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Broker CRM Solutions

Robust CRM for
MetaTrader 5 Brokers

Seamlessly integrated with MetaTrader 5, our Customer Relationship Management empowers brokerages to streamline onboarding, manage leads, and boost engagement with precision and ease.

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Powerful CRM for MT5 Brokers
Forex Business Solutions

Optimize Operations and Client Experience

D24 Fintech equips forex businesses with integrated technologies and solutions to simplify compliance, improve trading workflows, and drive stronger client relationships. From onboarding to trading and marketing, we help you manage every stage with efficiency and precision.

Simplified Onboarding & Compliance

Simplified Onboarding & Compliance

Streamline client registration through built-in KYC procedures that ensure regulatory compliance and maintain accurate records.

MT5 Platform Integration

MT5 Platform
Integration

Deliver a seamless trading journey by connecting directly with MetaTrader 5 for real-time data, analytic tools, and instant trade execution.

Lead & Client Management

Lead & Client
Management

Convert leads into active traders with CRM-powered tools that score prospects, segment clients, and personalize communications.

Targeted Marketing Campaigns

Targeted Marketing Campaigns

Harness client data to launch personalized promotions, market insights, and tailored updates, driving stronger engagement and long-term loyalty.

Forex CRM Solutions

Back Office Made Simple

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.

Forex CRM Solutions
Main Features

All-in-One CRM and Back Office

D24 Fintech offers a full-featured suite that streamlines operations, from business intelligence and automation to secure data management and marketing tools, designed to help brokerages operate efficiently, stay compliant, and scale confidently.

Business Intelligence & Reporting

Gain actionable insights with built-in analytics that help in tracking performance, identifying trends, and driving smarter decisions.

Trading Platform Integration

Connect seamlessly with MT5, cTrader, and more, supporting unified account management across platforms.

Lead Automation

Automate lead distribution and routing to boost efficiency, improve response times, and increase conversions.

Client & Account Management

Centralize client information, automate updates, and deliver faster, more personalized support interactions.

Compliance Management

Simplify KYC and regulatory requirements with automated workflows, risk detection, and flexible security tools.

Targeted Marketing

Launch personalized email and SMS campaigns with built-in automation to increase engagement and retention.

Data Protection

Keep sensitive client data safe with advanced hosting options and secure storage environments.

Automated KYC & AML

Accelerate onboarding with AI-driven verification for documents, identity, and AML in under a minute.

Group Management

Configure trading account groups, rebates, and settings from one centralized back-office portal.

Zendesk Integration

Sync all client communications from chat, email, and calls directly into your CRM records.

Notification System

Stay proactive with real-time alerts that highlight tasks and client needs requiring immediate action.

Campaign Management

Track your entire marketing funnel and optimize campaigns with real-time performance metrics.

Back Office & Finances

Empower Your Back Office

Choose integrations and define workflows tailored to your specific requirements.

Unlimited PSP Integrations
Customizable Reporting Solutions
Tailored AML Protocols
Dynamic CRM Tools & Integrations
Trading Infrastructure Resourcing
Advanced Hosting
Requirement Analysis

Client Management & Onboarding

Streamlined KYC and Trader Oversight

D24 Fintech unifies powerful client management with a simplified KYC framework to help brokerages increase conversions, stay compliant, and deliver a seamless onboarding experience.

Know Your Traders

Gain deeper insights with streamlined KYC, detailed trader profiles, and complete management tools.

All-in-One Integration

Connect seamlessly with MetaTrader 5 and Match-Trader in a single, unified solution.

Enhanced Client Management

Automate trader assignments to ensure accurate and timely distribution across sales teams.

Boost Conversions

Simplify onboarding to reduce friction, accelerate approvals, and increase conversion rates.

Regulatory Compatibility

Stay compliant with multiple regulators using a flexible KYC framework for scoring and approvals.

Document Management

Securely handle client documents with built-in storage and support for instant third-party verification.

Broker CRM Essentials

Smart CRM Made Simple

Your all-in-one Customer Relationship Management solution to streamline operations, strengthen engagement, and power MetaTrader 5 brokerages.

Simplify onboarding

Simplify onboarding with built-in KYC and regulatory compliance.

Manage leads

Manage leads and clients seamlessly with CRM-powered insights.

Boost engagement

Boost engagement through automated, personalized marketing campaigns.

FAQs

Frequently Asked Questions

Everything you need to know about our customer relationship management for MetaTrader 5 brokers.

A MetaTrader 5 CRM is a specialized platform that streamlines client onboarding, lead management, and engagement for forex brokerages.

It automates KYC/AML verification, document handling, and regulatory workflows, ensuring fast, secure, and compliant client onboarding.

Yes, our CRM seamlessly integrates with MetaTrader 5, cTrader, and Match-Trader, unifying account management, trade data, and analytics in one platform.

By automating targeted marketing campaigns, lead scoring, and personalized communication, it drives stronger engagement and higher conversion rates.

The CRM provides business intelligence dashboards, custom reporting, group management, campaign tracking, and advanced data protection to support efficient brokerage operations.