CurrentDesk recently spoke to brokers at an online industry event where brokerage marketing executives suggested one of their key focus areas right now to drive ROI from their CRM is personalization of content. It’s no surprise, then, that they frequently mentioned how important their Forex CRM was for segmenting their databases around criteria and information central to upcoming campaigns. A functional Forex CRM can segment traders into audiences based on everything from their Geo-locations to the instruments that they are trading, to parameters like lead source, trading activity, document status and… read more →
What to look for in forex back office software solutions Back office forex software needs to make it easier for you to run your brokerage. That means it should increase productivity and streamline complex processes. Forex software providers will all tell you that they have everything you need. Before you sign-up for their services, you need to make sure they’re really offering comprehensive back-office functionality. Modern Forex back office software should have these 12 features: Client profile management Client financial account management Partner and IB management User access management Reporting… read more →
With the world pandemic keeping Forex brokerages on lockdown, here’s how you can hire the best remote Forex employees for your brokerage.
Account groups are a way for you to set up what clients can trade and how much they’ll be charged for their trades, on a per security basis. MetaTrader 4 and many white label providers limit the number of account groups your brokerage can have. Learn how to get more account groups for your MT4/5 platform and have more flexible options.
The online nature of forex trading means many brokerage employees and partners work remotely on a regular basis. Whether your team is usually remote or they’re just remote during the COVID-19 pandemic, there are a few things they’ll need when they’re not in the office.