Author

Marta Stepankova

CRM specialist and consultant helping brokerages optimize their operations.

6articles

Published

Articles by Marta Stepankova

Thailand Forex CRM Playbook: Build IB Networks & Local Desks Without Breaking Your Data

A practical checklist for choosing and running a forex CRM in Thailand—covering IB hierarchies, local sales desks, Thai/English workflows, permissions, and reporting without duplicate records.

July 21, 20266 min974

Stop Paying Ghost IBs: 12 Automated Signals That Catch Self-Referral Before Payout

IB fraud and self-referral quietly drain commission budgets. Here are 12 automation-ready signals across clicks, devices, payments, and trading behavior to flag abuse early.

May 22, 20266 min2,472

The IB Org Chart That Doesn’t Break: How to Run 7-Level Networks, Regional Desks, and Clean Payouts

Multi-level IB structures fail when hierarchies, regional ownership, and payout rules live in spreadsheets. Here’s how to design a scalable IB tree with desk-level controls in one system.

April 19, 20265 min2,732

Stop Losing Deposits in the Portal: 12 Client-Area Screens That Drive Action (Plus the KPIs That Prove It)

A broker portal isn’t “done” when it looks modern. These 12 client-area screens remove friction from KYC, deposits, trading access, and support—plus the metrics to track on each.

April 19, 20267 min3,740

Kill the Glue Stack: A Single-Ecosystem Journey From Lead Capture to First Trade

Design a lead-to-client journey that moves prospects from ad click to first trade inside one ecosystem—without spreadsheets, brittle zaps, or handoffs that break compliance.

April 19, 20266 min2,800

Stop Paying for Ghost FTDs: Lead Attribution That Follows a Trader to First Trade

Most broker attribution stops at registration or FTD. This guide shows how to track IB, paid, and organic sources through KYC, deposit, and the first executed trade—cleanly and compliantly.

April 19, 20266 min2,681

Marta Stepankova

Articles by Marta Stepankova

Thailand Forex CRM Playbook: Build IB Networks & Local Desks Without Breaking Your Data

Stop Paying Ghost IBs: 12 Automated Signals That Catch Self-Referral Before Payout

The IB Org Chart That Doesn’t Break: How to Run 7-Level Networks, Regional Desks, and Clean Payouts

Stop Losing Deposits in the Portal: 12 Client-Area Screens That Drive Action (Plus the KPIs That Prove It)

Kill the Glue Stack: A Single-Ecosystem Journey From Lead Capture to First Trade

Stop Paying for Ghost FTDs: Lead Attribution That Follows a Trader to First Trade

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