FxOffice
A web interface that offers a 360-degree view of customer profiles

CRM control center to empower your sales team with intelligence and knowledge

SalesIQ

SalesIQ delivers an enriched business experience to your front office so they can in turn deliver optimal customer experiences and excellent customer service.

SalesIQ has been developed with a primary goal – simplicity. The elegant web interface design is intuitive and provides a 360-degree view of customer profiles, pricing, risk and transaction history. The service experience of quoting, FX execution and payment initiation (both single and batch) are designed to be straightforward for ease of use.

Fxoffice Salesiq Datasoft

Engage customers on every channel

SalesIQ intelligently unites sales and service to focus on customers, drive loyalty and propel growth. By giving access to crucial data and fostering workflows, empowered employees can better serve customers with real-time FX pricing, automated single and mass payment tools, currency exposure risk management and balance reporting.

SalesIQ Key Features

  • Superior front-office business experience
  • 360-degree customer view
  • Realtime FX pricing and deal execution
  • Automated single or mass global payments
  • Facilitate remote sales or branch sales operations
  • Balance and statement reporting

Find out More

Datasoft FxOffice is a foreign exchange software and global payments platform that offers financial institutions a completely integrated forex, treasury, compliance and payments platform.