Dynamic Works - Customization

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Customization

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Customization

Syntellicore, created by Dynamic Works, offers the flexibility and customization needed for Forex Brokerages and Financial Institutions. This CRM and Back Office platform can be tailored to fit your business processes and enhance client engagement.

Tailored User Experience

With Syntellicore, you can customize the user experience to match your brand and meet specific needs. The platform offers no-code customization, allowing you to configure features, adjust settings, and manage client languages easily. This makes your CRM system a seamless part of your operations.

Branded Mobile Application

Our white-labeled mobile app extends your brand to mobile devices, providing clients with a consistent and branded experience. Brokers can enable or disable features as needed, ensuring a tailored experience without extensive coding. The app supports real-time trading, secure communication, and efficient onboarding and KYC processes.

Custom Workflows and Automation

Syntellicore includes tools to create custom workflows and automate routine tasks, boosting operational efficiency. Configure workflows to match your processes, ensuring optimized performance and compliance. Automation reduces manual work, minimizes errors, and frees up your team to focus on client service.

Dashboard and Reporting Customization

Get actionable insights with Syntellicore’s customizable dashboards and reporting tools. Tailor dashboards to display relevant information for your team, providing a clear view of performance metrics and operational data. Create custom reports to track key performance indicators, monitor compliance, and make data-driven decisions.

Integration Customization

Syntellicore’s robust integration capabilities let you connect with various third-party applications. Whether it’s trading platforms, payment gateways, or compliance tools, Syntellicore can be customized to integrate seamlessly. The Syntellicore AppStore offers access to configurable integrations, making it easy to add new functionalities as your business grows.

Client Portal Customization

The client-facing Traders' Room can be tailored for an intuitive and engaging client experience. Customize the portal to reflect your brand’s look and feel, and configure features to best serve your clients. This ensures a consistent and positive experience across desktop and mobile platforms.

Why Choose Syntellicore for Customization?

  • Brand Alignment: Customize the interface and features to match your brand and meet business requirements.
  • Flexibility: Adjust settings, manage client languages, and enable or disable features without extensive coding.
  • Efficiency: Create custom workflows and automate routine tasks to enhance operational efficiency.
  • Insightful Analytics: Tailor dashboards and reports to gain actionable insights and make informed decisions.
  • Seamless Integration: Connect with third-party applications through robust integration capabilities and the Syntellicore AppStore.
  • Enhanced Client Experience: Customize the client portal for a seamless and engaging experience across all devices.

Get Started with Syntellicore

Dynamic Works is dedicated to providing financial organizations with a powerful and highly customizable CRM and Back Office platform. Syntellicore is designed to grow with your business, ensuring it meets your evolving needs.

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