Case Study: IC Markets modernizes CRM and automates core processes with Vention’s Salesforce implementation

IC Markets Forex trading for the 21st century

IC Markets, the world’s largest Forex broker with 200,000+ active clients, needed to modernize its aging infrastructure by replacing a decade-old legacy CRM and automating core business processes. They partnered with Vention, a Salesforce implementation and digital transformation advisor, to build a more scalable and efficient customer management foundation.

Vention implemented Salesforce Sales Cloud, migrated data from the old CRM, and customized the platform with tools such as Salesforce Flow, Lightning Web Components, Apex triggers, and .NET Core. The solution delivered a 360-degree customer view, automated KYC, lead generation, and account management, and reduced new user onboarding time by 30%.

IC Markets