Author

Hana Takahashi

CRM and client-onboarding strategist. Ten years building trader activation funnels and retention playbooks for brokers.

2articles

Published

Articles by Hana Takahashi

From CRM to Brokerage OS: The Stack That Stops Leaks in Your Funnel

Standalone forex CRMs solve one layer of the problem. A Brokerage Operating System connects onboarding, payments, risk, platforms, and APIs so growth doesn’t break ops.

April 19, 20266 min22