There’s a clear trend in the industry: more brokers are moving toward dedicated Forex brokerage CRM systems instead of using generic CRMs. The reason is simple. Brokerage operations have unique needs—trader segmentation, partner hierarchies, compliance workflows, and platform integrations. A specialized Forex brokerage CRM handles these complexities out of the box. It gives you better control over sales, retention, risk, and client lifecycle without patching together multiple tools.