Marketing, TradeCore
Milos Milosevic works on marketing and commercial positioning at TradeCore, the company behind BrokerIQ. He writes about the operational cost of running a brokerage on ageing systems, and about what changes for a growing brokerage when it moves onto a CRM built for the trading business rather than adapted to it.
A forex or CFD brokerage is a regulated, multi-system business from day one. Here is why a brokerage startup needs a CRM before its first client funds an account, not after.
Read articleManual work, lost leads, and blind reporting all trace back to one cause: a CRM that was never built for a brokerage. Here are eight ways an outdated CRM caps growth, and what to fix first.
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