For partners and introducers
- Commissions & rebatesRebates and commissions for your partner network.Live
- Referral programmesLive
Financial CRM
The financial CRM you can actually change.
Every builder. One studio. Every part of your operation, shaped without code.
Every FYNXT solution, from the CRM and client portal to TradeOps and payment orchestration, runs in one FYNXT workspace. No-code builders on one data model let your own team define the objects, forms, workflows and portal pages behind it. No schema migration, no deployment, no developer ticket.
FYNXT workspaceNorthwind Markets / Production
NM
Your FYNXT solutions
- Financial CRMLeads, contacts, accounts and pipelines
- Client experienceBranded web, mobile and embedded journeys
- Digital OnboardingGuided onboarding journeys
- Payment OrchestrationDeposit and withdrawal routing
- TradeOps Control CenterGoverned MT4/MT5 operations
- PAMM / Copy TradingManaged investment and copy trading
- Incentive ManagementCommissions, rebates and partner programmes
- Contest ManagementTrading contests
- Bond ModuleFixed-income products, request to payout
Builder suiteHover a solution or a builder to see what shapes what
Every FYNXT solution, one workspace.
Financial CRM at a glance
Trusted by
ISO/IEC 27001:2022 certified
The problem
The change you need is somebody else's sprint.
Every financial CRM says it's customisable. The pain isn't missing features. It's dependency: a new regulatory field, product line or approval step becomes a ticket in a vendor's backlog, prioritised against every other customer's tickets.
Every change is somebody else's sprint.
A new regulatory field, a new product line, a new approval step: each one waits in a vendor's backlog.
"Customisable" usually means custom fields.
You can add a text box. You can't add a PAMM Strategy object with its own relationships, form, workflow and permissions.
The data model doesn't match the business.
Generic CRMs model accounts, contacts and opportunities. A financial institution has leads, contacts who are clients and partners at the same time, companies with directors and beneficial owners, trading and investment accounts, and PAMM strategies.
Tools drift out of sync.
The form collects a field the report doesn't know about. The workflow checks a value the dashboard never shows.
Compliance work stays manual.
Suitability tests in a spreadsheet. Document expiry tracked from memory. Consent captured in an email thread.
When a process fails, the client starts over.
Most automation tools tell you something broke. They can't tell you which step, and they can't resume from it.
Configuration, not a change request.
The core claim
Other CRMs let you add a field. This one lets you add an object.
When most CRMs say customisable, they mean you can add a custom field. Financial CRM means you can change the data model itself: define new objects, their relationships, forms, workflows, permissions and where they live in the navigation, without a developer, a schema migration or a release.
Add a custom field
A new box on a record someone else defined.
- What you get
- One more field on an existing record
- Its own record type
- No
- Its own relationships
- No, it inherits the record's
- Its own form
- No
- Its own workflow
- No
- Its own permissions
- No
- Its own place in the navigation
- No
- Anything structural
- Usually a development request
Financial CRM
Add a custom object
A new record type in your own data model.
- What you get
- A PAMM Strategy, an Incentive Programme, any record the business needs
- Its own record type
- Yes, with fourteen field types and per-field validation
- Its own relationships
- Cross Objects and Associations, in all four cardinalities
- Its own form
- Yes, built in Form builder
- Its own workflow
- Yes, attached to Create, Update or any custom action
- Its own permissions
- Object, field group and individual field
- Its own place in the navigation
- Its own menu item, or a tab beside related objects
- Anything structural
- Configuration, not a change request
The bake-off question
Ask every CRM on your shortlist the same question: can we create a new object? Most will describe custom fields and treat anything structural as a development request. Financial CRM answers yes.
PAMM Strategy · new object
- Fields
- Relationships
- Form
- Workflow
- Permissions
- Navigation
- Ready to publishPublished
Add a custom field
A new box on a record someone else defined.
- What you get
- One more field on an existing record
- Its own record type
- No
- Its own relationships
- No, it inherits the record's
- Its own form
- No
- Its own workflow
- No
- Its own permissions
- No
- Its own place in the navigation
- No
- Anything structural
- Usually a development request
Financial CRM
Add a custom object
A new record type in your own data model.
