Traders’ Room and CRM for Your FX Brokerage: 101

Posted by Anya Aratovskaya on Jun 13, 2018 7:28:00 AM

As with most businesses, the operation of a Retail FX Brokerage involves a lot of moving parts that must be synced together to create an efficient and viable business.
These would include Legal (KYC, trading agreements, dispute management, regulatory reporting), Trading Platform Administration and Management, Liquidity and Risk Management Provisions, IB Management, Client Support, and, of course, Sales and Marketing.

Startup FX Brokerages, or “SYOBs”, face many different challenges.
For example, please take a moment to read some of our previous articles on picking the best MAM systems for MT4/MT5 or MT4/MT5 Bridge Provider Comparison.
This time, however, I will focus on the comparison between Traders’ Room and other CRM providers and highlight the key features favored by FX Brokers.

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Topics: SYOB, Start Your Own Forex Brokerage, FX Broker Startup, Know Your Client (KYC), Thought Leadership, Forex Marketing

5 ways to hack FX advertising in China

Posted by Yuhan Mo on Nov 8, 2017 7:07:39 AM

From social media strategy to content creation, what are the steps to take to reach the 1.4 billion-people Chinese market? 

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Topics: Forex Marketing

Are you aware of a change to Google search that may greatly impact your FX broker marketing?

Posted by Natallia Hunik on Dec 12, 2016 2:29:46 PM

It’s no secret that we live in a technological world; a world where mobile has long become the prevalent vehicle for communication and business for all of us. Mobile now dominates the world’s search queries and mobile trading is reported to be responsible for around 30% of all trading at FX brokerages, with even higher percentages in Asia. As the world is adjusts to this new reality, the release of mobile apps, for its products, is now a must for FX brokerages and platform providers alike.

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Topics: Forex Brokerage, Start Your Own Forex Brokerage, Thought Leadership, Forex Marketing

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