Empower your sales, retention, compliance, and IB teams with an all-in-one CRM ecosystem designed specifically for FX, CFD, and Crypto brokerages.
Built from the ground up to automate trader onboarding, payments, affiliate rebates, compliance verification, and sales communications.
Branded self-service client dashboard allowing traders to register accounts, upload verification documents, manage wallets, perform instant deposits/withdrawals, and switch trading accounts.
Pre-integrated cashier gateway connecting 50+ payment service providers, credit card processors, bank wire transfers, and crypto gateways (Binance Pay, USDT, Matchpay, Praxis).
Real-time executive analytics tracking conversion KPIs, sales team leaderboards, client net deposits, trading volume benchmarks, and lifetime customer value metrics.
Multi-tier Introducing Broker (IB) partner portal featuring automated commission rebate calculations, sub-IB hierarchy trees, custom referral links, and marketing banners.
Empower sales and retention agents with 1-click click-to-call dialers (Squaretalk, 3CX, ViciDial) and automated SMS notification gateways (Twilio, CommPeak).
Automated email trigger workflows for welcome series, margin calls, deposit confirmations, password resets, and targeted marketing campaigns.
Instant identity verification, OCR document parsing, PEP & sanctions screening, and facial liveness detection integrated directly with SumSub, ShuftiPro, and Jumio.
Migrate your existing client base seamlessly into the xValley CRM ecosystem with zero downtime.
