Starting a Forex Brokerage comes with a rather overwhelming to-do list right at the start. You will need: a company, license, bank account, PSP, liquidity, trading platform, hosting, risk management, and a lot more red tape than is usually foreseen. However, with some knowledge and experience, you will surely be off to a good start … Continued
Today let’s talk about the challenges and good practices of building a solid website for a Forex Brokerage. I will post all links below. Full disclosure here, none of the products or services mentioned in this video are in any way sponsored. Our product is a CRM and that’s what supports this channel. In this … Continued
SMS Messaging Services for FX Brokers: Have you ever received an SMS from a company or website you registered with? Do you ever wonder what would change if your brokerage could send SMS to all your clients? We can answer these questions because of our unique place in the market. We speak to a lot … Continued
Finding Payment Solutions for FX Brokers: Today let’s talk about Money: Forex Payment Systems and Payment Systems Providers often called PSPs. This post will get into deposits only – when traders make deposits to Brokers, we will talk about withdrawals another time. When setting up a new brokerage many do not anticipate the problems of … Continued
We’d like to introduce a new feature we developed that we’ll call Regions and how it can help international brokers of all types use the same CRM to power multiple brokerages! Normally, most systems give you a CRM Broker Admin side and Trader side. However, Regions allow for multiple Trader sides powered by a … Continued
Customer Support in Forex Brokerage firms: We’re going to break it down for you in this post and get right down to the nuts and bolts of how to set up a successful team. Most customer support tips seem to focus on HIRING, MANAGEMENT, and the RISKS INVOLVED. But before you even think … Continued
This post can be very helpful if you are in the process of designing or redesigning your website, or if you just want to make a simple upgrade! During the process, it’s important to keep in mind several key factors: What role Registration Forms play in your business What they depend on Discuss what happens … Continued
Currently, the customer service quality is increasingly valued. Not only that, but customers have more means of communication to contact companies. That means two things: if the client is happy with the service provided, he will recommend it to his family and colleagues. On the contrary, if the client is unhappy, he will do much … Continued
Effective use of email communications is critical in developing and maintaining any business relationship. There is a fine line between engaging customers and turning them away. Learn how to keep them coming back for more! Before we tell you how to set up a great system, first it’s important to organize your email lists. Your … Continued
We are looking forward seeing you in Dubai! The Forex Expo Dubai being held October 2-3 in the prestigious Jumeirah Emirate Towers where we will be available for networking and meetings. Attendance is free. We are honored to be taking part in The Forex Expo Dubai, one of the premier FX Expos in the burgeoning Middle-East … Continued
