Forex Back Office Software Providers | FX CRM & Back Office Systems

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Forex CRM

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Forex CRM

Forex CRM | Back Office System

Syntellicore is a powerful CRM and Back Office solution tailored for Forex Brokerages and Financial Organizations focused on superior Customer and Partner Experience. Integrated with an intuitive Traders' Room and complemented by a customizable, white-labeled mobile application, Syntellicore aligns seamlessly with any brokerage's business model. It optimizes complex processes while providing a user-friendly interface, ensuring that every interaction is streamlined and effective.

Main Features

Integrated Business Intelligence and Reporting System

Enhance decision-making with Syntellicore's native Reporting System and Integrated Business Intelligence. This powerful combination delivers actionable insights and analytics, helping you optimize operations and strategize effectively. Gain a comprehensive view of your business performance, identify trends, and make data-driven decisions to drive growth and success.

Integration with MT4 / MT5 and Other Leading Trading Platforms

Syntellicore seamlessly integrates with major trading platforms such as MT4, MT5, Vertex, cTrader, and MatchTrader, supporting the 'single wallet' concept for unified account management across platforms.

Lead Management and Automation

Maximize efficiency with Syntellicore’s lead management, which automates lead attribution and directly assigns leads to appropriate agent pools. This streamlines operations and enhances response times, boosting sales and improving customer service.

Lead / Customer / Account Management

Syntellicore’s Customer/Account Management module simplifies and automates client interactions, allowing you to customize client information and respond to inquiries swiftly. Complementing the advanced attribution and automation capabilities, this module helps enhance service quality, boost customer loyalty, and streamline operations. Experience an intuitive system designed to improve efficiency and customer satisfaction.

Advanced Compliance Management

Syntellicore’s compliance management enhances efficiency with dynamic and managed questionnaires, intelligent risk detection, and precise KYC scoring. This robust system simplifies the regulated onboarding process, ensuring compliance and data security while adapting seamlessly to each customer’s specific needs.

Enhance Your Marketing Efforts with Precision and Ease

Enhance Your Marketing Efforts with Precision and Ease

Configure personalized email and SMS campaigns easily with Syntellicore’s user-friendly Auto Responder module. Automate and tailor communications to enhance engagement and drive results.

Safeguard Your Customer Data with Syntellicore

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.

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. Users can be verified within 30-60 seconds.

Streamline Platform Operations with Group Management

Syntellicore’s Group Management feature simplifies the configuration of trading platform account group settings and enhances account opening with user-friendly options. Seamlessly integrated with the Multi-tier Rebate Module, it provides flexibility and control, centralizing operations in one efficient backend portal.

Enhance Your CRM with Syntellicore’s Versatile App Store

Discover the power of Syntellicore’s App Store, a standout feature designed to enhance and expand your CRM capabilities. This user-friendly marketplace offers hundreds of apps for configuring and customizing your system, with the vast majority available at no extra cost. Brokers can effortlessly tailor their CRM to meet evolving business needs, ensuring a flexible and up-to-date system without additional expenses.

Prepare for MiFID II/MiFIR Reporting with Syntellicore

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 covers many relevant requirements.

Automated Distribution of Leads and Customers

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 Integrated with Zendesk chat and Support

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 with clients from all members of the team, be it by phone, chat, email and ticketing.

Stay Proactive with Syntellicore’s Notification System

Ensure timely responses with Syntellicore’s robust notification system. Even when backend users are not actively monitoring the dashboard, the system alerts them to important client-related tasks that need immediate attention.

Enhance Your Marketing with Syntellicore’s Campaign Module

Syntellicore’s Campaign Module offers comprehensive monitoring of leads, conversions, and other key metrics to maximize the effectiveness of your marketing efforts. This tool empowers your team to track the entire marketing funnel in real-time, from initial engagement to final conversion, enhancing both strategy and execution.

Elevate Your Business with Syntellicore’s RESTful API

Syntellicore’s API bridges your existing digital assets—whether websites, web applications, mobile apps, or other software—with your custom in-house trader’s room or Mobile App through a robust set of RESTful Web Services. This API adheres to the standard HTTP protocol, ensuring compatibility with a wide array of HTTP clients.

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Services we offer

CRM and Client-Facing Touchpoints Customization
Requirement Analysis
24/7 Support & Maintenance
Trading Systems Infrastructure Resourcing
Syntellicore CRM Integration Services
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Get a 360° View of the CRM Features

The Syntellicore IB System makes the management of IB simple and easy. The IB system incorporates feedback from users resulting in a system designed essentially by the user for the user.   The three M’s:  the Syntellicore IB is a 3-M system:   Multi-tier Multi-campaign Multi-schemed   Multi-tier refers to the system’s ability of unlimited levels of referrals of an IB, sub-IB, sub-sub-IB, and so on.   Multi-campaign refers to the potential of the system for each IB having more than one campaign. This gives the IB the ability to perform A/B testing hence monitor how well his/her marketing campaigns perform.  In addition, the rebate schemes are actually connected directly to each campaign.   Multi-scheme refers to the feature that makes defining multiple rebate schemes possible, binding each scheme to campaigns, giving access to different IB’s different rebate schemes. Syntellicore features a powerful, yet easy to use rebate scheme builder which in most cases can cover all your needs. If, however a custom-developed rebate is desired, this can be accommodated as well.   The system is fully managed and assimilated to your business needs through your CRM making it an easy-to-manage tool with all the information you need at a click of a button.   The user-friendly screens allow easy access to a plethora of information needed to manage your accounts from Dashboards, clients, trading actions, payments, API info.  The Syntellicore IB system encompasses fully customized tables and information according to your business needs.  The enhanced graphics assist you in tracking monthly activities with important month-to-month comparisons to track progress.  You can create your own rebate structure for each campaign or use one of the pre-set ones in the system allowing possibilities of different distributions for rebate structures.   The IB System is specifically designed with the user needs in mind allowing you to manage this module through Syntellicore CRM.   The three M’s make the process easy and customizable to your business’s specific needs.

Flexible & Customisable CRM

Flexible & Customisable CRM

Automate | Coordinate | Increase Sales

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