Head of Commercial, TradeCore
Bojan Jovic heads commercial at TradeCore, the company behind BrokerIQ, which has built CRM and back-office software for FX and CFD brokerages since 2013. More than 100 live brokerages run their client operations on its platform. He writes about how brokerages structure those operations, and about the difference between a CRM adapted to trading and one built for it.
What is a forex CRM? The software a broker uses to run its entire client operation: onboarding and KYC, payments, trading accounts, partners, and retention. A plain-English guide.
Read articleA forex CRM should run your whole brokerage: onboarding, payments, trading, compliance, partners, prop, and retention in one platform. Here is what that actually takes, and where most of the market falls short.
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