Success Stories
Real Businesses,
Real Results
See how forex & stock brokers onboard, convert, and retain more traders with the Baxance CRM.
What success looks like with a forex CRM
Behind every number on this page is the same shift: a brokerage that stopped stitching together spreadsheets, a separate KYC tool and a manual commission file, and moved its whole operation onto one platform. The pattern repeats across desks of very different sizes.
The first change is usually onboarding. When registration, KYC and the first deposit all live in one branded trader's room, more leads actually fund an account and the sales team stops chasing paperwork. The second is retention: with deposits, trading activity and follow-ups visible in one place, brokers catch a quiet client before they churn rather than after.
Introducing brokers and affiliates are the third lever. Automated, multi-tier IB and affiliate management removes the monthly reconciliation that strains partner relationships and keeps IBs promoting the brand. Together, those changes are what turn into the conversion, deposit and retention gains the brokers above describe.
Want to see the same set-up applied to your desk? Book a demo and we will walk through the trader's room, MT4/MT5 sync, IB management and reporting on live data.