Executive moves that dominated the week's news for the forex, crypto and fintech industries.
This week, there has been a consistent number of new executive appointments within the forex, crypto, and fintech industries, mirroring the trend from the previous week. This observation highlights the dynamic nature of financial technology, which consistently evolves over time.
The past week saw executive appointments spanning multiple sectors, with prominent leaders taking on new roles across various industries. Fireblocks appoints Michal Ferguson as Chief Marketing Officer; Green Dot Corporation names Melissa Douros as Chief Product Officer; CPT Markets UK elevates Razvan Rotaru to Head of Institutional Sales; CFI Dubai welcomes Omar Khaled as Global Head of Marketing; SquaredFinancial promotes Chrysovalantis Karageorgiou to Chief Operations Officer; Blueberry Markets appoints Govinda Pathak as Head of Marketing; additionally, Vanguard undergoes a leadership transition with Tim Buckley's retirement and Greg Davis assuming the role of President. These strategic moves reflect a focus on innovation, customer-centric solutions, and growth amidst evolving market trends.
Delve into the exciting realm of executive transitions spanning the forex, cryptocurrency, and fintech sectors with our weekly recap. Submerge yourself in the fluid landscape of leadership changes within the financial technology industry, where evolution is constant.
Executive Moves of the Week
Fireblocks Appoints Marketing Expert to Capitalize on Crypto Boom
Fireblocks, a leading enterprise platform for digital asset management and blockchain innovation, has appointed Michal Ferguson as its new Chief Marketing Officer. Ferguson's cybersecurity and developer marketing background, combined with her experience at high-growth software organizations, positions her to drive Fireblocks' marketing strategies. Her appointment coincides with the company's strategic move to leverage the demand for secure blockchain infrastructure amid record-high Bitcoin prices and growing crypto interest.
The crypto market's remarkable expansion, with a market cap surpassing $2.5 trillion, underscores the increasing institutional interest in digital assets. Fireblocks, experiencing significant growth mirroring industry trends, has recorded impressive metrics in outbound volume, transactions, and active wallets. This growth reflects Fireblocks' commitment to security, scalability, and customer success. With a reinforced leadership team and strategic expansions like the acquisition of BlockFold, Fireblocks is well-equipped to navigate the current market surge and emerge as a leading provider of digital asset management solutions.
Green Dot Names Melissa Douros as the Chief Product Officer
Green Dot Corporation has placed Melissa Douros as its Chief Product Officer, bringing her extensive experience in digital transformation from Discover Financial Services. Douros' appointment signifies Green Dot's commitment to enhancing customer-centric financial solutions. With her background in leading digital transformations, Douros is expected to drive innovation and elevate banking experiences at the firm. Her focus on operational excellence aligns with the company's mission to provide seamless, affordable, and confident banking services to all.
Green Dot Corporation, a financial technology and registered bank holding company, aims to democratize banking services through a broad range of financial products and services, including debit, credit, and prepaid cards. The appointment of Douros reflects Green Dot's strategic focus on growth and innovation. Leveraging its digital banking platform, GO2bank, Green Dot offers mobile banking services and customized money management solutions, reaching millions of customers nationwide through its extensive retail distribution network.
Expose more about Green Dot's commitment to innovation and customer-centric financial solutions under Melissa Douros's leadership.
CPT Markets UK Welcomes Razvan Rotaru as Head of Institutional Sales
CPT Markets UK, a forex and contracts for differences broker, has elevated Razvan Rotaru to the role of Head of Institutional Sales, enhancing its sales strategy. With extensive experience in institutional and retail sales, Rotaru's background equips him to lead CPT Markets UK's institutional sales efforts effectively. Rotaru's appointment reflects the company's commitment to strengthening its institutional sales team and fostering client relationships.
CPT Markets UK's revenue growth in the fiscal year 2022, reaching £787,845, signifies the effectiveness of its infrastructure reorganization and expansion efforts. Despite increased sales costs, the company's focus on broadening its product range, including equities and fixed income, underscores its commitment to enhancing market access and product diversity. With a turnover growth of 39%, CPT Markets UK aims to expand its global presence and offerings.
Omar Khaled Takes On Global Head of Marketing Role at CFI Dubai
Omar Khaled steps into the role of Global Head of Marketing at CFI Dubai, marking a significant milestone in his career journey. With a wealth of experience in shaping marketing strategies across various financial institutions, Khaled is poised to contribute to the continued success of the esteemed brokerage firm. His tenure at MultiBank Group and Amana, characterized by strategic leadership and innovative campaigns, underscores his ability to drive brand growth and market presence.
CFI Financial Group's strategic partnership with Paris Saint-Germain (PSG) solidifies its global footprint and innovative approach. Aligning finance with elite sports, the partnership with PSG aims to leverage the club's global recognition to expand CFI's reach and offer tailored promotions to clients and PSG fans alike. This collaboration underscores CFI's commitment to global expansion and reinforces its position as a leading brokerage firm in the industry.
