News &amp; Press

Centrala telefonică DOTRO integrată cu mefi – Ghid complet de funcționalități

This article details the integration of the DOTRO telephone exchange with the mefi CRM platform, explaining how this connection enhances customer relationship management and team efficiency. The integration ensures all calls are automatically recorded and linked to customer profiles within the CRM, eliminating manual data entry. This functionality aims to improve sales, support, and overall communication tracking for companies using mefi.

Centrala telefonică DOTRO integrată cu mefi – Ghid complet de funcționalități

partnership

Integrare 3CX mefi: transcriere AI și sentiment apeluri în CRM

mefi CRM has announced an integration with the 3CX phone system, allowing for automated AI-powered call transcription, summarization, and sentiment analysis. This partnership aims to transform phone communication into actionable data, synchronizing all call details directly to client profiles within the mefi CRM platform. The integration is designed to enhance efficiency, eliminate manual data entry, and provide businesses with comprehensive insights into customer interactions.

Integrare 3CX mefi: transcriere AI și sentiment apeluri în CRM

Open Banking în mefi: tranzacțiile bancare ajung automat în CRM

mefi has launched a new Open Banking integration, allowing bank transactions to automatically sync with its CRM platform through Smart Fintech. This feature eliminates manual data entry, providing businesses with a consolidated view of financial transactions and streamlined reconciliation with invoices. The service is available for a monthly fee of 6 euros and supports 11 banks.

Open Banking în mefi: tranzacțiile bancare ajung automat în CRM

partnership

Integrare mefi cu theMarketer – transformă datele din CRM în campanii de marketing

mefi has integrated its CRM platform with theMarketer to enable seamless data transformation from CRM into marketing campaigns. This new integration aims to enhance marketing efforts by directly utilizing customer data. This partnership highlights mefi's continuous efforts to expand its platform capabilities through various integrations.

Integrare mefi cu theMarketer – transformă datele din CRM în campanii de marketing

Match-Trader Platform·2d ago

28 January 2026

Match-Trader has enhanced its proprietary trading infrastructure by integrating its Prop CRM functionality with MetaTrader 5 (MT5). This update allows for comprehensive, challenge-based prop trading programs to operate using MT5 as the execution platform. This move solidifies Match-Trader's role as a versatile technology provider, offering firms more options in structuring their trading operations.

Forex Solutions

Kenmore Design offers web solutions for forex brokers, including Forex CRM and Trader's Room platforms. These tools aim to streamline workflows, manage client interactions, and automate key processes for brokerage operations. The company highlights features like lead management, automated task management, KYC, funding, and multi-level IB tools.

kenmoredesign·2d ago

kenmoredesign

Generic CRM vs Forex CRM: Why Brokers Need a Specialized System

This article discusses the differences and benefits of specialized Forex CRM systems compared to generic CRM platforms for brokers. It highlights why many brokers initially use generic CRMs but eventually transition to specialized solutions as their business expands. The piece emphasizes the specific needs of forex brokers, such as KYC verification, AML checks, and trading account management.

hashcodex·2d ago

Generic CRM vs Forex CRM: Why Brokers Need a Specialized System

Privacy Policy

HAAME, a fintech company, offers a leading CRM solution tailored for brokerages and exchanges, specifically designed for securities, futures, and forex brokers. Their offerings include XBroker for operations management and PAMM/MAM solutions to allow novice traders to replicate professional strategies and reactivate users. HAAME aims to provide reliable and neutral financial technology services globally.

Haame Financial CRM Helps ‘Super Traders Forum - Hong Kong’ to be a Great Success

Haame Financial CRM played a key role in the success of the 'Super Traders Forum - Hong Kong'. The event, organized by Super Traders Forum, marked its first international expansion outside mainland China. Haame Tech provided advanced trading tools and customized financial CRM systems, helping to facilitate discussions on various financial topics.

**Haame Financial CRM Helps ‘Super Traders Forum - Hong Kong’ to be a Great Success**

Decryption Time \| How Haame CRM's Level-Crossing Competition Mechanism Helps to Fracture the Forex Brokerage Market？

Haame CRM offers a "Level-Crossing Competition Mechanism" that helps forex brokers manage their agents. This feature within their CRM's marketing commission model allows for flexible rebate structures and encourages competition among agents. The mechanism is designed to stimulate activity and rapid market development for brokers.

$**Decryption Time \| How Haame CRM's Level-Crossing Competition Mechanism Helps to Fracture the Forex Brokerage Market？**$

Decryption Time \| Haame CRM Enhanced Account Security Protection Mechanisms

Haame CRM has enhanced its account security protection mechanisms with new features. These enhancements include multiple identity verification methods, security freeze durations for sensitive changes, and anti-phishing codes. The updates aim to provide comprehensive security for users' accounts and funds.

$**Decryption Time \| Haame CRM Enhanced Account Security Protection Mechanisms**$

other

Haame wins the Best Financial CRM Provider in WikiExpo2024

Haame Financial CRM was awarded "Best Financial CRM Service Provider" at the WikiExpo 2024 Bangkok Financial Expo. This award recognizes Haame's continuous efforts and reliable services in the financial CRM sector. The company has already provided CRM operation management system services to financial institutions in over a dozen countries and plans to further support customer success.