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The future of broker SaaS is being driven by three powerful shifts: AI, deep personalization, and gamification. FX and CFD brokers are moving away from static, one-size-fits-all platforms and adopting intelligent, adaptive systems that help them launch faster, automate more, and engage better.
Partner retention does not start after activation. It starts during onboarding. The first 30 days define how an IB perceives your brokerage. A slow or confusing onboarding experience signals operational weakness. As a result, partners disengage early, or shift focus to competing brokers.
The FX/CFD industry is entering a phase where traditional acquisition models are no longer sustainable. Paid traffic costs continue to climb. Regulations add operational pressure. And traders are more selective than ever. In this environment, brokers must find smarter ways to grow without inflating costs.
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