Insights for Financial Markets Operations

Most forex brokers are good at attracting leads. The marketing machine — paid search, affiliate networks, social media — fills the CRM with registrations every day. What happens…

The funded trader model has changed what call center operations means for a prop firm. Your traders are not retail customers calling to ask why their order did…

When forex traders have a problem, they do not want to submit a ticket and wait 48 hours. They want to speak to someone who understands what a…

Anti-money laundering compliance is one of the most resource-intensive operational functions in fintech. The volume of transaction monitoring alerts, KYC review queues, and compliance documentation required by regulators…

Crypto exchange customer support is harder than most categories of financial services support. The user base ranges from complete novices buying their first Bitcoin to sophisticated traders running…

Running the back office of a forex broker is operationally intensive in ways that are easy to underestimate when you are focused on product and growth. Between compliance…

Acquiring a new forex trader costs between $200 and $800 in marketing spend, depending on the channel and market. Retaining an active trader costs a fraction of that.…

The prop trading industry has grown faster than almost any other sector in fintech. What started as a niche product has exploded into a market where firms are…

Fast-growing fintech companies hit customer support capacity limits before almost any other operational constraint. Specialist BPO outsourcing solves this — but only when done correctly. Here is how…

Forex is a global market, but most brokers serve their clients in only one or two languages. Multilingual customer support is one of the highest-ROI investments a forex…