- What you get
- A PAMM Strategy, an Incentive Programme, any record the business needs
- Its own record type
- Yes, with fourteen field types and per-field validation
- Its own relationships
- Cross Objects and Associations, in all four cardinalities
- Its own form
- Yes, built in Form builder
- Its own workflow
- Yes, attached to Create, Update or any custom action
- Its own permissions
- Object, field group and individual field
- Its own place in the navigation
- Its own menu item, or a tab beside related objects
- Anything structural
- Configuration, not a change request
The bake-off question
Ask every CRM on your shortlist the same question: can we create a new object? Most will describe custom fields and treat anything structural as a development request. Financial CRM answers yes.
PAMM Strategy · new object
- Fields
- Relationships
- Form
- Workflow
- Permissions
- Navigation
- Ready to publishPublished
Object builder · the foundation
One data model. Every builder speaks the same language.
An object is a database table defined visually instead of hard-coded. Every record type your firm tracks is defined here, and every other builder in the suite reads and writes here.
Lead, Deal, Contact, Company, Account, Activity and Service Ticket come pre-seeded. Add custom objects, such as a PAMM Strategy or an Incentive Programme, without touching a database schema.
Draft and publish
An object stays fully editable in draft. Publishing locks its structure so nothing built on top of it can break, while labels and translations stay editable.
The connected model
Move faster. Stay in control.
New markets and client demands should create opportunity, not another queue of technology projects.
Make the change once. Keep your business aligned.
Pick a field
draftpublished once · live in four builders
The builder suite
Every builder. One studio.
Object builder is the foundation. The other ten shape everything on top of it: what clients see, what your team works in, what runs in the background and what gets paid. Pick a builder to watch it work.
Object builder
Define the records your business runs on.
- Pre-seeded core objects, plus any custom object the business needs
- Cross Objects and Associations, in all four cardinalities
- Permissions by object, field group and individual field
Workflow builder
Less operational friction. More room to grow.
When client journeys, daily tasks and business policies work together, teams spend less time chasing work and more time serving clients.
Track-based and linear, with If/Switch branching
Onboarding, KYC and approvals. Each step is a form, a verification or a sub-process the client completes before the next one unlocks.
Journey complete.
Free-form, with full fork/join parallel branching
Event-driven processing started by any of seven triggers, running while your team gets on with the day.
ExecutionInstance WF-20931 · Completed · same instance, resumed from node 6
Same instance, completed. Nobody started again.
Free-form, synchronous and side-effect-free
The central decision layer. It takes structured input, evaluates conditions and returns a score, a yes or no, or a routing decision to whichever workflow called it.
A result returned to whichever workflow called it.
Seven automation triggers
- Webhook
- Manual
- Object Create
- Object Update
- Object Delete
- Sub-Process
- Time-based
What a workflow can do
Faster onboarding
eKYC, email and mobile verification, run inside the journey
Smoother approvals
Retrieve, create, update, delete and assign records as work moves
Consistent decisions
Email, SMS and in-app notifications, the same on every run
Clearer accountability
REST calls with configurable auto-retry, and failures you can see
Faster change
If, Switch, Loop, Delay, Set Variable, End — reshape a flow without code
Draft and published versions with full history, a read-only view of any past version, and role-based permissions to view, edit, activate and publish each workflow type.
Put your operating model to work.
Failure handling
When a step fails, resume from the step.
Every instance's execution graph renders live, tracing which nodes ran and in what order. Failure Monitoring collects every failed instance across every workflow, and one click resumes from the failing node. Not from the beginning, and not as a new instance.
Nobody has to ask a client to start again.
The CRM underneath
Win more clients. Grow every relationship.
Give your teams the context to act: follow up on opportunities, move onboarding forward and keep clients engaged.
One person, many roles
An investor who is also a partner and the director of a corporate client is one contact, not three linked records.
A 360° view that follows the roles
The sections on the contact page are driven by the roles assigned. An investor sees account sections; a partner sees partner sections.
Sensitive data hidden by default
View, edit or hidden per role, down to the field. Date of birth, tax ID and passport details stay hidden without explicit permission.
eKYC providers you can switch
One active provider at a time, switchable whenever you need, with in-flight checks completing on the previous provider and the switch logged.
