Grow deposits, not just leads.
Practical guides for broker sales, marketing and retention teams.
Best Forex CRM in 2026: 9 tools compared
An honest look at the CRMs brokers actually use, from general tools like HubSpot to broker-specific platforms, and how to choose.
What is FTD tracking (and why your CRM should do it)
First-time deposits are the number that matters. Here's how to track them from ad click to deposit.
How to route forex leads by country and language
A practical routing setup for multi-desk brokers: language first, IB owner second, round-robin last.
IB management: commissions, referral codes and sub-IBs explained
Everything a broker or master IB needs to run introducing brokers without spreadsheets.
Alphorix vs HubSpot for brokers
HubSpot is a great general CRM. Here's where it fits a broker and where it doesn't.
Meta Conversions API for brokers: send deposits, not just leads
Why Meta keeps finding cheap leads that never deposit, and how server-side deposit events fix it.
WhatsApp for broker sales teams: a compliance checklist
Move agents off personal phones and onto a logged, compliant WhatsApp setup.
5 Email Journeys every broker should run
Welcome, education, KYC nudge, FTD tiers and win-back: the five automations that pay for themselves.
Speed-to-lead benchmarks for forex sales desks
How fast is fast enough? Benchmarks and a simple SLA setup for broker desks.
Prop firm CRM: turning challenge buyers into repeat customers
How prop firms use journeys, affiliates and purchase attribution to sell more challenges.
Crypto exchange VIP desk: CRM setup guide
A step-by-step CRM setup for exchange and OTC desks serving high-value clients.
The broker retention desk: how to grow re-deposits
A first deposit is the start. Here's how the best retention desks grow client value in the first 60 days.