The Forex CRM that boosts your brokerage growth 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 CurrentBusiness Get the Forex CRM used by hundreds of the world’s leading brokers. Scroll down to see how it can help you to grow revenues and make more impactful decisions. The broker management platform CurrentBusiness is a complete broker management platform with a CRM (customer relationship management) system built… read more →
Procedures for brokers Banks, brokerages, and other financial service organizations have an essential role in identifying money laundering and other financial crimes. Know your customer (KYC) and anti-money laundering (AML) regulations require brokerages to verify the identity of all their clients and ensure that they don’t accept money that was obtained illegally. KYC and AML activities are often time-consuming for brokers and frustrating for new clients. The verification process and related due diligence can be especially slow if you work with international clients. However, the right tools can help speed… 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.
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 →