Tips for writing job advertisements for forex careers Finding good employees for your forex brokerage is an important task. Good employees help you attract new FX traders and retain existing clients. Searching for and hiring forex employees can be costly, so it’s essential that your hiring process be as efficient as possible. You’ll likely post ads online on job boards like Indeed. Keep reading for tips on writing job ads and some free templates for common roles. General tips Regardless of what role you need to fill, there are some… read more →
Common open source forex CRM pitfalls Open source software is software that you can change and share because the source code is available to you. By definition, open source software is free. However, a lot of CRM products claim to be open source even though their products don’t have true open source licenses. Remember, if you need to pay for the software, it’s not open source. Some open source software is excellent. It can help provide technology to non-profit organizations, schools, individuals, and even businesses. However, when it comes to… read more →
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.
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 →
4 kinds of email to increase client activity Email is one of the easiest ways to nurture leads, as we talked about in the first part of our series on forex email marketing. This week, we’re coving how to use email to engage with your existing forex clients to keep them happy with your firm and increase their trading activity. Client retention is essential for forex firms. The ROI on client retention efforts is very high, and keeping existing clients is cheaper than acquiring new ones. Emailing existing clients should… read more →