Client Relationship Management (CRM)

Client Relationship Management (CRM)

At DesFran, we believe in growing with our clients and building lasting relationships. In addition to dedicated relationship management, we provide:

  • Relationship managers for all client support services like account opening and funds transfer.
  • A full-fledged compliance department which incorporates a mandatory Know-Your-Client (KYC) check and Anti-Money Laundering (AML) policy that answers to country-specific regulatory guidelines.
  • A sophisticated Client Relationship Management (CRM) software system for real-time data and analysis to track and maintain clientele bases.
  • Seamless service that employs smart internal communication for each client.

As a sales-intensive business, it is vital for FX brokerages to manage both existing clients and leads efficiently. Good CRM software is not only a vital investment to boost the bottom line, but also enables businesses to improve customer profiling processes, practise target marketing and capture more sales leads.

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