Introduction Marketing, sales and retention are by far the most important departments of any online brokerage. Assuming that you have set up, staffed and equipped the […]
Part 1: Picking a Platform Introduction In the following 4-part series, we’ll provide you with an overview of the key parts of a Forex/CFD brokerage, how […]
Take a look around your brokerage. Consider how your personnel are divided between your various departments, and the kinds of activities individual teams are tasked with […]
CRM. Customer Relationship Management. If you’re reading this article, chances are you already have a pretty good idea of what a CRM is and what it’s […]
Part 2: The Next Steps for Your Brokerage Welcome back! We concluded Part 1 by drawing attention to the importance of nurturing expertise within the ranks […]