Dynamic Works - CRM and Traders Room Customization

CRM and Traders Room Customization

Dynamic Works offers extensive customization options for the Syntellicore CRM and Traders Room, ensuring your financial institution can tailor the platform to fit specific business needs and branding requirements.

Tailored User Experience

Syntellicore CRM provides flexible customization to create a user experience that aligns with your brand identity. Customize dashboards, reports, and workflows to integrate seamlessly with your operations. Our no-code tools allow for easy adjustments, making customization accessible without extensive technical knowledge.

Branded Traders Room

Customize the Traders Room to reflect your corporate identity with logos, color schemes, and specific functionalities that cater to your clients. This enhances the user experience and strengthens your brand presence.

Flexible Functionality

Enable or disable features within the CRM and Traders Room to suit your operational needs. Whether managing client onboarding, KYC processes, or trading functionalities, Syntellicore adapts to your requirements, ensuring a tailored service for your clients.

Advanced Integration

Syntellicore integrates with a wide range of third-party applications, including trading platforms, payment gateways, and compliance tools. This allows you to extend the platform's functionality, creating a comprehensive ecosystem that supports your financial operations.

Real-Time Customization

Make changes on the fly with Syntellicore’s real-time customization capabilities. Update client information, adjust trading parameters, or modify user permissions instantly, ensuring smooth and uninterrupted operations.

Enhanced Client Engagement

By customizing the CRM and Traders Room, you can provide a more engaging and personalized experience for your clients. Tailor communication channels, client portals, and account management tools to enhance client satisfaction.

Why Choose Dynamic Works for Customization?

• Brand Alignment: Fully customize the platform to reflect your brand identity.
• Flexibility: Enable or disable features based on your operational needs.
• Seamless Integration: Integrate with third-party applications to extend functionality.
• Real-Time Updates: Implement changes instantly for continuous operations.
• Enhanced Engagement: Provide a personalized and engaging client experience.

Dynamic Works is dedicated to delivering a powerful and highly customizable CRM and Traders Room solution. Let us help you create a platform that fits your business needs perfectly.