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Planning to introduce AI into your Forex CRM? Follow seven practical checks covering data, permissions, security, testing, and rollout readiness.
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New to forex? Discover how brokers, clients, and introducing brokers work together, how forex trades happen, and who gets paid for what.
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Discover how the FXBO Client API connects broker workflows, from client registration and KYC to trading accounts and deposits, through a custom Client Area.
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Learn what causes common PSP webhook and callback problems, why payments can get stuck between your PSP and CRM, and what to check when something goes wrong.
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Understand the forex transaction process, from deposits to withdrawals, and learn what the CRM, PSP, and trading platform each control.
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Discover what a forex CRM mobile app needs, from easy onboarding to payments and support, and how FXBO fits into your trader’s day.
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Learn how to properly sync FXBO CRM with MetaTrader 5 (MT5), from server setup and account mapping to connection testing.
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Discover why a payment can succeed at the PSP but remain pending in your CRM, from missing webhooks to mismatched statuses and internal rules.
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We answer three common brokerage questions about client onboarding, payment workflows, and IB network reporting in FXBO CRM.
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