Tag

#Workflow Automation

3articles

Scaling IB Networks in Pakistan Without Losing Control: Hierarchies, Sub-IB Governance, and Payout Approvals

A practical blueprint for Pakistan-focused brokers to structure IB teams, control sub-IB growth, and run audit-ready payout approval chains in a Forex CRM.

May 17, 202613 min1,017

Rajiv Patel

From Inbox Chaos to One-Agent Support: The ForexCRM Playbook for 25,000+ Active Traders

See how Brokeret ForexCRM streamlines broker support with AI-assisted ticket generation, routing, and templates—enabling lean teams to handle 25,000+ active traders with minimal manual work.

May 5, 20266 min1,269

Hana Takahashi

KYB for Pakistan Brokers: A Practical Playbook for UBOs, Signatories & Corporate Approvals

A practical KYB implementation guide for Pakistan brokers onboarding SMEs and corporates—covering UBO capture, signatories, and approval workflows.

May 5, 202613 min1,260

Aisha Rahman