Without Mobile App
- A desktop-only client journey
- Separate mobile and back-office context
- Fragmented account access
- Disconnected customer touchpoints
Mobile App. Your client experience, on the move.
Extend your brokerage's branded client experience to mobile, keeping account information, funding and customer access connected to Syntellicore.
Your clients do not leave their accounts at their desks.
A mobile experience should be part of the client relationship, not a separate channel your teams have to manage in isolation.
With Mobile App
- A branded mobile extension
- Account context connected to Syntellicore
- Funding within the customer journey
- A consistent relationship across channels
How Mobile App fits the workflow.
01
Carry your brand into mobile
Make the mobile experience an extension of your brokerage rather than a separate destination.
Branded experienceClient accessConnected profile
02
Put account context within reach
Bring the account and wallet view into the mobile client experience, connected to the same underlying operation.
Account overviewWallet contextFunding requests
03
Keep the operation connected
Mobile touchpoints remain part of the Syntellicore customer journey, with the back office managing the operational side.
Client requestShared customer recordBack-office workflow
One journey. Connected at every step.
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1 Access Open the branded app
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2 Profile Connect to the client
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3 Accounts View account context
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4 Funding Start a client request
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5 Operation Keep desks connected
Mobile App, connected to Syntellicore.
The same customer, the same context, the same operational platform.
The capabilities behind the workflow.
Branded mobile appClient accessCustomer profile
Account overviewWallet contextDeposit and withdrawal journey
Client Area extensionShared customer contextBack-office workflows
Bring your brokerage closer to your clients.
Explore Mobile App in a walkthrough shaped around your brokerage.