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What’s the most important CRM feature for a new forex brokerage?
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When you’re starting a forex brokerage, one of the key things to look for in a forex CRM software provider is smooth client onboarding. If they offer automated KYC, it makes the whole signup process faster and easier. Clients can get started quickly, your brokerage stays compliant, and you don’t waste time on manual checks. It’s a big help when you’re working with a small team and just getting started.
Posted : 25/06/2025 6:21 am
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What’s the most important CRM feature for a new forex brokerage?
Sundren General Discussion
1
Posts
1
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Reactions
4
Views
Topic starter
When you’re starting a forex brokerage, one of the key things to look for in a forex CRM software provider is smooth client onboarding. If they offer automated KYC, it makes the whole signup process faster and easier. Clients can get started quickly, your brokerage stays compliant, and you don’t waste time on manual checks. It’s a big help when you’re working with a small team and just getting started.
Posted : 25/06/2025 6:21 am
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Our newest member: Jasperwells
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