If time is money, most brokerages are still tipping coins into a leaky fountain. Hours vanish into manual onboarding, endless KYC chases, duplicate payment reconciliations, and commission calculations so tangled they could qualify as modern art.
So what are the the winners doing? They’re not hiring more staff to patch the holes, but rather letting automation do the heavy lifting, clawing back 20 hours (or more) every single week.
This isn’t hype, it’s math and we will unravel all the mystery behind it so you can use automation to save 20 hours a week like most top brokers are already doing.
The Math of Lost Hours: Where Do the 20 Hours Go?
Let’s be honest:
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Onboarding drag: Manual form-checking + client emails = ~5 hours/week wasted per ops staffer.
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Payment reconciliation: Copy-paste between PSP portals and your CRM = 3–4 hours/week.
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IB/affiliate commissions: Spreadsheets + “who referred who” email archaeology = 6–8 hours/week.
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Reporting chaos: Manually building Excel snapshots for management and regulators = 5 hours/week.
That’s easily 20+ hours that could have been spent growing your book, not babysitting your processes.
Automation in Action: How To Gain Back 20 Hours?
So how do top brokers claw those 20 hours back?
1) Automated Onboarding & KYC
No more chasing clients for the fifth time. Smart CRMs like FXBO trigger reminders, auto-validate documents, and plug into multiple KYC providers. The result: applications processed in minutes, not days.
Case in point: Signicat found 68% of financial clients abandon long onboarding journeys. Brokers who streamline here don’t just save time, they keep clients from bailing mid-application.
2) PSP Orchestration & Reconciliation
Instead of juggling ten PSP dashboards, automation pipes every deposit/withdrawal into a single console. Settlement mismatches are flagged instantly, reconciliations done in the background. Brokers using FXBO CRM’s orchestration tools report going from “spreadsheet detectives” to “strategic overseers.”
3) Commission Calculations on Autopilot
The affiliate web is messy, you’ve got tiered commissions, multi-level referrals, and cross-asset payouts all over the place. Automated systems calculate in real-time, apply the correct tiers, and push payouts without manual intervention. What used to take days can now it’s an API call.
4) Automated Reporting & Compliance
Generate daily, weekly, and regulatory reports straight from your CRM’s engine room. No “Excel Frankenstein” builds, no copy-paste marathons. With FXBO, when regulators ask, you hit “export,” not “panic.”
Beyond Time-Saving: The Hidden Wins
Sure, saving 20 hours/week per team is a headline, but automation also unlocks:
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Fewer errors: Humans are prone to make a mistake, mistake, scripts don’t.
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Happier staff: Ops teams get out of grunt work and into value-add.
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Scalable growth: You don’t need to double your back office every time you double your clients.
McKinsey research shows companies that aggressively automate cut costs by 10–15% while scaling faster. For brokers, that translates into margins that compound instead of evaporate.
How To Save 20 Hours A Week Using Automation?
Top brokers aren’t working harder but rather smarter by outsourcing the grunt work to automation and freeing up 20 hours a week to focus on strategy, clients, and scaling.
The question is: will your back office keep burning hours like it was in 1999, or will you let automation buy you back the one currency you can’t get more of; time?
The secret weapon of it all is the right automation tool for your brokerage, and here’s where FXBO CRM comes into play. With over 300 integrations, 250 plus satisfied clients, and an ISO 21700 certification, FXBO CRM has earned the ultimate forex CRM for a reason. Request a demo today and test it for yourself!