Exclusive: SquaredFinancial Appoints New COO with Internal Promotion
SquaredFinancial, a leading fintech firm, has elevated Chrysovalantis Karageorgiou to the role of Chief Operations Officer. Karageorgiou's promotion underscores his exceptional leadership and expertise within the company. Having previously served as Global Head of Operations at PrimeXM, Karageorgiou is well-equipped to drive critical departments within SquaredFinancial, including Back Office, Clients Accounting, Products, and Business Intelligence.
SquaredFinancial's commitment to transparency and combating financial deceit is evident through its proactive measures. The company has fortified its compliance and risk teams and implemented advanced fraud prevention frameworks to address fraudulent activities swiftly. Understanding prevalent forms of fraud in the fintech sector, SquaredFinancial emphasizes the importance of resilient IT infrastructure and cybersecurity.
Investigate more about SquaredFinancial's strategic focus on transparency and combating financial deceit through Karageorgiou's appointment as COO.
Govinda Pathak, Source: LinkedIn
Blueberry Markets Onboards New Marketing Head as Prop Trading Industry Demand Soars
Sydney-based retail broker Blueberry Markets has bolstered its team with the appointment of Govinda Pathak as the Head of Marketing. Pathak's role is pivotal as the brokerage collaborates with prop trading firms, aiming to enhance its service offerings. With a background in driving global growth at Stake, an investment platform, Pathak brings valuable experience to Blueberry Markets. His mandate includes shaping the brokerage's marketing strategy, marking his first foray into the world of over-the-counter derivatives, including forex and CFDs.
Founded in 2015 by Dean Hyde, Blueberry Markets has steadily expanded its leadership team, recently appointing Christopher Nelson-Smith as the Head of Trading and Operations. Nelson-Smith's focus on maximizing trading revenue underscores Blueberry's commitment to optimizing its product offerings, covering FX, metals, commodities, cryptocurrencies, indices, and Share CFDs. Regulated by ASIC and authorized in offshore jurisdictions, Blueberry Markets continues to strengthen its position in the retail brokerage landscape.
Vanguard’s CEO Tim Buckley Bows Out after 33 Years; Greg Davis Appointed President
Tim Buckley, the Chairman and CEO of Vanguard, has retired after 33 years. His successor, Greg Davis, previously the Chief Investment Officer, stepped into the role of President. Under Buckley's leadership, Vanguard expanded its global client base to over 50 million users, with assets under management reaching nearly $9 trillion. His legacy includes the proliferation of Vanguard's advice business, digitization initiatives, and enhanced client service. As Buckley transitions, Vanguard's Board of Directors embarks on a search for his successor, considering both internal and external candidates.
Greg Davis, with a 24-year tenure at Vanguard, assumes the role of President. Since his appointment as CIO in 2017, Davis has overseen Vanguard's $8 trillion global portfolio, spanning fixed income, equity index, and quantitative equity groups. However, Vanguard's decision not to offer BTC products has sparked discussions, aligning with its investment philosophy focused on traditional asset classes.
Identify more about Vanguard's leadership transition and its stance on product diversification amidst evolving market trends and regulatory challenges.
This week, there has been a consistent number of new executive appointments within the forex, crypto, and fintech industries, mirroring the trend from the previous week. This observation highlights the dynamic nature of financial technology, which consistently evolves over time.
The past week saw executive appointments spanning multiple sectors, with prominent leaders taking on new roles across various industries. Fireblocks appoints Michal Ferguson as Chief Marketing Officer; Green Dot Corporation names Melissa Douros as Chief Product Officer; CPT Markets UK elevates Razvan Rotaru to Head of Institutional Sales; CFI Dubai welcomes Omar Khaled as Global Head of Marketing; SquaredFinancial promotes Chrysovalantis Karageorgiou to Chief Operations Officer; Blueberry Markets appoints Govinda Pathak as Head of Marketing; additionally, Vanguard undergoes a leadership transition with Tim Buckley's retirement and Greg Davis assuming the role of President. These strategic moves reflect a focus on innovation, customer-centric solutions, and growth amidst evolving market trends.
Delve into the exciting realm of executive transitions spanning the forex, cryptocurrency, and fintech sectors with our weekly recap. Submerge yourself in the fluid landscape of leadership changes within the financial technology industry, where evolution is constant.
Executive Moves of the Week
Fireblocks Appoints Marketing Expert to Capitalize on Crypto Boom
Fireblocks, a leading enterprise platform for digital asset management and blockchain innovation, has appointed Michal Ferguson as its new Chief Marketing Officer. Ferguson's cybersecurity and developer marketing background, combined with her experience at high-growth software organizations, positions her to drive Fireblocks' marketing strategies. Her appointment coincides with the company's strategic move to leverage the demand for secure blockchain infrastructure amid record-high Bitcoin prices and growing crypto interest.
The crypto market's remarkable expansion, with a market cap surpassing $2.5 trillion, underscores the increasing institutional interest in digital assets. Fireblocks, experiencing significant growth mirroring industry trends, has recorded impressive metrics in outbound volume, transactions, and active wallets. This growth reflects Fireblocks' commitment to security, scalability, and customer success. With a reinforced leadership team and strategic expansions like the acquisition of BlockFold, Fireblocks is well-equipped to navigate the current market surge and emerge as a leading provider of digital asset management solutions.
