Transforming Forex & Remittance Operations with a Unified CRM

Service

Product & Data Engineering

Company

Forex & Remittance Company

About the Company

Our client is a financial services provider offering a range of solutions tailored to both individual and corporate needs, including education remittances, travel forex, student insurance, education loans, and forex hedging on NSE and BSE. With deep understanding in remittance and compliance, FRR Forex helps customers move money securely and efficiently across borders.

About The Project

The company relying on manual workflows and disconnected systems to manage remittance and forex leads before partnering with Roxiler Systems. Tracking leads, ensuring compliance, and fulfilling orders were fragmented processes. Without integration between sales tools and FxPlus, teams struggled with delays, limited visibility, and inefficiencies across the customer and transaction lifecycle.

Disconnected Lead Flow

No single system for managing leads to orders. Multiple tools led to silos, delays, and dropped follow-ups.

Compliance Blind Spots

KYC and docs were handled offline, risking non-compliance. No audit trails made volume handling tough.

Scattered Lead Sources

Leads came from all over - webinars, WhatsApp, email - but weren’t tracked in one place.

Student Campaign Friction

Webinar leads didn’t feed into the CRM. Follow-ups were manual, slow, and hard to scale.

Limited Funnel Visibility

No real-time dashboards. Managers lacked clarity on lead volumes, conversions, or what’s working.

Digital CRM concept with business icons

The Challenges

Forex aimed to scale its remittance and forex operations but was held back by fragmented processes and legacy workflows.

Our Impactful Actions

Roxiler Systems delivered a unified CRM platform that redefined FRR Forex’s lead-to-order journey. Moving from fragmented processes to an integrated, cloud-native system, we focused on automation, compliance, and real-time visibility – tailored for the remittance lifecycle.

Digitized Lead-to-Order Journey

We built a CRM that captured leads from WhatsApp, webinars, and emails, enabling seamless movement from inquiry to verified remittance order - all while eliminating manual delays.

Compliance-First by Design

With RBI, FEMA, and GST mandates in focus, we embedded automated KYC checks, document verification, and audit trails to ensure end-to-end regulatory adherence.

Multi-Channel Engagement

Lead sources - from student webinars to marketing campaigns - were integrated into a single funnel, boosting engagement and streamlining follow-ups.

Automation Across the Funnel

We automated everything from lead assignment to follow-up triggers, improving productivity and allowing FRR Forex to scale without adding headcount.

Insights That Drive Action

Dashboards and MIS reports provided stakeholders with real-time insights into lead performance, revenue trends, and compliance status - enabling smarter decisions.

Tight FxPlus Integration

We built a two-way sync with FxPlus, enabling real-time updates on rate bookings, document status, and transaction progress - all with error handling and failover logic.

Cloud-Native Scalability

Deployed on AWS with a microservices architecture, the CRM is built to scale with the business - supporting future growth across corridors, seasons, and service lines.

Benefits Achieved by Customer

We helped them boost operational efficiency, compliance, and lead conversions.

CRM dashboard interface with analytics and settings

Market-Ready CRM

Shifted from scattered tools to a unified platform built for the remittance lifecycle - now a core system.

Optimized sales funnel and revenue growth icon

Faster Lead Conversions

Automated workflows and FxPlus integration cut conversion times by over 50% and stopped lead leakage.

Workflow checklist icon representing task automation

Built-In Compliance

Automated KYC and audit trails ensured full alignment with RBI, FEMA, TCS, and GST requirements.

Innovation and automation icon

Operational Efficiency

Reduced manual work in lead handling and order creation, freeing up teams to scale faster.

Business decision-making process icon with approval and rejection symbols

Data-Driven Decisions

Actionable dashboards enabled better planning, forecasting, and performance tracking.

Student icon in graduation attire

Boosted Student Outreach

Real-time webinar and form capture improved engagement and campaign performance.

Performance analytics and dashboard icon.

Live Order Tracking

Bi-directional FxPlus sync gave teams real-time visibility into remittance progress while operating.

Work orientation training session with a presenter and audience.

Easy Onboarding

With built-in checklists and a user-friendly flow, new team members got up to speed quickly.

Technologies
we used

Node.JS
Node.js (serverless)
AWS Lambda
Amazon S3
AWS DynamoDB
AWS API Gateway
AWS IAM
AWS CloudWatch

What our Client Says

We wanted to launch our first cloud service at an aggressive schedule of 3 months and it needed a lot of work - on cloud orchestration and the product user interface.
We engaged Roxiler Systems to develop our cloud application and they did a fabulous job at it.
They went over and beyond following the requirements and were actively suggesting and improvising our application. Over all, we have been very happy with them and look forward to a long engagement with them
Srinivasan Narayanan
Srinivasan NarayananCEO, Assertion

Want real-time visibility into your remittance funnel?

Whether you're struggling with analytics in your workflow, running on spreadsheets, or juggling too many tools, Roxiler Systems can help you build a Customer Management platform that actually works for your business.
Let’s make it happen.