Illustrative scenario — representative of the outcomes Forexty is built to deliver. Figures are sample data, not based on a specific named client.
The challenge
A newly-formed CFD broker had funding and a marketing plan but no operational stack. They faced the classic launch trap: a CRM from one vendor, a trader's room from another, a separate payment integration, and weeks of glue work before they could accept a single client — all while paying for ads they couldn't yet convert.
The solution
Rather than assembling point tools, they deployed Forexty's Forex CRM with the client portal, native MT5 integration and payment gateways pre-connected. KYC/AML onboarding and the IB system were configured to their rules, and the whole cabinet was white-labeled to their brand. Onboarding handled the platform connection, gateways, branding and data setup.
The results
With one integrated platform, the team went from contract to live operations quickly, started onboarding and converting leads immediately, and avoided the cost and delay of stitching tools together. Sales, compliance and finance worked from a single system from day one — so marketing spend started paying back instead of waiting on infrastructure.
“We wanted to launch, not become systems integrators. Having the CRM, portal, MT5 and payments in one place meant we could focus on clients from week one.”
— Operations lead, startup CFD broker (illustrative)
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