Expediting International Onboarding for Foreign Exchange Brokers

Case Study: Learn how Trulioo helps forex brokers balance security and convenience while expediting customer onboarding internationally.

Trulioo — Case Study

58%

The

Challenge

With clients around the world,

foreign exchange (forex) brokers

must securely onboard customers

in accordance with a patchwork

of strict Anti-Money Laundering

(AML) laws and Know Your

Customer (KYC) processes.

Forex fraud is a constant risk. The U.S. Commodity

Futures Trading Commission has a standing advisory

that offers tips and guidance for spotting forex fraud.

While forex brokers must comply with regulations

safeguarding against fraud, they also know customers

expect streamlined and convenient onboarding

experiences. In the fast-paced world of forex,

cumbersome account creation creates the risk of

trader abandonment.

But security also rates high with consumers, who are

more willing to accept some friction during online

onboarding as a sign that companies value safety.

A 2022 study commissioned by Trulioo found that 58%

of consumers are more tolerant of identity verification

than they were two to three years previously, and 78%

are more comfortable with the process taking longer

or involving more steps.

As the rapidly expanding digital economy brings new

entrants — often those with less-established identities

— into the forex market, brokers will continue to face

the challenge of striking the right balance between

security and the optimal user experience.

58% of consumers are more tolerant

of identity verification than they were

two to three years previously.

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