CRMs help you convert leads and retain clients. They can track data to give you insights into where your leads are coming from, the time it takes for a lead to make it through the sales funnel, and what qualifies a lead. A CRM with the right data and tools can help you convert more leads by identifying the best ROI for marketing and highlighting problems in your sales funnel. When you use your FX CRM to its full potential, it can help you turn leads into active traders. Lead… read more →
B2C forex events Attracting new clients and traders is essential for your forex brokerage, but it can be difficult to figure out how to do that. One way to expand your reach and find new traders is to go to conferences designed for traders and events based around trader education. There are a wide variety of forex trading events around the world. Traveling to these conferences and paying to be an exhibitor at them can get expensive. We’ve got three conference recommendations to help you get the most out of… read more →
4 Must-Haves for Success The Asian forex markets present extensive growth opportunities to brokerages. According to a recent report from the Global Financial Markets Association (GFMA), daily forex volumes traded in Asia have risen 20% since 2013. However, to access traders in the region, brokerages will have to adapt to a vastly different forex market than the one in Europe. If your forex brokerage is in the process of entering the market in China, Malaysia, or another APAC country there are a few tools you must have. We have experience… read more →
Understanding Google Ads Policies for Restricted Financial Products Data from Google shows between 10,000 and 20,000 people search “forex broker” every month. Getting ads for your forex trading services in front of those searchers could bring in a lot of new business. Keep reading to learn about Google Ads and whether it’s right for your forex business. What is Google Ads? Google Ads is Google’s pay per click (PPC) advertising platform. It allows you to create ads that will show up in Google searches or on websites related to your… read more →
7 Tips for Brokerage Firms Forex Client Retention With forex traders demanding tighter spreads and lower fees, it’s essential for your forex brokerage to be as efficient as possible. It can cost up to seven times as much money to attract a new client as it does to retain an existing client, so focusing on client retention is one way to increase your brokerage’s efficiency. If you’re looking to save money by keeping your existing forex clients, try these client retention strategies. 1. Talk about Forex success stories Keep traders… read more →