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Forex CRM lifehack: increase your profit with withdrawal control and approval system
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Dear clients, partners, and colleagues!
I wish you Merry Christmas and a Happy New Year. The end of the year is always the time when we look back to assess the results and, based on this foundation, plan the future. I sincerely wish that the business plans for the coming year are implemented fully and on time, and that the financial performance in 2022 is above and beyond expectations. And most importantly, may you and your loved ones be happy and healthy!
Vasily Alexeev, CEO UpTrader
2021 is almost over, and it is time to wrap up and make plans for the next year. Reflecting on the results helps us take another look at the work we have done and assess what we have done well and what we need to work on. It helps us evaluate the market situation and the competitiveness of our products and analyse trends in our business.
Trends
MT5 vs MT4
As is often the case in times of crisis, financial markets begin to rise. In those turbulent times, an uncertain future is fuelling the financial services markets. Therefore, brokerage firms keep opening and the demand for brokerage products is growing. It is interesting to note that all our new clients prefer an MT5 terminal, contrary to last year, when only MT4 was requested. With this trend, we can expect that in 5 years time, MT5 will completely take over. This change in preferences primarily has to do with the Metaquotes pricing policy. Currently, the cost of your own MT5 server is comparable to the cost of a White Label MT4, both averaging at $4000-5000. In this situation, brokers often make the obvious choice to buy their own server which leads to licences for MT4 not selling at all.
Cryptocurrencies
Recently, interest in cryptocurrency margin trading has grown. Almost everyone now gives 1:10 leverage and trading is available 24/7. In 2021, UpTrader clients were more likely to ask for cryptocurrency than Forex, although back in 2020, Forex was leading the way.
Social trading
You could say that interest in social trading has been consistent for a year now. It is not a new trend but it is certainly growing. Our new service UpTrader Invest attracts clients and many brokers consider it a core product.
Products
Platform for social trading
In 2021, UpTrader's team launched UpTrader Invest, a new platform for social trading. It is designed for MetaTrader 4 / 5 trading terminals and works in three modes: MAM, PAMM, and social trading. UpTrader Invest is easy to integrate, has a user-friendly interface and the highest copying stability thus solving the issue of losing trades. The service also has several reward calculation modes available. The demand for the platform was high even before it was released, and after the release, the popularity has grown many times over. It is especially true for the MT5 version, since our client reviews are more favourable than those of our competitors. The platform was also positively received by the professional community.
CRM
2021 is the year of CRM improvements. We are constantly improving the functionality and introducing new features to account for the constant feedback we get from our clients. This year, we have greatly expanded the flexibility of the withdrawal control and approval system which allows brokers to process requests faster and quickly detect fraudulent activity. We have also added an analytics feed to the CRM for all our clients.
Customer service
The quicker we solve client problems, the better business our clients are doing, the stronger our relationship is. That's why we strive to provide the best possible service and implement a personalised approach. Each client is assigned a personal manager who is always ready to solve their problem as quickly as possible.
Plans
In 2022, we are planning to improve the design in UpTrader Invest, the appearance of charts in particular. The CRM will be enriched with a long-awaited module for the sales department consisting of many new features.