Green Dot Names Melissa Douros as the Chief Product Officer
Green Dot Corporation has placed Melissa Douros as its Chief Product Officer, bringing her extensive experience in digital transformation from Discover Financial Services. Douros' appointment signifies Green Dot's commitment to enhancing customer-centric financial solutions. With her background in leading digital transformations, Douros is expected to drive innovation and elevate banking experiences at the firm. Her focus on operational excellence aligns with the company's mission to provide seamless, affordable, and confident banking services to all.
Green Dot Corporation, a financial technology and registered bank holding company, aims to democratize banking services through a broad range of financial products and services, including debit, credit, and prepaid cards. The appointment of Douros reflects Green Dot's strategic focus on growth and innovation. Leveraging its digital banking platform, GO2bank, Green Dot offers mobile banking services and customized money management solutions, reaching millions of customers nationwide through its extensive retail distribution network.
Expose more about Green Dot's commitment to innovation and customer-centric financial solutions under Melissa Douros's leadership.
CPT Markets UK Welcomes Razvan Rotaru as Head of Institutional Sales
CPT Markets UK, a forex and contracts for differences broker, has elevated Razvan Rotaru to the role of Head of Institutional Sales, enhancing its sales strategy. With extensive experience in institutional and retail sales, Rotaru's background equips him to lead CPT Markets UK's institutional sales efforts effectively. Rotaru's appointment reflects the company's commitment to strengthening its institutional sales team and fostering client relationships.
CPT Markets UK's revenue growth in the fiscal year 2022, reaching £787,845, signifies the effectiveness of its infrastructure reorganization and expansion efforts. Despite increased sales costs, the company's focus on broadening its product range, including equities and fixed income, underscores its commitment to enhancing market access and product diversity. With a turnover growth of 39%, CPT Markets UK aims to expand its global presence and offerings.
Omar Khaled Takes On Global Head of Marketing Role at CFI Dubai
Omar Khaled steps into the role of Global Head of Marketing at CFI Dubai, marking a significant milestone in his career journey. With a wealth of experience in shaping marketing strategies across various financial institutions, Khaled is poised to contribute to the continued success of the esteemed brokerage firm. His tenure at MultiBank Group and Amana, characterized by strategic leadership and innovative campaigns, underscores his ability to drive brand growth and market presence.
CFI Financial Group's strategic partnership with Paris Saint-Germain (PSG) solidifies its global footprint and innovative approach. Aligning finance with elite sports, the partnership with PSG aims to leverage the club's global recognition to expand CFI's reach and offer tailored promotions to clients and PSG fans alike. This collaboration underscores CFI's commitment to global expansion and reinforces its position as a leading brokerage firm in the industry.
Exclusive: SquaredFinancial Appoints New COO with Internal Promotion
SquaredFinancial, a leading fintech firm, has elevated Chrysovalantis Karageorgiou to the role of Chief Operations Officer. Karageorgiou's promotion underscores his exceptional leadership and expertise within the company. Having previously served as Global Head of Operations at PrimeXM, Karageorgiou is well-equipped to drive critical departments within SquaredFinancial, including Back Office, Clients Accounting, Products, and Business Intelligence.
SquaredFinancial's commitment to transparency and combating financial deceit is evident through its proactive measures. The company has fortified its compliance and risk teams and implemented advanced fraud prevention frameworks to address fraudulent activities swiftly. Understanding prevalent forms of fraud in the fintech sector, SquaredFinancial emphasizes the importance of resilient IT infrastructure and cybersecurity.
Investigate more about SquaredFinancial's strategic focus on transparency and combating financial deceit through Karageorgiou's appointment as COO.
Govinda Pathak, Source: LinkedIn
Blueberry Markets Onboards New Marketing Head as Prop Trading Industry Demand Soars
Sydney-based retail broker Blueberry Markets has bolstered its team with the appointment of Govinda Pathak as the Head of Marketing. Pathak's role is pivotal as the brokerage collaborates with prop trading firms, aiming to enhance its service offerings. With a background in driving global growth at Stake, an investment platform, Pathak brings valuable experience to Blueberry Markets. His mandate includes shaping the brokerage's marketing strategy, marking his first foray into the world of over-the-counter derivatives, including forex and CFDs.
Founded in 2015 by Dean Hyde, Blueberry Markets has steadily expanded its leadership team, recently appointing Christopher Nelson-Smith as the Head of Trading and Operations. Nelson-Smith's focus on maximizing trading revenue underscores Blueberry's commitment to optimizing its product offerings, covering FX, metals, commodities, cryptocurrencies, indices, and Share CFDs. Regulated by ASIC and authorized in offshore jurisdictions, Blueberry Markets continues to strengthen its position in the retail brokerage landscape.
Vanguard’s CEO Tim Buckley Bows Out after 33 Years; Greg Davis Appointed President
Tim Buckley, the Chairman and CEO of Vanguard, has retired after 33 years. His successor, Greg Davis, previously the Chief Investment Officer, stepped into the role of President. Under Buckley's leadership, Vanguard expanded its global client base to over 50 million users, with assets under management reaching nearly $9 trillion. His legacy includes the proliferation of Vanguard's advice business, digitization initiatives, and enhanced client service. As Buckley transitions, Vanguard's Board of Directors embarks on a search for his successor, considering both internal and external candidates.
