When we launched the Add-ons Interview Series in 2025, our goal was simple: to create space for meaningful conversations in the fintech/trading industry. We wanted to go beyond surface-level discussions of trading platforms and technologies to ask deeper questions: How does innovation translate into real client value for brokerages, and how do we, as an...
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KYC has always been a fundamental part of brokerage operations. But with stricter regulatory requirements the pressure on brokerages to modernize their KYC processes has significantly increased. In the latest episode of Brokeree Add-on Interview Series, host Paulina Parowicz sits down with the CEO of Dynamic Works, Angelos Gregoriou, to explore how KYC is evolving...
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In the fourth episode of the Brokeree Add-on Series, we explored the crucial role of CRM systems as well as copy trading in shaping modern and up-to-date brokerages. In this episode, Paulina Parowicz (Brokeree Solutions) and Nicole Demosthenous (FXBO) discuss how a robust CRM can enhance broker operations, improve client relationships, and facilitate copy trading....
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