Call centres and BPOs
Start your own forex brokerage with the team you already have
Many forex brokers rely on call centres and BPOs for sales and retention. If your team already does that work for someone else, the step to a brokerage of your own is shorter than it looks: the calling skills are in place, and what is missing is a licence, a platform, payments and liquidity. This page sets out what you need, how the platform fits a calling team, what it costs and the checks we make before we work with anyone.
What your team still needsFrom this guide
- A licenceA regulator, with a licensing adviser
- Platform and CRMPelris, set up within a week
- PaymentsPayment providers and a bank
- LiquidityYour own provider, or one we introduce
- ComplianceYour team, with an adviser
Figures and rows from this guide's own sources. Sample market data, sample clients and sample brands. "Your Brand" stands for your own name and logo.
Who this is for
Owners of call centres and BPOs whose agents already open, fund and look after accounts for forex brokers, and who now want the clients, the brand and the margin to be their own.
It suits a business that holds a licence or is applying for one, and that wants its agents in one system from the first call to the hundredth deposit.
- Sales floors
Teams that call new leads and help them open and fund accounts.
- Retention desks
Teams that look after funded clients over time.
- Mixed teams
A floor that runs both, with a manager over each.
On your platform
How it fits the rest of the platform
One deployment on your brand, domain and database: the terminal your clients trade on, and the CRM your team runs.
Sample market data and sample clients. "Your Brand" stands for your own name and logo.
What you need besides your team
A calling team is the part most new brokerages lack.
Read moreShow less: What you need besides your team
The other four parts take longer, so start them together: the licence takes months, the platform about a week. The launch order, step by step covers each one in detail, and the offshore licence page compares the jurisdictions founders shortlist.
| What you need | What it involves | Who provides it |
|---|---|---|
| A licence | Permission to deal with clients as a broker, in a jurisdiction that fits the markets you serve | A regulator, with a licensing adviser |
| Platform and CRM | The terminal your clients trade on and the CRM your agents work in, on your brand | Pelris, set up within a week |
| Payments | A way to take deposits and pay withdrawals, and a bank that accepts the business | Payment providers and a bank |
| Liquidity | A provider to cover the trades you choose not to keep in-house | Your own provider, or one we introduce |
| Compliance | Identity checks, anti-money laundering controls and a compliance officer | Your team, with an adviser |
How the platform fits a calling team
Your agents work in one CRM on your brand.
Read moreShow less: How the platform fits a calling team
Leads arrive from your website, your imports and your campaigns, each with its source, and managers assign them. Five staff roles (admin, manager, sales manager, retention and sales) decide what each person sees, and every agent sees only their own book.
Agents call from the CRM. Connect your own VoIP provider's SIP account in Settings, and an agent presses a lead's or a client's number to call from the browser. Every call is logged with its length and notes, a recording can be attached, and managers see each agent's call activity for the day.
When a lead becomes a client, the closing agent keeps the client in view until KYC approval and the first deposit, and then the client moves to retention on its own. Managers can also send many leads to retention at once. What the CRM does is set out in full on its own page.
What it costs
The platform is one flat monthly fee: Starter is $1,250 a month and Growth $2,500, with no setup fee and no share of your revenue, and your first month is free.
One monthly priceFirst month free on any plan
- Starter$1,250a monthNew brokers launching their first branded desk
- Growth$2,500a monthScaling desks that want automation and a native app
- EnterpriseCustomMulti-brand groups and regulated operators
Prices as on the pricing page, and sample inputs.
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Growth adds copy trading, trading bots, AI desk briefings and a native app on your brand. The pricing page lists every plan.
The rest of the budget is the licence, the company and its compliance staff, a payment provider and a bank, and liquidity if you cover trades. What it costs to start a forex brokerage sets out each part with market ranges.
The checks we make before we work with you
A brokerage looks after other people's money, and the software it runs on should help it do that well.
KYC review
Sample data and sample clients.
Read moreShow less: The checks we make before we work with you
So we work only with businesses that meet the four conditions below, and we ask about each one before we set anything up.
- Licensed, or getting licensed
We work only with businesses that hold a licence or have applied for one, and clients come on once the licence allows it.
- KYC on every client
Identity documents are reviewed in the CRM, and withdrawals wait until a client is verified.
- Fair treatment
Clear prices, no hidden charges, and withdrawals paid as your client terms say.
- No cold calling where it is banned
No cold calls to consumers in the UK or the EU, and none anywhere the law bans them.
Common questions
Anything else? Our team answers 24/7.
Can a call centre start its own forex brokerage?
Yes, with a licence, a platform and CRM, payment providers and, if you cover trades, a liquidity provider. A trained calling team is the part most new brokerages lack, and the rest can be arranged in parallel.
Do you work with businesses that are not licensed?
We work only with businesses that hold a licence or have applied for one. We can set up your platform while the application runs, and you take clients once the licence allows it.
Can our agents call clients from the CRM?
Yes. Connect your own VoIP provider's SIP account in Settings and agents call from the browser with one press on a number. Every call is logged with its length and notes. We do not sell phone lines or numbers.
Can sales and retention work as separate teams?
Yes. Sales and retention are separate roles, each agent sees only their own book, and a converted client moves from sales to retention after KYC approval and a first deposit.
Do you allow cold calling?
Not to consumers in the UK or the EU, and not anywhere the law bans it. Leads from your own website and campaigns arrive in the CRM with their source, so your agents call people who asked to hear from you.
What does the platform cost?
Plans start at $1,250 a month with no setup fee and no revenue share, and your first month is free. A free 14-day demo of the whole platform comes first.
Start your brokerage with your own team
Book a demo and see the CRM your agents would call from, on your own brand.