Back Office System

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  Syntellicore Forex CRM.

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.
The system is integrated with other Trading Platforms, such as Trade Socio, Trade Smarter and Brokeree.

Increase sales, save time, and grow your business by improving prospect and customer experiences through all existing touch points of your business. Automate Lead Attribution with Syntellicore Sales Desk App

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.

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.

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.

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.

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.

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.

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 between Group Management and Multi-tier Rebate Module leads to the ultimate flexibility and control over Account Opening and Multi-Tier Rebate structure.

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 covers many relevant requirements.

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 RemAPP subscriptions through Syntellicore, reducing their administration costs.

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

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.