Syntellicore CRM boosts broker performance with automation, client management, and reporting tools designed for Forex and financial institutions.
Business Intelligence & Operational Reporting
Create dashboards and reports across CRM activity, sales, customer management, compliance and brokerage operations. Syntellicore brings operational data together in one place, helping teams monitor workflows and day-to-day business activity.
Lead / Customer / Account Management
Syntellicore’s Customer and Account Management module is built for Forex brokers to simplify and automate client interactions. With customizable client information, fast response tools, and integrated automation, this Forex CRM provider helps enhance customer satisfaction, build loyalty, and streamline daily brokerage operations.
Auto KYC & AML
Syntellicore automates compliance with AI-powered KYC and AML verification services. With support for documents, ID, address, date of birth, facial recognition, and AML checks, brokers can complete verifications within 30–60 seconds. This compliance management software streamlines onboarding and reduces fraud risks.
Combine CRM, onboarding, and compliance in one mobile-friendly Trader’s Room for a seamless trading experience across brands and jurisdictions.
Multi-Tier
Multi-campaign
Multi-schemed
RebateCore simplifies IB and Affiliate management by automating partner tracking, commissions, and performance reporting within your CRM.
Traders' Room Mobile App: Your Brand on the App Store
Onboard clients instantly with Syntellicore’s white-label mobile app. Perform KYC with OCR and NFC ID verification, enabling secure deposits, trading, and withdrawals in one branded solution.
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From trading platforms to payment, VOIP and KYC providers, Syntellicore is integrated with the leading brands in the industry, for a seamless, user-efficient and comprehensive software experience.
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