Case Study: Alpha FX achieves a real-time, secure self-service customer experience with Magentrix Customer Community

How Magentrix has Elevated the Alpha FX Customer Experience

Alpha FX, a market leader in commercial foreign exchange and execution solutions, needed a secure, customizable customer portal to deliver accurate real-time exchange rates and let clients book transactions and access data on demand. Their existing CRM held the data but required manual report generation, slowing service; to address this, Alpha FX engaged Magentrix and its Customer Community solution to build a portal that would integrate with their fast-paced systems.

Magentrix implemented the Magentrix Customer Community with bi-directional CRM synchronization, self-service account management, and customizable real-time reporting. The portal gave customers instant access to up-to-date data, let them update their information, and drastically reduced manual processing—boosting internal efficiencies while maintaining strong security—thereby elevating Alpha FX’s customer experience.

Alpha FX

Neil Brown

Head of Technology