CRM, onboarding, retention, IB and affiliate management, sales ops.
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.
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.
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.
