Streamlined Client Onboarding & Compliance: How iTech Supports Licensed Operations
Wednesday,20/08/2025|06:01GMTby
FM
iTech's CRM and trading platform caters specifically to regulated brokers.
Credible brokers understand the value of operating in a regulated environment. It reinforces their commitment to transparency, trustworthiness, and ensures a smooth trading experience. Above all, it protects brokers’ clients and their funds. This is precisely why iTech Software offers regulated and licensed brokers such a high value proposition. Meeting the region’s required legal obligations can be time-consuming, increasing both required labour hours, costs, and potentially causing client frustration.
Worst of all, any human errors during a regulated onboarding process may cause avoidable dropouts during the most crucial stage of a broker's acquisition funnel, conversion. With iTech’s one-stop solutions, brokers can minimise both development cost and time to market, even in regulated locations, minimising preventable loss of conversions.
Get Direct Insights with Client Profile and Questionnaire
During the sign-up process, a seamlessly integrated questionnaire can provide a broker with all the necessary information to meet regulatory prerequisites. Gain even more valuable insights directly from clients with the client card functionality: view profiles, documents, payments, activities and meetings in a consolidated workflow and interface.
This helps brokers understand their clients better, analyse their behaviours and when needed adjust their offerings on the fly.
Automate Costly KYC Operations
One of the biggest bottlenecks for regulated brokers and clients trading in regulated markets is the KYC process. Human error can cause lost conversions, unnecessary frustration, and a protracted process.
By automating the KYC process, brokers can minimise avoidable losses and costs. iTech’s solution also unifies and automates all procedures related to the KYC process, including assigning statuses, approvals and rejections, resubmissions of documents, and reporting, further minimising labour costs. Clients can also see the current status of their KYC approval in real-time, which increases customer satisfaction. It also frees resources from customer support teams for more urgent requests and queries.
Data and Client Security
The iBuilt-in Compliance solution also removes the need to use third-party software to process and analyse clients’ sensitive information. Keeping all information in-house minimises the potential for third-party data leaks or security compromises.
iTech’s enhanced data protection technology means you offer a much more secure product to your customers, reinforcing your brand’s reliability and dedication to security. Adding to these security benefits is the ability to automate password resets without the intervention of a customer support agent. A client can secure their account immediately when they experience a security issue or simply forget their password. Ultimately, this feature helps increase customer satisfaction and minimise the resources needed to perform this operation manually.
An Adaptable CRM & Trading Platform
Brokers and financial service providers often operate in numerous locations with varying licensing and regulatory requirements. This is why iTech’s solutions are adaptable. This includes a CRM with deep levels of dashboard customisation, business intelligence insights, and advanced statistical analysis.
iCRM allows brokers to run practically everything client-facing from a single interface. This includes setting up hyper-focused personalised offers and targeted marketing campaigns to account for different incentivisation limits in various locales. The backend allows for an unparalleled level of adjustability so regulated brokers can have a solution that perfectly fits their use case and objectives. Here is just a small list of what iCRM offers:
● A dealing desk section for valuable trading behaviour statistics
● Customisable and granular statistical charts, including by asset or currency insights
● User-defined dashboard
A Straight to Market Trading Solution
Offer clients everything from TradingView integration, 1000+ assets, including 130+ cryptocurrencies, to popular social trading. Save resources and development costs with this all-in-one and customisable solution.
Create bespoke tradable bundles with up to 7 assets. Adjust them or create new bundles easily through the CRM.
Over 10 liquidity providers ensure smooth operation, competitive pricing, and market-beating execution.
Launch Your Brokerage in One Week
iTech’s comprehensive suite of products covers the needs of any broker from A to Z, including those that are yet to be launched. In just one week, iTech and its expert team can help you launch your own brokerage, website, client-facing and back-end, and trading infrastructure. The leading fintech firm can also host websites.
Minimise time to market even further with dozens of attractive and contemporary website designs. Work with an in-house Design and development specialist to customise and align it with your existing or new brand.
Launching a new brand or streamlining your operations? Between 4 and 5 September, iTech Software will be attending Affiliate World Budapest 2025. Contact the team to arrange a meeting in advance.
Credible brokers understand the value of operating in a regulated environment. It reinforces their commitment to transparency, trustworthiness, and ensures a smooth trading experience. Above all, it protects brokers’ clients and their funds. This is precisely why iTech Software offers regulated and licensed brokers such a high value proposition. Meeting the region’s required legal obligations can be time-consuming, increasing both required labour hours, costs, and potentially causing client frustration.
Worst of all, any human errors during a regulated onboarding process may cause avoidable dropouts during the most crucial stage of a broker's acquisition funnel, conversion. With iTech’s one-stop solutions, brokers can minimise both development cost and time to market, even in regulated locations, minimising preventable loss of conversions.
