DWG MP-CRM-001 // TECHNICAL SPECIFICATION

Forex Broker CRM & Client Operations

Connect the client lifecycle to platform operations without turning the CRM into a fragile collection of point-to-point integrations.

REQUEST ARCHITECTURE VIEW PRICING MODEL

Client lifecycle

Model lead → onboarding → verification → account → funding workflow around real operational responsibilities.

Platform synchronization

Account creation, status changes and reporting should use controlled integrations and auditable workflows.

IB and partner operations

Partner structures, attribution and reporting should be represented as explicit business rules rather than manual exceptions.

Security and permissions

Use role-based access, logging and separation of duties for sensitive client and operational actions.

Integration boundaries

Document payments, KYC vendors, platform APIs and reporting interfaces as separate controlled modules.

BROKER CRM // DECISION FRAMEWORK

Forex Broker CRM as the Client Operations Layer

A broker CRM should coordinate client lifecycle and operational workflows without becoming an uncontrolled copy of platform, payment and KYC data. Each critical field and state needs an authoritative owner.

Lead & onboarding

Lead ownership, registration, KYC status and conversion.

Define deterministic lifecycle states.

Trading accounts

Provisioning and synchronization with the platform.

Keep privileged credentials server-side.

Partners

IB attribution, hierarchy and commission workflows.

Version rules and audit adjustments.

Operations

Exceptions, support, reporting and reconciliation.

Give staff context without excessive privilege.

BUYER QUESTIONS

Questions Decision-Makers Ask

Concise answers to the architecture questions that commonly affect scope, cost and implementation.

What should a Forex broker CRM integrate with?

Common integration domains include the trading platform, client cabinet, KYC provider, permitted payment systems, partner workflows and reporting.

Should the CRM be the source of truth for everything?

No. Ownership should be defined per entity and field. Trading, payment and identity systems may remain authoritative for their own states.

What is critical for CRM security?

Least privilege, protected secrets, audit logging, controlled administrative actions and reliable integration error handling are core requirements.

SCOPE CONTROL

What a Serious Proposal Should Show

Use these items to compare providers on equivalent scope instead of marketing package names.

Area	Proposal should define	Acceptance evidence
Scope	Included components, exclusions and third-party dependencies	Signed responsibility matrix
Integration	Interfaces, credentials, data ownership and error handling	End-to-end UAT results
Infrastructure	Hosting, monitoring, backup, recovery and privileged access	Operational readiness checklist
Support	Severity model, escalation path and vendor boundaries	Production runbook and contacts
Commercial	Setup, recurring, usage and third-party costs	Comparable total-cost model