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,...
It’s undeniable that mobile phones have transcended their initial purpose of facilitating distant conversations on the go. Over the past two decades, computer technology has made significant strides, leading to the integration of computers into cellular communication devices. This merger has given rise...
We frequently get the same reaction when we talk about the possibilities of email marketing with recently established brokerage owners: a mixture of doubt and uncertainty. It’s as though we’ve pushed for the use of outdated forms of communication like fax machines and...