Greg Davis, with a 24-year tenure at Vanguard, assumes the role of President. Since his appointment as CIO in 2017, Davis has overseen Vanguard's $8 trillion global portfolio, spanning fixed income, equity index, and quantitative equity groups. However, Vanguard's decision not to offer BTC products has sparked discussions, aligning with its investment philosophy focused on traditional asset classes.
Identify more about Vanguard's leadership transition and its stance on product diversification amidst evolving market trends and regulatory challenges.
Coming from a background in English Education, Tom joined Finance Magnates in Autumn 2020, originally as a Content Specialist and Proofreader in his first year. Having completed three successful years with the FM News desk, he has since worked with the team as both an editor and a proofreader.
Previously, he spent almost two decades in the field of education, working around the globe at different institutions and companies, which has influenced him considerably after being immersed in various cultures and business environments.
Now fully developed in this field, he is relishing the challenge of constantly adapting to the ever-changing fintech industry and all the developments that arise.
He holds a bachelor's degree in Marketing and a higher diploma in English Teaching from Cambridge University.
Australian Broker Blueberry Builds Out LATAM Team With Another Hire
Featured Videos
Regulation Roundup: Setup, Compliance, and Hidden Costs of Entry
Regulation Roundup: Setup, Compliance, and Hidden Costs of Entry
Regulation Roundup: Setup, Compliance, and Hidden Costs of Entry
Regulation Roundup: Setup, Compliance, and Hidden Costs of Entry
As Singapore's capital-intensive requirements leave only a few retail brokers active in the city-state, there are many opportunities to be made in and around.
This session gathers regulators, advisors, and operators who have set up across multiple APAC jurisdictions to break down figures, what's working, what's breaking, and what's next.
Attendees will walk away with:
Survey of capital thresholds and other requirements across regions in APAC
Nuanced understanding of Singapore's role in the retail trading space
Glimpse into parallel developments in digital assets and RWA
As Singapore's capital-intensive requirements leave only a few retail brokers active in the city-state, there are many opportunities to be made in and around.
This session gathers regulators, advisors, and operators who have set up across multiple APAC jurisdictions to break down figures, what's working, what's breaking, and what's next.
Attendees will walk away with:
Survey of capital thresholds and other requirements across regions in APAC
Nuanced understanding of Singapore's role in the retail trading space
Glimpse into parallel developments in digital assets and RWA
As Singapore's capital-intensive requirements leave only a few retail brokers active in the city-state, there are many opportunities to be made in and around.
This session gathers regulators, advisors, and operators who have set up across multiple APAC jurisdictions to break down figures, what's working, what's breaking, and what's next.
Attendees will walk away with:
Survey of capital thresholds and other requirements across regions in APAC
Nuanced understanding of Singapore's role in the retail trading space
Glimpse into parallel developments in digital assets and RWA
As Singapore's capital-intensive requirements leave only a few retail brokers active in the city-state, there are many opportunities to be made in and around.
This session gathers regulators, advisors, and operators who have set up across multiple APAC jurisdictions to break down figures, what's working, what's breaking, and what's next.
Attendees will walk away with:
Survey of capital thresholds and other requirements across regions in APAC
Nuanced understanding of Singapore's role in the retail trading space
Glimpse into parallel developments in digital assets and RWA
Rails for Growth: 'Payments as Infrastructure' for Financial Superapps
Rails for Growth: 'Payments as Infrastructure' for Financial Superapps
Rails for Growth: 'Payments as Infrastructure' for Financial Superapps
Rails for Growth: 'Payments as Infrastructure' for Financial Superapps
Rails for Growth: 'Payments as Infrastructure' for Financial Superapps
Rails for Growth: 'Payments as Infrastructure' for Financial Superapps
For fintechs who try to capture the retail investment crowd, payments can be a game-changer from user experience to back-office plumbing.
This session brings together builders from across the payment ecosystem to examine how new rails are altering the way capital moves in APAC and beyond.
Attendees will walk away with:
A clear view of how stablecoins, on-chain settlement, and tokenised money are being used in live institutional workflows today
Understanding of what MAS initiatives like Project Orchid and Project Bloom signal for the future of digital money in Singapore's capital markets
Insight into how mobile-first fund platforms and digital distribution channels are pulling payment infrastructure closer to the point of investment
Perspective on the compliance and custody challenges firms face when payments, trading, and settlement converge on the same rails
For fintechs who try to capture the retail investment crowd, payments can be a game-changer from user experience to back-office plumbing.
This session brings together builders from across the payment ecosystem to examine how new rails are altering the way capital moves in APAC and beyond.
Attendees will walk away with:
A clear view of how stablecoins, on-chain settlement, and tokenised money are being used in live institutional workflows today
Understanding of what MAS initiatives like Project Orchid and Project Bloom signal for the future of digital money in Singapore's capital markets
Insight into how mobile-first fund platforms and digital distribution channels are pulling payment infrastructure closer to the point of investment
Perspective on the compliance and custody challenges firms face when payments, trading, and settlement converge on the same rails
For fintechs who try to capture the retail investment crowd, payments can be a game-changer from user experience to back-office plumbing.
