Dynamic Works and Brokeree Solutions have launched a new integrated CRM feature designed for prop trading firms, aiming to enhance client onboarding and streamline account management. The new module, part of the Syntellicore platform, enables clients to browse and select prop trading plans, make deposits, and access their trading accounts all within a unified system.
Simplifying the Prop Trading Experience
The newly launched module allows clients to explore various prop trading plans directly within their client area. Once a plan is selected, clients can complete the required deposit, with Syntellicore automatically processing the payment and creating the associated trading account. This account is then linked to the chosen prop trading challenge, allowing clients to start trading without delays.
“This collaboration with Brokeree integrates client prop trading onboarding, brokerage client onboarding, and the client portal into a unified workflow within a single financial system,” stated Angelos Gregoriou, Co-Founder and CEO of Dynamic Works. “It centralizes client management in one Back Office/CRM, streamlining operations and enhancing client servicing.”
Seamless Access Through Single Sign-On (SSO)
One of the standout features of the new module is the Single Sign-On (SSO) capability, which provides clients with direct access to their prop trading accounts from the Syntellicore platform. This eliminates the need for clients to switch between multiple systems, creating a more cohesive and efficient user experience.
The module also automates deposit handling and fee deductions, further simplifying the process for both clients and brokers. Trading accounts are generated and linked to the selected challenges immediately upon payment, ensuring that clients can begin trading promptly.
“It is crucial for brokers to ensure seamless integration of all infrastructure components,” said Tatiana Pilipenko, Regional Head of Business Development at Brokeree Solutions. “This not only boosts operational efficiency but also provides a cohesive user experience.”
Enhancing Operational Efficiency for Prop Firms
The new integrated solution is designed to help prop trading firms centralize client management, automate account creation, and offer a smooth onboarding process. By bringing together client prop trading onboarding and CRM features into a single platform, the collaboration between Dynamic Works and Brokeree Solutions aims to reduce friction and enhance the overall client experience.
As the prop trading industry continues to grow, tools like the Syntellicore-Brokeree integrated CRM are set to play a crucial role in helping firms improve their services and manage operations more efficiently.
