Example: "Why is my account pending?"
KYC & Verification
When a client asks why their account isn't verified yet, Xolara checks your CRM status instantly and tells them exactly which document is missing or needs to be re-uploaded.
Our Services
Instant Answers by Connecting Your CRM to Xolara AI
Stop making your team look up data manually. Xolara connects directly to your brokerage CRM to answer common questions from clients and sales staff in seconds.
Instant Retrieval Use Cases
Example: "Has my money arrived?"
Deposit Updates
Automatically resolves high-volume funding questions. Xolara checks your payment logs in real time to let clients know the exact moment their funds clear.
Example: "Where is my withdrawal?"
Withdrawal Tracking
Finds the exact status of a client's withdrawal request straight from your financial database, giving immediate updates to both anxious traders and your sales reps.
How Simple It Is to Deploy
- 01
Secure API Sync
We hook up securely to your CRM environment using your standard read-only API access keys.
- 02
Data Mapping
Our system isolates specific status parameters for compliance queues, payment gateways, and balance accounts.
- 03
Automated Answers
Your team and your traders can immediately query live pipeline actions naturally inside the chat element.
Airtight Data Integration
Works With Your Current Setup — 100% Secure
Easy integration with the systems your financial brokerage already relies on every single day.
Xolara is built to connect with any CRM your brokerage runs, including popular systems like FXBO (FX Back Office) as well as custom internal databases. Security is our top priority: our AI operates on a strictly read-only basis. It can easily read information to answer a question, but it can never change account balances, alter files, or modify your backend data.
Frequently Asked Questions
Common answers regarding our conversational CRM integration architecture.
Does Xolara store our clients' private CRM data?
No. Xolara does not download or store your underlying customer database records. It processes queries on demand using secure, real-time lookups and discards the transient session information instantly.
Will this integration slow down our backend CRM database?
Not at all. Xolara's communication layer utilizes low-latency API handling techniques that prevent resource spikes, ensuring your internal operational workflows face zero speed penalties.
Can it look up custom fields specific to our broker operations?
Yes. Our setup handles custom mapping rules easily, meaning any custom data tags or special milestones you monitor inside FXBO or your private platform can be retrieved by the AI agent.
Is it possible for the AI to accidentally execute a transaction?
Absolutely not. Because the network layer protocol is permanently configured as read-only, our engine doesn't have the functional code capability to perform writes, modifications, or database executions.