Fresh Look · Faster Experience · AI-Powered Growth
Something big is happening at Syntellicore, and we built it with you in mind. Join us live as we pull back the curtain on the next chapter of the platform you already rely on: a refreshed UI, faster workflows, the new AI Suite, WhatsApp integration and a reimagined Auto Responder.
Presented by Dynamic Works, Best CRM Software Provider, iFX EXPO International 2025
A refreshed UI that feels as good as it looks. Workflows that move at the speed your teams actually work. An AI Suite that helps you focus on the right clients at exactly the right moment. And communication capabilities designed to keep your brokers closer to clients, every step of the way.
This is Syntellicore entering its next phase, built for the way modern broker teams operate, engage and grow.
The new Syntellicore isn't just a coat of paint. Every surface has been rethought to make your team faster, your clients happier and your operations smarter.
The reason behind every change in this release. Convert more leads into funded clients, catch retention risks before they become losses, and operate with the consistency that drives long-term growth, without adding headcount or operational complexity.
Not a single co-pilot, an integrated suite of AI-powered modules built directly into Syntellicore. Each module targets a specific part of the brokerage workflow, so your teams act on what is about to happen instead of reacting to what already did.
A more modern, refined and intuitive Syntellicore, cleaner layouts, smarter navigation and a faster, more responsive interface that gets out of your team's way so they can focus on what matters.
Speed matters in brokerage. The new Syntellicore experience reduces friction at every level, helping your teams move faster, work smarter and maintain sharper visibility across the full client lifecycle.
Integrated communication directly inside the platform, your teams never leave their workflow to follow up, onboard or re-engage. WhatsApp brings broker teams into the channels clients already use.
A redesigned Auto Responder with a fresh, intuitive interface for managing the communication flows behind every great brokerage, onboarding sequences, operational notifications, engagement campaigns and retention journeys.
As your brokerage grows, complexity grows with it, more clients, brands, jurisdictions, partners and teams. Without the right foundation, growth creates fragmentation. Syntellicore was built to prevent exactly that.
CRM, onboarding, partner management, financial workflows, communication, reporting and operational control, all connected, all in one place. This is not just an update. It is the platform growing alongside you.
Especially relevant for any team focused on growth, conversion, retention, operational efficiency or client engagement.
CEOs · Directors · COOs · Operations Managers
Heads of Sales · Retention · Marketing
Back Office · Support · Partner & IB Managers
Heads of Compliance · Technology · Product
The new Syntellicore is live. This webinar is your invitation to see everything it can do, and how it helps your brokerage drive more FTDs, improve retention and scale with confidence.