Get Direct Insights with Client Profile and Questionnaire
During the sign-up process, a seamlessly integrated questionnaire can provide a broker with all the necessary information to meet regulatory prerequisites. Gain even more valuable insights directly from clients with the client card functionality: view profiles, documents, payments, activities and meetings in a consolidated workflow and interface.
This helps brokers understand their clients better, analyse their behaviours and when needed adjust their offerings on the fly.
Automate Costly KYC Operations
One of the biggest bottlenecks for regulated brokers and clients trading in regulated markets is the KYC process. Human error can cause lost conversions, unnecessary frustration, and a protracted process.
By automating the KYC process, brokers can minimise avoidable losses and costs. iTech’s solution also unifies and automates all procedures related to the KYC process, including assigning statuses, approvals and rejections, resubmissions of documents, and reporting, further minimising labour costs. Clients can also see the current status of their KYC approval in real-time, which increases customer satisfaction. It also frees resources from customer support teams for more urgent requests and queries.
Data and Client Security
The iBuilt-in Compliance solution also removes the need to use third-party software to process and analyse clients’ sensitive information. Keeping all information in-house minimises the potential for third-party data leaks or security compromises.
iTech’s enhanced data protection technology means you offer a much more secure product to your customers, reinforcing your brand’s reliability and dedication to security. Adding to these security benefits is the ability to automate password resets without the intervention of a customer support agent. A client can secure their account immediately when they experience a security issue or simply forget their password. Ultimately, this feature helps increase customer satisfaction and minimise the resources needed to perform this operation manually.
An Adaptable CRM & Trading Platform
Brokers and financial service providers often operate in numerous locations with varying licensing and regulatory requirements. This is why iTech’s solutions are adaptable. This includes a CRM with deep levels of dashboard customisation, business intelligence insights, and advanced statistical analysis.
iCRM allows brokers to run practically everything client-facing from a single interface. This includes setting up hyper-focused personalised offers and targeted marketing campaigns to account for different incentivisation limits in various locales. The backend allows for an unparalleled level of adjustability so regulated brokers can have a solution that perfectly fits their use case and objectives. Here is just a small list of what iCRM offers:
● A dealing desk section for valuable trading behaviour statistics
● Customisable and granular statistical charts, including by asset or currency insights
● User-defined dashboard
A Straight to Market Trading Solution
Offer clients everything from TradingView integration, 1000+ assets, including 130+ cryptocurrencies, to popular social trading. Save resources and development costs with this all-in-one and customisable solution.
Create bespoke tradable bundles with up to 7 assets. Adjust them or create new bundles easily through the CRM.
Over 10 liquidity providers ensure smooth operation, competitive pricing, and market-beating execution.
Launch Your Brokerage in One Week
iTech’s comprehensive suite of products covers the needs of any broker from A to Z, including those that are yet to be launched. In just one week, iTech and its expert team can help you launch your own brokerage, website, client-facing and back-end, and trading infrastructure. The leading fintech firm can also host websites.
Minimise time to market even further with dozens of attractive and contemporary website designs. Work with an in-house Design and development specialist to customise and align it with your existing or new brand.
Launching a new brand or streamlining your operations? Between 4 and 5 September, iTech Software will be attending Affiliate World Budapest 2025. Contact the team to arrange a meeting in advance.
IronFX Celebrates 15 Years of Creating Strong Partnerships
Marketing in 2026 Audiences, Costs, and Smarter AI
Marketing in 2026 Audiences, Costs, and Smarter AI
As brokers eye B2B business and compete with fintechs and crypto exchanges alike, marketers need to act wisely with often limited budgets. AI can offer scalable solutions, but only if used properly.
Join seasoned marketing executives and specialists as they discuss the main challenges they identify in financial services in 2026 and how they address them.
Attendees of this session will walk away with:
- A nuts-and-bolts account of acquisition costs across platforms and geos
- Analysis of today’s multi-layered audience segments and differences in behaviour
- First-hand account of how global brokers balance consistency and local flavour
- Notes from the field about intelligently using AI and automation in marketing
Speakers:
-Yam Yehoshua, Editor-In-Chief at Finance Magnates
-Federico Paderni, Managing Director for Growth Markets in Europe at X
-Jo Benton, Chief Marketing Officer, Consulting | Fractional CMO
-Itai Levitan, Head of Strategy at investingLive
-Roberto Napolitano, CMO at Innovate Finance
-Tony Cross, Director at Monk Communications
#fmls #fmls25 #fmevents #FintechMarketing #AI #DigitalStrategy #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As brokers eye B2B business and compete with fintechs and crypto exchanges alike, marketers need to act wisely with often limited budgets. AI can offer scalable solutions, but only if used properly.
