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-labelled mobile application, Syntellicore aligns seamlessly with any brokerage’s business model. It optimizes complex processes while providing a user-friendly interface, ensuring 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.
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.
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.
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.
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.
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.
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.
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.
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 / 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.
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.
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.
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.
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.
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.
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.
Local Depositors (Payment Agents) feature
The Local Depositors (Payment Agents) feature in Syntellicore CRM allows brokers to manage regional representatives who handle client deposits and withdrawals in local markets. This feature is especially useful for brokers operating in regions where conventional payment methods may be limited, offering a secure and trusted way for brokers to reach their clients via local intermediaries.
Services
We offer
- CRM and Client-Facing Touchpoints Customization
- 24/7 Support & Maintenance
- Requirement Analysis
- Trading Systems Infrastructure Resourcing
- Hosting
- Syntellicore CRM Integration Services
Flexible & Customisable CRM
Automate | Coordinate | Increase Sales