This session brings together builders from across the payment ecosystem to examine how new rails are altering the way capital moves in APAC and beyond.
Attendees will walk away with:
A clear view of how stablecoins, on-chain settlement, and tokenised money are being used in live institutional workflows today
Understanding of what MAS initiatives like Project Orchid and Project Bloom signal for the future of digital money in Singapore's capital markets
Insight into how mobile-first fund platforms and digital distribution channels are pulling payment infrastructure closer to the point of investment
Perspective on the compliance and custody challenges firms face when payments, trading, and settlement converge on the same rails
For fintechs who try to capture the retail investment crowd, payments can be a game-changer from user experience to back-office plumbing.
This session brings together builders from across the payment ecosystem to examine how new rails are altering the way capital moves in APAC and beyond.
Attendees will walk away with:
A clear view of how stablecoins, on-chain settlement, and tokenised money are being used in live institutional workflows today
Understanding of what MAS initiatives like Project Orchid and Project Bloom signal for the future of digital money in Singapore's capital markets
Insight into how mobile-first fund platforms and digital distribution channels are pulling payment infrastructure closer to the point of investment
Perspective on the compliance and custody challenges firms face when payments, trading, and settlement converge on the same rails
For fintechs who try to capture the retail investment crowd, payments can be a game-changer from user experience to back-office plumbing.
This session brings together builders from across the payment ecosystem to examine how new rails are altering the way capital moves in APAC and beyond.
Attendees will walk away with:
A clear view of how stablecoins, on-chain settlement, and tokenised money are being used in live institutional workflows today
Understanding of what MAS initiatives like Project Orchid and Project Bloom signal for the future of digital money in Singapore's capital markets
Insight into how mobile-first fund platforms and digital distribution channels are pulling payment infrastructure closer to the point of investment
Perspective on the compliance and custody challenges firms face when payments, trading, and settlement converge on the same rails
For fintechs who try to capture the retail investment crowd, payments can be a game-changer from user experience to back-office plumbing.
This session brings together builders from across the payment ecosystem to examine how new rails are altering the way capital moves in APAC and beyond.
Attendees will walk away with:
A clear view of how stablecoins, on-chain settlement, and tokenised money are being used in live institutional workflows today
Understanding of what MAS initiatives like Project Orchid and Project Bloom signal for the future of digital money in Singapore's capital markets
Insight into how mobile-first fund platforms and digital distribution channels are pulling payment infrastructure closer to the point of investment
Perspective on the compliance and custody challenges firms face when payments, trading, and settlement converge on the same rails
From Rewards to Retention: The 5 Loyalty Program Mistakes Brokers Need To Avoid (Case Study)
From Rewards to Retention: The 5 Loyalty Program Mistakes Brokers Need To Avoid (Case Study)
From Rewards to Retention: The 5 Loyalty Program Mistakes Brokers Need To Avoid (Case Study)
From Rewards to Retention: The 5 Loyalty Program Mistakes Brokers Need To Avoid (Case Study)
From Rewards to Retention: The 5 Loyalty Program Mistakes Brokers Need To Avoid (Case Study)
From Rewards to Retention: The 5 Loyalty Program Mistakes Brokers Need To Avoid (Case Study)
Acquisition is getting more expensive. Most brokers already know that. The harder question is what happens after the client funds the account.
This session looks at how broker loyalty programmes are moving from “nice-to-have rewards” into a serious retention layer inside the client portal.
In this session, Desmond Leong, CEO of Returning.AI, will break down the practical mechanics behind high-performing broker loyalty programmes: what to reward, what not to reward, how onshore and offshore entities need different incentive structures, what belongs in the rewards store, and how brokers can recycle reward budgets back into trading value instead of letting them disappear as pure cost.
The talk will cover common mistakes brokers make when launching loyalty programmes, including copying retail-style rewards, ignoring jurisdictional constraints, over-relying on bonuses, failing to connect rewards to lifecycle stages, and measuring vanity engagement instead of retention, LTV, CAC payback, deposits, and active trading behaviour.
Attendees will leave with a clear do-and-don’t framework they can use to pressure-test their own loyalty strategy.
Why loyalty is no longer a “nice-to-have” marketing feature for brokers
The building blocks of any loyalty program and what they mean: points, tiers, missions, stores, leaderboards, boosters, and cashback-style mechanics
Understanding of how key regulators read loyalty incentives and where the compliance lines are
What should go in the rewards store, and what quietly destroys ROI
How trading credits, rebates, VIP perks, education, and service benefits can recycle value back into the brokerage
The 5 mistakes brokers should avoid when building or buying a loyalty programme
Real figures from a live deployment: what moved in daily activity, tier progression, and trader spend
Acquisition is getting more expensive. Most brokers already know that. The harder question is what happens after the client funds the account.
This session looks at how broker loyalty programmes are moving from “nice-to-have rewards” into a serious retention layer inside the client portal.
In this session, Desmond Leong, CEO of Returning.AI, will break down the practical mechanics behind high-performing broker loyalty programmes: what to reward, what not to reward, how onshore and offshore entities need different incentive structures, what belongs in the rewards store, and how brokers can recycle reward budgets back into trading value instead of letting them disappear as pure cost.
