financial crms
Information by Research TrustFinance
Financial CRMs is a technology firm that specializes in providing comprehensive and customizable software solutions for companies in the financial services industry, particularly forex and crypto brokerages. Their core offerings include a brokerage-specific Customer Relationship Management (CRM) system, a client portal (Trader's Room), and an Introducing Broker (IB) management area. The company's mission is to deliver robust, scalable, and tailor-made technology that helps brokerages streamline operations, manage client relationships effectively, and grow their business.
United States
Industry
- Broker SetupPRIMARY
Technology
- Other Service
Financial