Rethinking FX sales – unlocking margin and client value through modern technology

For banks seeking to retain and grow their foreign exchange business, a superior client experience is critical. With unprecedented access to real-time pricing data and a queue of liquidity providers, clients now demand speed, transparency and responsiveness from their sales coverage.

Yet many banks still rely on fragmented systems, manual workflows and spreadsheets that quietly erode profitability and client trust. The result? Missed opportunities, inconsistent pricing, operational risk and sales teams wasting time with admin instead of adding value.

In this white paper, industry practitioners explain why legacy FX sales tools are now a commercial liability – and how modern, human-centred technology can unlock margin, productivity and better client outcomes.

Insights include:

• Why fragmented FX sales workflows create hidden costs and risk
• How modern platforms free up hours per salesperson, every day
• The role of modular, phased transformation in reducing disruption
• How better tools improve hit ratios, transparency and client experience

The paper is essential reading for FX sales leaders, heads of eFX, trading technology and front-office transformation teams seeking a competitive edge.

Download the paper to see how smarter FX sales technology delivers real results, fast.