The talk will cover common mistakes brokers make when launching loyalty programmes, including copying retail-style rewards, ignoring jurisdictional constraints, over-relying on bonuses, failing to connect rewards to lifecycle stages, and measuring vanity engagement instead of retention, LTV, CAC payback, deposits, and active trading behaviour.
Attendees will leave with a clear do-and-don’t framework they can use to pressure-test their own loyalty strategy.
Why loyalty is no longer a “nice-to-have” marketing feature for brokers
The building blocks of any loyalty program and what they mean: points, tiers, missions, stores, leaderboards, boosters, and cashback-style mechanics
Understanding of how key regulators read loyalty incentives and where the compliance lines are
What should go in the rewards store, and what quietly destroys ROI
How trading credits, rebates, VIP perks, education, and service benefits can recycle value back into the brokerage
The 5 mistakes brokers should avoid when building or buying a loyalty programme
Real figures from a live deployment: what moved in daily activity, tier progression, and trader spend
Acquisition is getting more expensive. Most brokers already know that. The harder question is what happens after the client funds the account.
This session looks at how broker loyalty programmes are moving from “nice-to-have rewards” into a serious retention layer inside the client portal.
In this session, Desmond Leong, CEO of Returning.AI, will break down the practical mechanics behind high-performing broker loyalty programmes: what to reward, what not to reward, how onshore and offshore entities need different incentive structures, what belongs in the rewards store, and how brokers can recycle reward budgets back into trading value instead of letting them disappear as pure cost.
The talk will cover common mistakes brokers make when launching loyalty programmes, including copying retail-style rewards, ignoring jurisdictional constraints, over-relying on bonuses, failing to connect rewards to lifecycle stages, and measuring vanity engagement instead of retention, LTV, CAC payback, deposits, and active trading behaviour.
Attendees will leave with a clear do-and-don’t framework they can use to pressure-test their own loyalty strategy.
Why loyalty is no longer a “nice-to-have” marketing feature for brokers
The building blocks of any loyalty program and what they mean: points, tiers, missions, stores, leaderboards, boosters, and cashback-style mechanics
Understanding of how key regulators read loyalty incentives and where the compliance lines are
What should go in the rewards store, and what quietly destroys ROI
How trading credits, rebates, VIP perks, education, and service benefits can recycle value back into the brokerage
The 5 mistakes brokers should avoid when building or buying a loyalty programme
Real figures from a live deployment: what moved in daily activity, tier progression, and trader spend
Acquisition is getting more expensive. Most brokers already know that. The harder question is what happens after the client funds the account.
This session looks at how broker loyalty programmes are moving from “nice-to-have rewards” into a serious retention layer inside the client portal.
In this session, Desmond Leong, CEO of Returning.AI, will break down the practical mechanics behind high-performing broker loyalty programmes: what to reward, what not to reward, how onshore and offshore entities need different incentive structures, what belongs in the rewards store, and how brokers can recycle reward budgets back into trading value instead of letting them disappear as pure cost.
The talk will cover common mistakes brokers make when launching loyalty programmes, including copying retail-style rewards, ignoring jurisdictional constraints, over-relying on bonuses, failing to connect rewards to lifecycle stages, and measuring vanity engagement instead of retention, LTV, CAC payback, deposits, and active trading behaviour.
Attendees will leave with a clear do-and-don’t framework they can use to pressure-test their own loyalty strategy.
Why loyalty is no longer a “nice-to-have” marketing feature for brokers
The building blocks of any loyalty program and what they mean: points, tiers, missions, stores, leaderboards, boosters, and cashback-style mechanics
Understanding of how key regulators read loyalty incentives and where the compliance lines are
What should go in the rewards store, and what quietly destroys ROI
How trading credits, rebates, VIP perks, education, and service benefits can recycle value back into the brokerage
The 5 mistakes brokers should avoid when building or buying a loyalty programme
Real figures from a live deployment: what moved in daily activity, tier progression, and trader spend
Acquisition is getting more expensive. Most brokers already know that. The harder question is what happens after the client funds the account.
This session looks at how broker loyalty programmes are moving from “nice-to-have rewards” into a serious retention layer inside the client portal.
In this session, Desmond Leong, CEO of Returning.AI, will break down the practical mechanics behind high-performing broker loyalty programmes: what to reward, what not to reward, how onshore and offshore entities need different incentive structures, what belongs in the rewards store, and how brokers can recycle reward budgets back into trading value instead of letting them disappear as pure cost.
The talk will cover common mistakes brokers make when launching loyalty programmes, including copying retail-style rewards, ignoring jurisdictional constraints, over-relying on bonuses, failing to connect rewards to lifecycle stages, and measuring vanity engagement instead of retention, LTV, CAC payback, deposits, and active trading behaviour.
Attendees will leave with a clear do-and-don’t framework they can use to pressure-test their own loyalty strategy.
Why loyalty is no longer a “nice-to-have” marketing feature for brokers
The building blocks of any loyalty program and what they mean: points, tiers, missions, stores, leaderboards, boosters, and cashback-style mechanics
Understanding of how key regulators read loyalty incentives and where the compliance lines are
What should go in the rewards store, and what quietly destroys ROI
How trading credits, rebates, VIP perks, education, and service benefits can recycle value back into the brokerage
The 5 mistakes brokers should avoid when building or buying a loyalty programme
Real figures from a live deployment: what moved in daily activity, tier progression, and trader spend
Acquisition is getting more expensive. Most brokers already know that. The harder question is what happens after the client funds the account.
