Modernizing CRM and Automating Core Business Processes for a Global Forex Brokerage

The client currently operates a decade-old legacy CRM system that limits their ability to scale, enhances data visibility, and automates key processes such as customer onboarding, lead generation, and account management. These limitations result in increased onboarding time, reduced operational agility, and lower customer satisfaction across their global user base.

A large, international Forex trading firm with a substantial client base seeking digital transformation to enhance customer experience and operational efficiency.

• Replace outdated CRM infrastructure with a scalable and customizable cloud-based platform.
• Implement full automation of customer onboarding, lead management, and account handling processes.
• Achieve a comprehensive, 360-degree view of customer data to improve customer engagement and retention.
• Reduce new user onboarding time by approximately 30%.
• Enhance visibility into key performance indicators through advanced reporting and dashboards.
• Seamlessly migrate existing data and customize the new system to meet specific business needs.

• Initial setup of a cloud-based Sales Cloud platform tailored to the organization’s sales workflows
• Automation of customer onboarding and KYC procedures
• Lead generation and management automation
• Account management and customer interaction tracking
• Custom data synchronization and database customization for enhanced customer experience
• Development of advanced reports and dashboards for KPI tracking and analytics
• Data migration from legacy systems to ensure continuity and data integrity

• Existing legacy CRM data sources for migration
• Customer identification and verification systems for KYC automation
• Business analytics and reporting tools

• System scalability to accommodate a growing user base beyond 200,000 clients
• High system uptime and availability to support 24/7 international operations
• Robust security measures to protect sensitive customer data and comply with industry regulations
• Performance targets ensuring low latency for real-time data access and reporting

The project aims to enable the client to gain a comprehensive 360-degree view of customer data, automate essential processes such as KYC, lead generation, and account management, and reduce onboarding time by 30%. These improvements are expected to enhance operational efficiency, increase customer engagement, and provide actionable insights through improved KPI tracking and reporting.