Forex Salesmaster. ™

Overview

Forex Salesmaster ™ is FPESA's internal treasury sales automation solution that replaces legacy voice-based dealing with a compliant, business as usual, data-based equivalent. Designed for licensed banks and forex dealers, it enables treasury desks to handle both inbound and outbound sales digitally — boosting sales conversion rates, maintaining compliance, enhancing customer experience and increasing profitability without increasing headcount.

Inbound Sales Automation

Existing clients can request quotes, negotiate, and close deals seamlessly through a secure digital interface. This eliminates the need for calls, prevents missed opportunities, and integrates compliance documentation directly into the workflow.

Outbound Sales Automation

Treasury managers can instantly broadcast rate offers to pre-qualified customers via browser notifications, allowing near-instant client engagement and dramatically improving outbound reach and conversion rates.

Customer Advantages

• Eliminates phone call costs and call waiting times.
• Enables smooth digital submission of compliance documents.
• Lets customers privately decline offers without social awkwardness.
• Ensures no missed opportunities through real-time notifications.

Treasury Advantages

• Prevents lost business from missed client calls.
• Removes the room for dispute & ambiguity created by verbal agreements.
• Multiplies transaction capacity per dealer through digitization.
• Automates compliance document collection and verification.
• Separates quotation and compliance functions for better accuracy.
• Accelerates deal cycle times and improves settlement speed.
• Generates objective performance analytics for staff and management.
• Enables outbound sales at scale with minimal human effort.

Forex Salesmaster ™ is a modern, compliant, sales operations streamlining engine for banks — designed to transform treasury operations into robust, high-throughput foreign exchange sales powerhouses.