Brokers: 5 Steps to an FX Client Engagement Solution
(A five-step process to simplify how you get a client engagement solution on board for your FX sales team).
Blue sky thinking is driving brokers to act on how to use digital transformation to build something:
• customers want to have,
• that will make their lives easier,
• add real value to their world and
• create a great banking experience.
Hedgebook wants to play its part in enabling this transition and sharing the learning we have to make it easy.
This eBook explains five key steps to getting an effective digital solution on board for your broker's FX team.
What this eBook covers
- Building your business case
- How to get the most out of a demo
- Selling in and selling up
- Scoping the concept for approval
- Keeping a pilot to plan
We've tried to make it an engaging read, using real examples from brokers we've engaged with
