CRM for Exchange Offices
Designed from 200+ Enterprise Implementation Experience
With Rapitek CRM, manage customer transaction history, exchange rate tracking, and MASAK compliance reporting from a single, fast-access platform.
Why Exchange Office Companies Need a Specialized CRM
Exchange offices must track customer transaction histories, monitor live rate movements, and maintain strict MASAK (Financial Crimes Investigation Board) compliance records — all while serving walk-in customers at high speed.
Discover how Rapitek CRM's features address these challenges with industry-specific workflows.
How Exchange Office Teams Achieve More with CRM
With Rapitek CRM, manage customer transaction history, exchange rate tracking, and MASAK compliance reporting from a single, fast-access platform.
Customer Transaction History
Record every buy and sell transaction per customer with currency pair, amount, applied rate, and ID verification — building a complete profile for repeat clients.
Exchange Rate Monitoring
Display live buy/sell rates from integrated data feeds, set margin rules per currency pair, and track daily rate movements for informed decision-making.
MASAK Compliance & Reporting
Automatically flag transactions above reporting thresholds, generate suspicious activity reports, and maintain the document trail MASAK audits require.
VIP Client Management
Identify high-volume clients, offer preferential rates, and send rate-alert notifications for their preferred currency pairs to build loyalty.
See CRM for Exchange Office
Request a personalized demo configured for your industry. 2-4 week implementation, all features included.
Key Outcomes for Exchange Office with Rapitek CRM
Built from hands-on experience across 200+ enterprise CRM projects. See transparent pricing for all features included.
Customer Transaction History
Record every buy and sell transaction per customer with currency pair, amount, applied rate, and ID verification — building a complete profile for repeat clients.
Exchange Rate Monitoring
Display live buy/sell rates from integrated data feeds, set margin rules per currency pair, and track daily rate movements for informed decision-making.
MASAK Compliance & Reporting
Automatically flag transactions above reporting thresholds, generate suspicious activity reports, and maintain the document trail MASAK audits require.
Enterprise-Grade Security & Compliance
GDPR Compliant
European data protection ready
Data Security
Enterprise-grade encryption
2-4 Week Setup
Fast implementation
200+ Projects
Proven enterprise experience
Get Your Exchange Office CRM Demo
See how Rapitek CRM solves exchange office challenges. Live demo with your data in 30 minutes.
How to Implement CRM for Exchange Office
Our proven 4-step implementation process, refined across 200+ enterprise projects
Discovery & Analysis
We analyze your exchange office workflows and map CRM requirements
Configuration
Custom fields, pipelines, and automations for your industry
Data Migration
Seamless transfer from spreadsheets or existing CRM systems
Training & Go-Live
Team training and ongoing support — go live in 2-4 weeks
Frequently Asked Questions
Common questions about CRM for Exchange Office
Does the CRM automatically flag transactions that require MASAK reporting?
Can I send rate alerts to VIP customers when their preferred currency hits a target?
What are the benefits of using CRM in the Exchange Office industry?
What is the best CRM software for Exchange Office?
How much does a Exchange Office CRM system cost?
How does the CRM transition process work in Exchange Office?
Is mobile CRM available for Exchange Office?
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We're Here with Exchange Office Expertise
With experience from 200+ enterprise projects, we offer industry-specific CRM solutions. Contact us for a free demo.