Latest opinions that Elena Berestovaya has shared on Finextra

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Elena Berestovaya

Owner, Chief Marketing Officer

Ubanksy.com, UpTrader Software Design

Member since

23 Dec 2021

Location

New York

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Elena's opinions

Top-5 Forex CRM Providers 2024

Choosing a Forex CRM is a significant decision, as its capabilities can shape the trajectory of your business. Yes, it requires thorough research to pinpoint the right fit. While this process might seem daunting and exhaustive, it's absolutely crucial. Ultimately, the decision often boils down to a balance of cost and quality. But there are subtle...

19 October 2023 /cloud /startups Fintech

How to Choose Best Forex CRM for Your Brokerage?

Currently, in the Forex Fintech market, there are numerous CRM systems offered for brokers. So, on what criteria should one select the best CRM for your brokerage company? We present a list of parameters based on the requests of clients from Forex CRM Provider UpTrader that will help guide your choice. The CRM should be designed specifically for...

07 September 2023 /startups Fintech

A-book/B-book brokers: what the difference is and how to make a right choice

Ever pondered the difference between A-book and B-book risk models in forex while selecting a broker? Or considered which model suits your brokerage venture best? What do these terms imply? Who acts as a forex market maker? How much do these brokers really make? Let's dive deeper! At first glance, forex trading seems straightforward for traders: c...

14 August 2023 /sustainable /markets Fintech

Be Picky! - A Working Marketing Strategy for New Forex Startups

At UpTrader, we often come across forex brokers who struggle with stagnant sales growth. To address this challenge, they may try various approaches such as improving their software, adding new assets, changing their workforce, or seeking out new Forex CRM systems. While all of these strategies have their merit, let's explore some marketing advice ...

24 February 2023 /wealth /startups Marketing in Financial Services

Customer service as a method to increase customer loyalty and retention for Forex CRM Provider

What happened? What problem did we solve? Once again, a developer nervously told a support engineer that the issue the customer is experiencing is not on our side. He added that it was at least the 4th time that he was answering this particular question and that it would be worth remembering it. The support manager got offended and replied that

27 October 2022 /startups /markets Customer Service 2015-2019-2025

The perfect storm on the financial market: an opportunity to open a brokerage in Asia?

The conflict between Russia and Ukraine revealed a global crisis of confidence and strained relations between countries. The US is talking to any opposition only to imply sanctions: "If you do not do as we say, we will impose sanctions against you, if you do as we say, we will lift the sanctions imposed on you earlier". This rhetoric can...

30 March 2022 /markets /predictions Asia Financial Services

Who would benefit from the legalisation of crypto, other than miners?

It seems that the Ministry of Finance and the Central Bank of the Russian Federation have managed to overcome the crisis known in psychology as the Kübler-Ross model. It describes five stages of dealing with a crisis situation, beginning with denial and continuing with anger, bargaining, depression, and, finally, acceptance. Apparently, this is wh...

19 February 2022 /regulation /crypto Law and Finance

5 must-haves for your copy trading platform

Nowadays, copy trading services offer a lot of ready-made solutions for brokers. Some companies even choose to develop this kind of software themselves, which, in our opinion, is not always reasonable in terms of cost and, of course, the result. Today we would like to talk about ready-made cloud trading platforms and how to choose the best one. Ba...

13 January 2022 /cloud Fintech

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