Forex CRM | Back Office System

Syntellicore is a powerful CRM and Back Office system developed for Forex Brokerages and Financial Organisations who are dedicated to offering a higher level of Customer and Partner Experience. Syntellicore is integrated with an intuitive Trader's Room, it can be customised to match the Broker's exact business model and optimised to match existing complex procedures through a user friendly approach.

Dynamic Reporting
Dynamic Reporting

Generate various valuable reports using the advanced configurable Reporting Tools provided. Use rich and fully customizable dashboards to visualize comparisons, manage risk and compliance, view patterns and trends in sales, as well as in marketing. Every report you will ever need can be accommodated within your Forex CRM.

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Integration with MT4 / MT5
Integration with MT4 / MT5

Seamless two way integration with trading platforms, such as MT4 and MT5, in combination with the "single wallet" concept integrating a single customer profile with multiple trading platforms and multiple trading accounts. Syntellicore Forex CRM gives you full access to trading information such as consolidated customer balances, customer transactions and risk indicators.

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Lead Management
Lead Management

Increase sales, save time, and grow your business by improving prospect and customer experiences through all existing touch points of your business

Customer / Account Management
Customer / Account Management

Managing your customers becomes easier and more efficient than ever before. Keep your customers happy and loyal by maintaining top level support throughout your business.

Maintain Compliance
Maintain Compliance

Control information flow and account opening procedures using advanced intelligent risk detection filtering tools. Control compliance documents uploaded from the Traders Room using Workflow Engine. Provide status reports, improve operations and organise information. Have it ready when required.

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Marketing Automation
Marketing Automation

Syntellicore Marketing Automation Auto Responded module is configurable via a modern, user friendly control panel.  Emails/SMS messages can be sent based on intelligent criteria. You will be able to set a combination of criteria for following up with your leads and customers in a modern, personalized, intelligent, targeted way.

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Multi-Tier IB System
Multi-Tier IB System

The Syntellicore IB System makes the management of IB simple and easy. It is a 3-M system: multi-tier, multi-campaign, multi-schemed. The system is assimilated to your business needs through your CRM, making it an easy-to-manage tool.

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Information Security
Information Security

Your customer information is your most valuable asset! You now have the option to keep critical customer data in a secure environment and with a trusted vendor within your premises or on our highest security hosted environment. Dynamic Works is certified with ISO9001 and ISO27001 for Information Security.

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Auto KYC & AML
Auto KYC & AML

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. ...

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A single point from which the MetaTrader Server Group Settings are configured
A single point from which the MetaTrader Server Group Settings are configured

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 ...

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Expandable and scalable CRM through the App Store
Expandable and scalable CRM through the App Store

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.

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MiFID II/MiFIR Reporting
MiFID II/MiFIR Reporting

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 ...

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Meta Trader Terminal with possibly less than 1ms latency in a SaaS format
Meta Trader Terminal with possibly less than 1ms latency in a SaaS format

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 ...

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Automated Sales Pool Channels – Automation and flexibility in client management
Automated Sales Pool Channels – Automation and flexibility in client management

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.

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Zendesk Tracking
Zendesk Tracking

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 ...

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Notifications
Notifications

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.

Campaign Module
Campaign Module

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

API
API

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

Flexible & Customisable CRM

Automate | Coordinate | Increase Sales

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Working with you closely for the optimum result

Our main aim at Dynamic Works is to make sure that each one of our customers have the system they have been dreaming about. Usually, Syntellicore covers 100% of what a Broker might need plus it offers a number of additional rich features and GUI parameterization capabilities. However there are cases where, mainly established Brokers, have existing procedures and logic that they wish to maintain and improve. Out team works closely with you to ensure that your staff and your customers feel that they have a system that makes their life easier.

Services we offer
  • Requirement Analysis
  • CRM and Traders Room Customization
  • Technical Support and Maitnenance
  • Trading Systems Infrastructure Resourcing
  • Hosting
Services Details

Traders Room | Clients Area

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