As a Forex broker, you’re continually looking for new clients and ways to increase trader retention. Finding new leads is hard enough, but keeping clients engaged is even harder. That’s why you need CurrentDesk. Get the Forex CRM used by hundreds of the world’s leading brokers. Read on to see how it can help you to grow revenues and make more impactful decisions. The broker management platform CurrentDesk is a complete broker management platform with a CRM (customer relationship management) system built specifically for brokers. It integrates seamlessly with all… read more →
Features of well-designed forex software G2 Crowd, a business software review company, published its annual State of Software Happiness Report, and it includes some interesting statistics. According to G2’s findings, more than 50% of employees are unhappy at work because of the software tools they use. But employees aren’t just annoyed by the enterprise software they have to use. They’re actually leaving their jobs because of it. In fact, about 13% of employees have quit a job because they had bad software or didn’t have the tools they needed. As we… read more →
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 →
Client notifications and assessment of suitability In its effort to integrate Europe’s financial markets, the European Securities and Markets Authority (ESMA) created MiFID and MiFID II. This regulatory framework sets standards to help protect consumers and ensure they’re informed about the investments they make. Meeting the MiFID II requirements presents many challenges for brokers, especially smaller firms with more limited resources. The right back office software can greatly help with those challenges. In this two-part series, we’re highlighting specific ways that the right software helps with regulatory compliance in the… read more →
