In Part 1, we saw the diverse cast of characters that animate the financial world. From brokers connecting buyers and sellers to investment bankers raising capital for companies, each player has an important role. But the financial ecosystem doesn’t operate in siloes. Today,...
6 min read At the heart of the finance industry are brokers and dealers. Brokers act as intermediaries, connecting buyers and sellers in various markets, such as stocks, bonds, and commodities. On the other hand, dealers trade securities directly, buying and selling them...
You already know that every interaction with your clients can make a huge difference. Building great connections keeps clients happy. But as you grow, managing customers gets harder and harder. A good Customer Relationship Management (CRM) system can help. It improves how you...
4 min read Online brokerages are booming. According to Broker Notes [1], a staggering 4.3 million people started trading in the past year. This influx of new investors has sparked fierce competition and brokers are all trying to attract these potential clients. Every...
We’re thrilled to announce that Protonix will attend the upcoming financial event iFX EXPO 2024 in Cyprus! We can’t wait to see all the new tech releases and connect with other passionate brokers. At Protonix, we understand the importance of staying ahead...
The finance industry is all about who you know and that’s why conferences are important. Conferences, expos, and FX events are great opportunities for building valuable relationships. It’s a chance to network with potential clients and partners, stay on top of industry trends,...