This session looks at how broker loyalty programmes are moving from “nice-to-have rewards” into a serious retention layer inside the client portal.
In this session, Desmond Leong, CEO of Returning.AI, will break down the practical mechanics behind high-performing broker loyalty programmes: what to reward, what not to reward, how onshore and offshore entities need different incentive structures, what belongs in the rewards store, and how brokers can recycle reward budgets back into trading value instead of letting them disappear as pure cost.
The talk will cover common mistakes brokers make when launching loyalty programmes, including copying retail-style rewards, ignoring jurisdictional constraints, over-relying on bonuses, failing to connect rewards to lifecycle stages, and measuring vanity engagement instead of retention, LTV, CAC payback, deposits, and active trading behaviour.
Attendees will leave with a clear do-and-don’t framework they can use to pressure-test their own loyalty strategy.
Why loyalty is no longer a “nice-to-have” marketing feature for brokers
The building blocks of any loyalty program and what they mean: points, tiers, missions, stores, leaderboards, boosters, and cashback-style mechanics
Understanding of how key regulators read loyalty incentives and where the compliance lines are
What should go in the rewards store, and what quietly destroys ROI
How trading credits, rebates, VIP perks, education, and service benefits can recycle value back into the brokerage
The 5 mistakes brokers should avoid when building or buying a loyalty programme
Real figures from a live deployment: what moved in daily activity, tier progression, and trader spend
Stablecoins from Experimentation to Implementation
Stablecoins from Experimentation to Implementation
Stablecoins from Experimentation to Implementation
Stablecoins from Experimentation to Implementation
Stablecoins from Experimentation to Implementation
Stablecoins from Experimentation to Implementation
With over $300 billion in stablecoins now in circulation and APAC regulators moving from frameworks to enforcement, the conversation has shifted.
Held in partnership with 8Circle, this session brings together the builders of new payment rails and the institutions putting them to work.
Attendees will walk away with:
A clear view of which stablecoin use cases have cleared proof of concept and are now operating at scale in APAC
Understanding of what the MAS Payment Services Act and Hong Kong's fiat stablecoin licensing regime mean for brokers and payment providers in practice
Insight into the infrastructure gaps firms most commonly underestimate before going live
Perspective on where the next wave of adoption is heading and what existing systems need to accommodate
With over $300 billion in stablecoins now in circulation and APAC regulators moving from frameworks to enforcement, the conversation has shifted.
Held in partnership with 8Circle, this session brings together the builders of new payment rails and the institutions putting them to work.
Attendees will walk away with:
A clear view of which stablecoin use cases have cleared proof of concept and are now operating at scale in APAC
Understanding of what the MAS Payment Services Act and Hong Kong's fiat stablecoin licensing regime mean for brokers and payment providers in practice
Insight into the infrastructure gaps firms most commonly underestimate before going live
Perspective on where the next wave of adoption is heading and what existing systems need to accommodate
With over $300 billion in stablecoins now in circulation and APAC regulators moving from frameworks to enforcement, the conversation has shifted.
Held in partnership with 8Circle, this session brings together the builders of new payment rails and the institutions putting them to work.
Attendees will walk away with:
A clear view of which stablecoin use cases have cleared proof of concept and are now operating at scale in APAC
Understanding of what the MAS Payment Services Act and Hong Kong's fiat stablecoin licensing regime mean for brokers and payment providers in practice
Insight into the infrastructure gaps firms most commonly underestimate before going live
Perspective on where the next wave of adoption is heading and what existing systems need to accommodate
With over $300 billion in stablecoins now in circulation and APAC regulators moving from frameworks to enforcement, the conversation has shifted.
Held in partnership with 8Circle, this session brings together the builders of new payment rails and the institutions putting them to work.
Attendees will walk away with:
A clear view of which stablecoin use cases have cleared proof of concept and are now operating at scale in APAC
Understanding of what the MAS Payment Services Act and Hong Kong's fiat stablecoin licensing regime mean for brokers and payment providers in practice
Insight into the infrastructure gaps firms most commonly underestimate before going live
Perspective on where the next wave of adoption is heading and what existing systems need to accommodate
With over $300 billion in stablecoins now in circulation and APAC regulators moving from frameworks to enforcement, the conversation has shifted.
Held in partnership with 8Circle, this session brings together the builders of new payment rails and the institutions putting them to work.
Attendees will walk away with:
A clear view of which stablecoin use cases have cleared proof of concept and are now operating at scale in APAC
Understanding of what the MAS Payment Services Act and Hong Kong's fiat stablecoin licensing regime mean for brokers and payment providers in practice
Insight into the infrastructure gaps firms most commonly underestimate before going live
Perspective on where the next wave of adoption is heading and what existing systems need to accommodate
With over $300 billion in stablecoins now in circulation and APAC regulators moving from frameworks to enforcement, the conversation has shifted.
Held in partnership with 8Circle, this session brings together the builders of new payment rails and the institutions putting them to work.
