) has announced its integration with Brokeree’s Social Trading for cTrader. With this turnkey solution, brokers can launch copy trading services in a few hours, after which all cTrader brokers can simultaneously access two flagship technologies: a copy trading platform and comprehensive client data monitoring and analytics tools.
Now, brokers can set up automated CRM workflows to notify clients of account milestones, updates on investment performance, or even suggestions for different investment options based on current market conditions. For example, if a client’s copy trading account reaches a certain profit threshold or drawdown, the CRM can automatically trigger a message with personalized advice or recommendations. This…
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