Brokeree Solutions has launched its own Add-On Interview Series and the very first episode focuses on all things related to service creation. Brokeree’s own Paulina Parowicz and Anton Sokolov sat down to discuss what it takes to launch a new service as a broker, what are the key steps to consider, what service creation means in the first place as well as the role of a team and importance of innovation.
Key Takeaways
If you’re looking for a grounded, practical look at what launching new services really involves, this conversation can help. This isn’t a theory. It’s the kind of advice that can help you plan more carefully, avoid surprises, and focus on considering and delivering a service that actually fits the needs of your audience. In this brief overview, you’ll find the essential lessons shared during the conversation.
What a service is and what it consists of?
Anton, who has spent several years watching the trading industry’s ups and downs at Brokeree Solutions, describes a service as more than a one-off offering or a tech feature— it’s something that connects across all parts of a company. Especially at an enterprise level, a service affects everything from client interaction to internal processes.
If someone buys a turnkey solution and announces it to their clients, is that really a service?
Installing technology and calling it a service is shortsighted— technology by itself isn’t the service. Even if you roll out a turnkey platform, that’s only one part of the picture. What truly defines a service is how you support and engage with your clients once that tech is in place. Do you help them use it well? Do you make it fit their needs? Clients won’t measure value based on the tool alone — they’ll judge it by how it’s delivered, explained, and supported. That’s where the service begins.
What should new brokers look for in a tech provider?
The first step isn’t picking the provider. Before that brokers must do their homework by defining the audience. Too many jump in based on flashy features without first understanding who they’re serving. Knowing your target audience, what they need, and what will make them stay is crucial and once that’s clear, then it makes sense to look for a tech partner who can support those goals long-term.
What are the crucial points new brokers must address before starting?
Everything starts with understanding the client. The entire structure of a service depends on who it’s built for. Are you going after experienced traders who want minimal hand-holding and better tools, or are you focusing on first-time traders who need additional education and support? Ignoring that difference can lead to wasted effort and poor engagement. Moreover, that choice also shapes your marketing approach, your platform setup, even the kind of team you’ll need to manage it all.
Should new brokers aim for innovation or stick to traditional solutions?
Innovation is good only when it solves a real client need. Too often, brokers add “trendy”, “bold” new features just to stand out or because someone else has them, forgetting what traders often prefer – stable, familiar tools. Focusing on delivering value before worrying about “innovating” is the key, because chasing trends without purpose can lead to more problems than benefits.
How can brokers stand out if they use the same tech as everyone else?
What’s important to remember, differentiation doesn’t come just from the tech — most brokers use the same platforms and tools. What matters is how you build a service around that tech, how it’s packaged, supported, and communicated. For example, companies that grow don’t just offer copy trading; they wrap it in competitions, workshops, better transparency, or strong client support. That’s what clearly sets them apart.
What matters most when choosing a tech partner for long-term growth?
Flexibility, scalability and proven performance are the key aspects here. Some smaller tech providers may look great at first but might not support you as you grow. Choosing a partner that’s proven, can handle increased client numbers and trading volume, and allows you to adapt the service as your business evolves will impact the long-term success of your offering.
What do brokers often overlook when launching a new service?
Many brokers focus too much on the setup and too little on the ongoing cost especially as the service grows. There are long-term support costs, team requirements, and licensing fees that brokers tend to underestimate. What looks affordable at the pilot stage can quickly grow expensive once clients come on board, so plan with that in mind to avoid service breakdowns and unexpected fees.
How important is a dedicated team for launching a new service?
A new service isn’t going to run itself. You need people who are responsible for its day-to-day success — someone to talk to clients, manage the tech, and make improvements. Without a dedicated team, the service will feel like an afterthought, and clients will notice.
What’s the smoothest process for launching a new service?
Avoid guessing games. Be specific in what you want to achieve and why. In simple words: identify the problem you want to solve, figure out who you’re serving, research the competition, then choose tech that matches your goals. Once you have that foundation, plan the numbers — not just the launch budget but also ongoing maintenance and growth. Then roll it out carefully, watch the client response, and adjust as you go.
Make sure to subscribe to Brokeree Solutions Youtube Channel and stay tuned for more episodes on meaningful topics.
About Add-On Interview Series
Brokeree Add-On Interview Series is designed to bring together thought leaders and key stakeholders to uncover and address the most pressing challenges and novelty within and beyond the online trading industry.
As the title suggests, these interviews hosted by Brokeree Solutions aim to add on to the evolving landscape of online trading fostering stronger collaboration and driving innovation in the trading and fintech ecosystem overall. Each interview serves as a platform to exchange insights, share expertise, and explore actionable solutions that empower brokers, tech and other service providers to overcome pain points, adapt to evolving market demands, and unlock new opportunities for growth.
