CRM & Back Office Management for Foreign Exchange Brokerage

Transfer Connex offer international payment facilities to global institutions & private individuals

Their aim was to streamline the process in which businesses and individuals make or receive foreign currency transfers. We helped them achieve their aims by optimising post trade administration processes, improve communication channels between the team and their customers and automating some of the repetitive tasks to keep up with the speed and demands of the ForEx space.

Our initial consultation, including a peak into their current systems, uncovered areas that could do with some improvement and therefore streamline processes.


3rd Party Integrations

TransferConnex endeavour to get the best rates for their clients. To achieve this they use a number of providers to execute trades. We integrated our system with these 3rd Party platforms to speed up back office operations and easily summarise essential data.

Integrated Telecoms & Internal Chat Engine

Customer Relationship Management (CRM)

Transfer Connex did their research. Not one off-the-shelf CRM performed the way they needed nor offered the features specific to their requirement. We designed and developed a tailored system to bring together clients from all the platforms they use.


Now communication can be recorded on there own IP, progress can be tracked to increase sales and things are kept up-to-date and secure. This complex but simple-to-use system manages the whole organisation’s communication history, including inbound and outbound calls, tasks reminders, targets & goals.


More advanced features developed allow TransferConnex to generate market relevant reminders based on live trading data. These are unique innovations as CRMs wouldn’t integrate with FX rate tickers.


Simplicity is key when optimising an organisation’s internal processing operation. Satva’s sleek new CRM helped streamline Transfer Connex’s operations and improve its efficiency, making life easier for its management and staff.