Forex CRM | Back Office 系统

用户可以使用该系统提供的先进的可配置工具来生成的各种有价值的报告。也可以使用丰富且完全可定制的显示板来进行可视化比较、管理风险以及合规性、查看销售和市场营销中的模式和趋势。 Syntellicore Forex CRM可以满足您对于报告的任何需要。

与MT4和MT5等交易平台无缝双向集成，结合单一客户资料与多个交易平台和多个交易账户的“单一钱包”概念。 Syntellicore Forex CRM使您可以完全访问交易信息，例如合并的客户余额，客户资金流和风险指标。

通过改善潜在的以及现有的客户的体验来增加销售、节省时间并且扩大业务范围。

您将比以往更加轻松高效地管理您的客户。同时在整个业务过程中时刻保持最高级别的支持，也能让您客户的满意度和忠诚度持续增加。

通过先进的智能风险检测过滤工具来控制信息流和开户程序。使用工作流引擎来控制从交易室上传的合规文件。提供状态报告，提高运营效率，整合信息。以备不时之需。

Syntellicore的自动化营销模块可以通过一个现代化的用户友好型的控制面板进行配置。您可以基于智能标准发送电子邮件/SMS短信。您将能够以现代，个性化，智能化，目标化的方式设置一系列标准，以便跟进您的潜在和现有客户。

Syntellicore IB系统使IB的管理变得简单易行。 它是一个3-M系统：多层级，多活动，多方案。 该系统通过您的CRM可以满足您的业务需求，使其成为易于管理的工具。

客户信息是您最宝贵的资产！您现在可以将关键的客户数据保存在安全的环境中，您可以选择自己信任的地点与供应商联系，或使用我们提供的最高的安全托管环境。Dynamic Works已经通过ISO9001和ISO27001的信息安全认证。

The AI-based verification services, allow you to fulfil your Automated KYC and AML compliance obligations. Syntellicore is embedded with a rich selection of approved automated Document, Name, ID, Address, Date of Birth, Face, and AML verification. ...

Financial Institutions are now able to configure all their MetaTrader Server Group settings – keeping daily operations simple by consolidating the important parts of their business into one backend portal, Syntellicore. The smooth interaction ...

Dynamic Works has introduced a fully integrated and rich App Store. The App Store is powerful yet easy to use, providing the ability to the Broker to change or expand the entire system in no time.

With the increased obligations of the financial institutions set out by the Markets in Financial Instruments Directive (MiFID II) along with Markets in Financial Investments Regulation (MiFIR), Syntellicore offers MiFID II/MiFIR Reporting which ...

DGM RemAPP is a solution that delivers the MetaTrader Terminal in a SaaS format, with possibly less than 1ms latency; operable on iOS, Android, Linux, MAC and all browsers. Financial institutions can now monitor and manage their customers’ DGM ...

With the Sales Pool Module customers are automatically assigned to the various sales pools, streamlining the sales processes within the enterprise. The sales and retention pools are easily configurable.

Syntellicore is fully integrated with Zendesk, keeping all communication with potential and existing customers made through Zendesk Chat, consolidated into each customer’s record. The brokerage firm can analyse the history of communication ...

While the backend user’s eyes are not on the dashboard, push notifications bring backend users to action important client related pending tasks promptly, trimming down the wait time.

Full monitoring of leads, conversions and metrics. Leads and Customers can sign up to Events or Webinars, through forms and APIs.

API is made available for “read/write” data to Syntellicore.