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Automating FX Brokerage Operations

Automating FX Brokerage Operations

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As automation technologies become increasingly accessible, we’re going to review how FX brokers are starting to explore new ideas and gravitate to best practices when looking to automate some stages of the brokerage business cycle.

We’ll review automation cases that speed up brokerage operations, reduce staff load, cut brokerage costs, and increase client satisfaction rates. Automation also allows brokerage staff to focus on higher-value tasks and achieve consistent results with fewer errors inherent to human operators.

You will learn:

In order to keep things relatively simple we have divided the ebook into three main sections.

Marketing, sales & retention automation
Customer support automation
Risk management automation
Automating FX Brokerage Operations