Attendees will walk away with:
A clear view of which stablecoin use cases have cleared proof of concept and are now operating at scale in APAC
Understanding of what the MAS Payment Services Act and Hong Kong's fiat stablecoin licensing regime mean for brokers and payment providers in practice
Insight into the infrastructure gaps firms most commonly underestimate before going live
Perspective on where the next wave of adoption is heading and what existing systems need to accommodate
Overfunded or Underregulated? The APAC Prop Trading Story
Overfunded or Underregulated? The APAC Prop Trading Story
Overfunded or Underregulated? The APAC Prop Trading Story
Overfunded or Underregulated? The APAC Prop Trading Story
Overfunded or Underregulated? The APAC Prop Trading Story
Overfunded or Underregulated? The APAC Prop Trading Story
APAC now accounts for nearly half of global prop firm sign-up growth, with emerging markets pulling away from established hubs. The pass rates, however, tell a different story.
This session brings together prop firms, regional brokers, and specialists to examine where the APAC growth story holds and where it doesn't.
Attendees will walk away with:
A clear view of which APAC markets are generating real funded trader volume versus registration noise, and why that gap matters more than the headline figures
Understanding of how mobile-first acquisition funnels and grey-market legacies complicate KYC, payout infrastructure, and regulatory standing across jurisdictions
Insight into how India, Vietnam, and Singapore are each handling the shift from offshore leverage workarounds to licensed operations
Perspective on whether the low-barrier, high-volume prop model can survive regional professionalization without hollowing out its core audience
APAC now accounts for nearly half of global prop firm sign-up growth, with emerging markets pulling away from established hubs. The pass rates, however, tell a different story.
This session brings together prop firms, regional brokers, and specialists to examine where the APAC growth story holds and where it doesn't.
Attendees will walk away with:
A clear view of which APAC markets are generating real funded trader volume versus registration noise, and why that gap matters more than the headline figures
Understanding of how mobile-first acquisition funnels and grey-market legacies complicate KYC, payout infrastructure, and regulatory standing across jurisdictions
Insight into how India, Vietnam, and Singapore are each handling the shift from offshore leverage workarounds to licensed operations
Perspective on whether the low-barrier, high-volume prop model can survive regional professionalization without hollowing out its core audience
APAC now accounts for nearly half of global prop firm sign-up growth, with emerging markets pulling away from established hubs. The pass rates, however, tell a different story.
This session brings together prop firms, regional brokers, and specialists to examine where the APAC growth story holds and where it doesn't.
Attendees will walk away with:
A clear view of which APAC markets are generating real funded trader volume versus registration noise, and why that gap matters more than the headline figures
Understanding of how mobile-first acquisition funnels and grey-market legacies complicate KYC, payout infrastructure, and regulatory standing across jurisdictions
Insight into how India, Vietnam, and Singapore are each handling the shift from offshore leverage workarounds to licensed operations
Perspective on whether the low-barrier, high-volume prop model can survive regional professionalization without hollowing out its core audience
APAC now accounts for nearly half of global prop firm sign-up growth, with emerging markets pulling away from established hubs. The pass rates, however, tell a different story.
This session brings together prop firms, regional brokers, and specialists to examine where the APAC growth story holds and where it doesn't.
Attendees will walk away with:
A clear view of which APAC markets are generating real funded trader volume versus registration noise, and why that gap matters more than the headline figures
Understanding of how mobile-first acquisition funnels and grey-market legacies complicate KYC, payout infrastructure, and regulatory standing across jurisdictions
Insight into how India, Vietnam, and Singapore are each handling the shift from offshore leverage workarounds to licensed operations
Perspective on whether the low-barrier, high-volume prop model can survive regional professionalization without hollowing out its core audience
APAC now accounts for nearly half of global prop firm sign-up growth, with emerging markets pulling away from established hubs. The pass rates, however, tell a different story.
This session brings together prop firms, regional brokers, and specialists to examine where the APAC growth story holds and where it doesn't.
Attendees will walk away with:
A clear view of which APAC markets are generating real funded trader volume versus registration noise, and why that gap matters more than the headline figures
Understanding of how mobile-first acquisition funnels and grey-market legacies complicate KYC, payout infrastructure, and regulatory standing across jurisdictions
Insight into how India, Vietnam, and Singapore are each handling the shift from offshore leverage workarounds to licensed operations
Perspective on whether the low-barrier, high-volume prop model can survive regional professionalization without hollowing out its core audience
APAC now accounts for nearly half of global prop firm sign-up growth, with emerging markets pulling away from established hubs. The pass rates, however, tell a different story.
This session brings together prop firms, regional brokers, and specialists to examine where the APAC growth story holds and where it doesn't.
Attendees will walk away with:
A clear view of which APAC markets are generating real funded trader volume versus registration noise, and why that gap matters more than the headline figures
Understanding of how mobile-first acquisition funnels and grey-market legacies complicate KYC, payout infrastructure, and regulatory standing across jurisdictions
Insight into how India, Vietnam, and Singapore are each handling the shift from offshore leverage workarounds to licensed operations
Perspective on whether the low-barrier, high-volume prop model can survive regional professionalization without hollowing out its core audience