Join seasoned marketing executives and specialists as they discuss the main challenges they identify in financial services in 2026 and how they address them.
Attendees of this session will walk away with:
- A nuts-and-bolts account of acquisition costs across platforms and geos
- Analysis of today’s multi-layered audience segments and differences in behaviour
- First-hand account of how global brokers balance consistency and local flavour
- Notes from the field about intelligently using AI and automation in marketing
Speakers:
-Yam Yehoshua, Editor-In-Chief at Finance Magnates
-Federico Paderni, Managing Director for Growth Markets in Europe at X
-Jo Benton, Chief Marketing Officer, Consulting | Fractional CMO
-Itai Levitan, Head of Strategy at investingLive
-Roberto Napolitano, CMO at Innovate Finance
-Tony Cross, Director at Monk Communications
#fmls #fmls25 #fmevents #FintechMarketing #AI #DigitalStrategy #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Much like their traders in the market, brokers must diversify to manage risk and stay resilient. But that can get costly, clunky, and lengthy.
This candid panel brings together builders across the trading infrastructure space to uncover the shifting dynamics behind tools, interfaces, and full-stack ambitions.
Attendees will hear:
-Why platform dependency has become one of the most overlooked risks in the trading business?
-Buy vs. build: What do hybrid models look like, and why are industry graveyards filled with failed ‘killer apps’?
-How AI is already changing execution, risk, and reporting—and what’s next?
-Which features, assets, and tools gain the most traction, and where brokers should look for tech-driven retention?
Speakers:
-Stephen Miles, Chief Revenue Officer at FYNXT
-John Morris, Co-Founder at FXBlue
-Matthew Smith, Group Chair & CEO at EC Markets
-Tom Higgins, Founder & CEO at Gold-i
-Gil Ben Hur, Founder at 5% Group
#fmls #fmls25 #fmevents #Brokers #Trading #Fintech #FintechInnovation #TradingTechnology #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Much like their traders in the market, brokers must diversify to manage risk and stay resilient. But that can get costly, clunky, and lengthy.
This candid panel brings together builders across the trading infrastructure space to uncover the shifting dynamics behind tools, interfaces, and full-stack ambitions.
Attendees will hear:
-Why platform dependency has become one of the most overlooked risks in the trading business?
-Buy vs. build: What do hybrid models look like, and why are industry graveyards filled with failed ‘killer apps’?
-How AI is already changing execution, risk, and reporting—and what’s next?
-Which features, assets, and tools gain the most traction, and where brokers should look for tech-driven retention?
Speakers:
-Stephen Miles, Chief Revenue Officer at FYNXT
-John Morris, Co-Founder at FXBlue
-Matthew Smith, Group Chair & CEO at EC Markets
-Tom Higgins, Founder & CEO at Gold-i
-Gil Ben Hur, Founder at 5% Group
#fmls #fmls25 #fmevents #Brokers #Trading #Fintech #FintechInnovation #TradingTechnology #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Educators, IBs, And Other Regional Growth Drivers
Educators, IBs, And Other Regional Growth Drivers
When acquisition costs rise and AI generated reviews are exactly as useful as they sound, performing and fair partners can make or break brokers.
This session looks at how these players are shaping access, trust and user engagement, and what the most effective partnership models look like in 2025.
Key Themes:
- Building trader communities through education and local expertise
- Aligning broker incentives with long-term regional strategies
- Regional regulation and the realities of compliant acquisition
- What’s next for performance-driven partnerships in online trading
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Zander Van Der Merwe, Key Individual & Head of Sales at TD Markets
-Brunno Huertas, Regional Manager – Latin America at Tickmill
-Paul Chalmers, CEO at UK Trading Academy
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #BrokerGrowth #FintechPartnerships #RegionalMarkets
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
When acquisition costs rise and AI generated reviews are exactly as useful as they sound, performing and fair partners can make or break brokers.
This session looks at how these players are shaping access, trust and user engagement, and what the most effective partnership models look like in 2025.
Key Themes:
- Building trader communities through education and local expertise
- Aligning broker incentives with long-term regional strategies
- Regional regulation and the realities of compliant acquisition
- What’s next for performance-driven partnerships in online trading
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Zander Van Der Merwe, Key Individual & Head of Sales at TD Markets
-Brunno Huertas, Regional Manager – Latin America at Tickmill
-Paul Chalmers, CEO at UK Trading Academy
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #BrokerGrowth #FintechPartnerships #RegionalMarkets
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
The Leap to Everything App: Are Brokers There Yet?
The Leap to Everything App: Are Brokers There Yet?
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Mind The Gap: Can Retail Investors Save the UK Stock Market?
Mind The Gap: Can Retail Investors Save the UK Stock Market?
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
