8 things to look for in your provider There are a few companies out there making forex CRMs and back office tools. Of course, we think CurrentBusiness is the best forex CRM available, but we know different firms have different needs. With that in mind, here’s a list of the things you should look for in a CRM provider. Obviously, one of the most important things to consider is whether the provider offers the tools you need. If you already have a forex software tool, make a list of everything… read more →
Forex system emails as marketing emails Your forex back office system likely sends emails to clients whenever certain events occur – for example, when they reach a margin call, someone resets the password for their account, or when important profile information is updated. These types of emails are called transactional emails or system email. Most industries send transactional emails, and they’re usually fairly boring. It’s fine for the emails to be basic, but you shouldn’t discount their importance. This is the final post in our series on email marketing for… read more →