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Enterprise Forex CRM

Enjoy the benefits of enterprise with the simplicity of zero code customisation

A technology only platform, fully customisable for the needs of growing forex brokers. With over 10 years in the Market

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Skale CRM supports your forex back office needs 

Skale’s unique market leading solution is partnered and integrated with top-tier solutions, ensuring an unrivaled experience for its clients

What's in the Skale CRM for forex brokers?

Reporting & Business Optimization

Set field level permissions for each CRM agent, monitored and built with security as central to the system

Security First

SECURITY AT THE CENTRE OF YOUR BUSINESS

With Skale Marketplace you have access to connect with over 100 different fintech providers, just add your credentials and activate.

100+ Integrated
Fintech Providers

PRE INTEGRATED; PAYMENT, KYC, MARKETING & TRADING TOOLS

Skale CRM easy to use for sales people to access, update and communicate with leads and accounts

Sales & Client Management

MANAGE & OPTIMISE YOUR SALES PROCESS

Connect multiple servers and platforms supporting multiple on boarding flows with full integration to the trading platform

Multi Platform

PRE INTEGRATED WITH THE
LEADING TRADING PLATFORMS

Brand and customise the Skale platform to match your company branding, onboarding, business automations and workflows with Skale zero code platform

Fully Customisable
Client Portals & CRM

ADD YOUR OWN DESIGN & BRANDING,
ONBOARDING & BUSINESS WORKFLOWS

  • Create automated business workflows

  • Generate reports to manage and optimise your operations

  • Get Business Intelligence insights

Empower your sales and retention team with easy to use trader management tools.

Everything you need to
streamline your success globally

Drive profitable customer journeys and operational efficiencies with Skale’s easy-to-customize, no code solutions.

Power your business with the best

Using pre-integrated solutions from the market’s leading third-party providers. Connect seamlessly to third-party providers - all in one place, with plug & play simplicity!

Highly flexible, incredibly robust

From bank-grade cybersecurity to high-volume, multi-asset and cross-jurisdiction trading capabilities - grow fast and secure.

ENTERPRISE-GRADE CRM SOLUTIONS

  • Built on robust platform to handle high volumes

  • Built on AWS architecture  

  • Easy-to-customize CRM & Traders’ Area with no code experience required

  • Highly adaptable visual interfaces with low-code

Core System

  • Unlimited opportunities to integrate with industry’s leading 3rd party providers

  • Pre-integrated with worldwide PSPs for global coverage

  • Seamless connectivity with FX brokers’ tech-stack 

  • API capabilities

Open Integrations

  • CRM that connects to your ERP and Data Warehousing 

  • Data insights via leading business intelligence tools 

  • Reconciliations

  • Customized reports

BI & Reporting

  • 24/7 security monitoring 

  • Backups & multi-availability zones 

  • Suite of bank-grade cybersecurity tools, including continuous penetration testing 

  • 99.9% uptime

Security

  • Multi-brand and multi-jurisdiction capabilities

  • Registration, onboarding and compliance workflows can be built to suit specific regulatory requirements

  • Regulatory reporting

Compliance

  • Customisable onboarding flows

  • Regulatory and risk management

  • Automates assignment rules

  • Customisable transactional communication with traders

Business Automation

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