B2CORE Back Office
Das volle potenzial der kundenverwaltung nutzen
Kundendaten und -aktivitäten zu verwalten war noch nie so einfach.
Skalierbare kundenverwaltung
B2CORE deckt Ihre Business-Bedürfnisse ab — ob Hunderte oder Tausende Kunden.
Mühelose Abläufe & Compliance
Abläufe optimieren, Compliance stärken und Effizienz mit starken, einfach nutzbaren Tools steigern.
Umfassende funktionen für ihren workflow
Entdecken Sie die breite Funktionspalette für effizientere Workflows.
Kunden-Tab
Zentrale Kundendetails mühelos verwalten: E-Mails, Verifizierungslevels und Risikokategorien anpassen und dedizierte Manager für gezielte Interaktionen zuweisen.
Dedizierte Tabs für jeden Aspekt des Kundenprofils: Kontakte, Konten, Transaktionen, Finanzen, Historie, Trades, Dateien, Einstellungen, Geräte und Dokumente.
Warum B2CORE für die kundenverwaltung
01
Effizienz
Bietet Tradern und Brokern starke Automatisierungs- und Kontrolltools.
02
Compliance
Vereinfacht KYC- und AML-Verfahren für globale Standards.
03
Skalierbarkeit
Deckt unterschiedliche Brokerage-Bedürfnisse ohne große Investitionen ab.
04
Sicherheit
Datensicherheit mit erweitertem Tracking und Berechtigungen gewährleisten.
Frequently Asked
FAQ
A Customer Relationship Management platform helps businesses manage everything related to their customers, from contact information and customer support inquiries to financial data and payment processing. In the Forex industry, a CRM is a tool that brokers can use to manage everything related to their clients' accounts, from Know-Your-Client (KYC) compliance to wallets and payments. In other words, it is a complete software solution that helps businesses in the Forex industry streamline their operations and improve their bottom line. This all-in-one solution can make it easier for brokers to keep track of their clients' needs and provide them with the best possible service.
We support any type of data import, we will customise the script under your specifications and will make a migration so that all the data is safely transferred to B2CORE.
We have built a strong onboarding procedures. You will have a personal account manager that will provide you with all the necessary documentation on the product possibilities. In addition, we will schedule a call with the product manager that will walk you through the functionality and will answer all of your questions.
We have a team of 30+ dedicated developers that are working on B2CORE improvements and new features and we are always open for client wishes. All you will need to do is to give us a technical description of what you want and our team will take care about the implementation and your personal account manager will keep you posted about the release dates.
In case you find a bug in the product, we have a 24/7 Helpdesk system with 20+ Support specialists behind it. Your personal account manager will walk you through it so that once you face a problem you can quickly report it and our support team will immediately start working on the fix.
It is as simple as creating a method in your admin panel for deposits and withdrawals and entering the API keys in order to connect to the platform, this can be done in a matter of minutes.
Specifically for that we built a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department. In addition, we launched a tag system, that will allow your admins to monitor only the clients' data that are "tagged" to them.
Jetzt die kundenverwaltung steuern
Die erweiterten Back-Office-Tools von B2CORE helfen Ihnen, Abläufe zu vereinfachen, Compliance zu sichern und effizienter zu arbeiten.