Streamline client registration through built-in KYC procedures that ensure regulatory compliance and maintain accurate records.
Deliver a seamless trading journey by connecting directly with MetaTrader 5 for real-time data, analytic tools, and instant trade execution.
Convert leads into active traders with CRM-powered tools that score prospects, segment clients, and personalize communications.
Harness client data to launch personalized promotions, market insights, and tailored updates, driving stronger engagement and long-term loyalty.
Forex CRM Solutions
A complete CRM and back-office system built for modern forex brokerages.
D24 delivers a powerful solution tailored to financial institutions, combining an intuitive Traders’ Room with a customizable white-label mobile application. Designed to fit seamlessly into any brokerage model, it streamlines complex operations while offering an intuitive interface, ensuring efficiency, flexibility, and a superior client and partner experience.
Gain actionable insights with built-in analytics that help in tracking performance, identifying trends, and driving smarter decisions.
Connect seamlessly with MT5, cTrader, and more, supporting unified account management across platforms.
Automate lead distribution and routing to boost efficiency, improve response times, and increase conversions.
Centralize client information, automate updates, and deliver faster, more personalized support interactions.
Simplify KYC and regulatory requirements with automated workflows, risk detection, and flexible security tools.
Launch personalized email and SMS campaigns with built-in automation to increase engagement and retention.
Keep sensitive client data safe with advanced hosting options and secure storage environments.
Accelerate onboarding with AI-driven verification for documents, identity, and AML in under a minute.
Configure trading account groups, rebates, and settings from one centralized back-office portal.
Sync all client communications from chat, email, and calls directly into your CRM records.
Stay proactive with real-time alerts that highlight tasks and client needs requiring immediate action.
Track your entire marketing funnel and optimize campaigns with real-time performance metrics.
Choose integrations and define workflows tailored to your specific requirements.
D24 Fintech unifies powerful client management with a simplified KYC framework to help brokerages increase conversions, stay compliant, and deliver a seamless onboarding experience.
Gain deeper insights with streamlined KYC, detailed trader profiles, and complete management tools.
Connect seamlessly with MetaTrader 5 and Match-Trader in a single, unified solution.
Automate trader assignments to ensure accurate and timely distribution across sales teams.
Simplify onboarding to reduce friction, accelerate approvals, and increase conversion rates.
Stay compliant with multiple regulators using a flexible KYC framework for scoring and approvals.
Securely handle client documents with built-in storage and support for instant third-party verification.
Your all-in-one Customer Relationship Management solution to streamline operations, strengthen engagement, and power MetaTrader 5 brokerages.
Everything you need to know about our customer relationship management for MetaTrader 5 brokers.