Syntellicore | CRM and Traders Room | Forex | FX | Brokers - Loyalty Program

A next-generation retention system that drives continuous engagement and rewards traders for activity, referrals, and performance. Fully configurable, flexible, and built to increase client lifetime value.

Purpose

Designed to help brokers enhance trader engagement and retention through structured incentives.

• Boost Client Retention
• Increase Trading Activity
• Encourage Word-of-Mouth Referrals
• Strengthen Brand Loyalty
• Reward Long-Term Commitment

Multi-Programme Structure

Create multiple loyalty journeys tailored to your clients.

Standard Programme

Available for all clients; ideal for large-scale engagement.

VIP Programme

Exclusive, reward-rich experience for premium clients.

Hybrid Programme

Combine:

• Rebates + Loyalty Points (single tier)
  or
• Configure “either / or” logic based on your retention strategy.

Multi-Level Tiers

Reward clients progressively as they trade more.

• Bronze
• Silver
• Gold
• Platinum

Higher tiers = higher earning power + exclusive benefits.

Flexible Client Enrollment

Choose the access model that best fits your business strategy.

• Public Access – Open to all traders
• Exclusive Access – Invitation-only, sent by existing loyalty members
• Private Access – Admin-controlled enrollment
• IB Enrollment – Tailored loyalty paths for introducing brokers

Performance Evaluation

Automated performance cycles ensure fairness and transparency.

• System-defined cycle (e.g., every 30 days)
• Automatic tier promotions (Bronze → Silver)
• Automatic tier demotions (Gold → Bronze)
• Fully data-driven, no manual intervention required.

Reward Structures

Reward clients based on the activities that matter most to your brokerage.

• Points Per Lot
• Points Per Deal
• Points Per Referral
• Tier-Based Multipliers (higher tiers earn faster)

Redeemable Gifts

Offer real incentives that match your brand and trading activity levels.

Tangible Rewards

• iPhone 15 Plus — 1,250 points
• 5-Star Hotel Accommodation — 750 points
• Flight to Bali — 1,000 points

Digital Rewards

Credited directly to the Syntellicore Wallet:

• $100 Wallet Credit — 200 points
• $200 Wallet Credit — 350 points
• $650 Wallet Credit — 950 points

Designing the Ideal Loyalty Strategy

Syntellicore offers full flexibility to align the program with your commercial goals.

Point Expiration

• Yes → Boosts short-term trading activity but may create pressure on clients
• No → Builds long-term loyalty and stable engagement
• Small vs Big Gifts → For less or more points according to your strategy