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Introducing brokers are switching brokers more frequently than ever before. Understanding why IBs switch brokers has become a core strategic requirement for FX and multi-asset brokerages operating in competitive and margin-sensitive environments.
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.
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