An audit log nobody can delete
Every create, read, update and delete recorded with before and after values, user, timestamp and IP address.
Capture from everywhere
Manual entry, CSV import with column mapping and duplicate handling, affiliate APIs, campaigns and sync from external apps.
Hot, warm and cold, automatically
Engagement tags driven by email opens, clicks, form submissions and demo requests.
Allocation that follows the business
Route leads by status and country, so each one reaches the right rep in the right region.
Conversion keeps the history
Convert a lead to a contact and the lead record stays in the list.
Also built in
Governance
No-code, not no-control.
The first objection to no-code is that anyone can break production. They can't. Nothing goes live without an explicit publish, a workflow or page can stay pinned to a tested version while someone iterates on a draft, and access runs down to a single field.
Objects, forms, workflows, portal pages and themes all stage as drafts, preview, and go live only on an explicit publish, by a role allowed to publish.
Pin a workflow or a portal page to a tested version so it doesn't inherit the next release automatically, while someone keeps iterating on the draft.
Object, field group and individual field, per role: view, edit or hidden. Workflows add permissions to view, edit, activate and publish per workflow type.
Every change is recorded with before and after values, user, timestamp and IP address, and every publish shows who staged it and who published it.
Onboarding formDraft v5
done:Draft v5 · 3 changesstaged by ops.admin
done:Previewchecked by compliance.lead
pending:Publishawaiting publish
pending:Live trafficv4v5
Live traffic on v4 · draft v5 stagedSample data
Configuration is data, not a fork. Your objects, forms and workflows carry forward when the platform upgrades.
Incentive programme builder
One engine for the rewards you pay.
Every incentive programme runs through the same nine configurable stages, whether it rewards partners and introducers or your own clients, and every programme type is live on the engine.
The nine stages
- Business objective
- Eligibility
- Behaviour
- Measurement
- Reward
- Approval
- Settlement
- Analytics
- Optimisation
Configuration, not development.
How we compare
How Financial CRM compares.
Every CRM on a shortlist claims customisation. The rows below show where that claim holds, and where it turns into a development request.
| Capability | Financial CRM | Vertical CRM vendors | Generic CRM + overlay | Low-code platform |
|---|---|---|---|---|
| Add custom fields | Yes | Yes | Yes | Yes |
| Create custom objects with relationships | Yes, visually | Usually a development request | Yes | Yes |
| Field-level permissions (view / edit / hidden) | Three levels | Varies | Yes | Yes |
| Visual workflow automation | Three canvases | One, or none | Yes | Yes |
| Reusable decision-logic layer (Rules workflows) | Yes | Rare | Partial | Varies |
| Retry a failed workflow from the failing node | Yes | Rare | Varies | Varies |
| Built-in eKYC verification nodes | Yes | Varies | Build it | Build it |
| Appropriateness and suitability testing engine | Yes | Varies | Build it | Build it |
| Multi-role contact identity | Yes | Rare | Build it | Build it |
| Client portal page builder | Yes | Varies | Build it | Varies |
| Native trading-platform connectivity (MT4, MT5, cTrader, DXtrade, Sirix) | Yes | MT4/MT5, sometimes cTrader | Build it | Build it |
| Partner and introducer hierarchy with a commission engine | Native | Varies | Build it | Build it |
| Draft and publish with version pinning | Across every builder | Rare | Partial | Varies |
| Immutable audit log | Yes | Varies | Yes | Varies |
Columns describe the typical shape of products in each category in 2026. Capabilities vary by vendor and release; we're happy to walk through a specific comparison in a demo.
Questions
The questions teams actually ask.
Still deciding?
Bring the change your current CRM can't make, and we'll show you how it's configured in Financial CRM.
Book a demoFinancial CRM is the workspace every FYNXT solution runs in. No-code builders on one data model let your team define objects, forms, workflows, portal pages, reports and dashboards without a developer, a schema migration or a release.
Ready when you are
Ready to see it on your own data?
Bring a change your current CRM can't make. We'll show you how your team would configure it in Financial CRM, preview it and publish it.
- No-code builders
- Yours to change after go-live
- ISO/IEC 27001:2022 certified