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

Loyalty. Make engagement part of the operation.

Create structured customer engagement and loyalty programmes connected to activity inside Syntellicore, rather than managing incentives in a disconnected tool.

Loyalty. Make engagement part of the operation.

Rewards need a relationship to the customer journey.

A programme is harder to manage when customer activity, reward rules and engagement visibility live in different places.

Without Loyalty

  • Rewards managed separately from customer activity
  • Manual tracking of programme progress
  • Incentives without shared customer context
  • Different teams working from different information

With Loyalty

  • Structured engagement programmes
  • Activity connected to programme rules
  • Reward and tier context in the customer journey
  • A platform-connected view of engagement

How Loyalty fits the workflow.

01

Define the programme

Shape a loyalty programme around your customer engagement goals and the activities you want to recognise.

Programme structureQualifying activityReward rules
02

Connect customer activity

Connect programme progress and referrals to your brokerage's configured engagement rules and customer records.

Customer activityProgramme progressTier context
03

Keep engagement visible

Bring programme visibility into the customer experience and keep it connected to the broader Syntellicore operation.

Customer visibilityEngagement contextConnected platform

One journey. Connected at every step.

  1. 1 Programme Structure defined
  2. 2 Customer Activity connected
  3. 3 Progress Rules applied
  4. 4 Reward Incentive recognised
  5. 5 Engagement Relationship continues

Loyalty, connected to Syntellicore.

The same customer, the same context, the same operational platform.

The capabilities behind the workflow.

Structured loyalty programmesReward rulesTier-based incentives

Programme participationEngagement milestonesReferral incentives

Programme visibilityCustomer progressConnected activity

Connect loyalty to the customer journey.

Explore Loyalty in a walkthrough shaped around your brokerage.