B2CORE Back Office
Kundeninteraktionen mit Anfragenverwaltung optimieren
Verwalten Sie kundenseitige Anfragen mühelos in einer zentralen Oberfläche. Sichern Sie Transparenz, Nachvollziehbarkeit und Effizienz in der B2CORE Anfragenverwaltung.
Wichtige Funktionen
Umfassendes Anfragen-Tracking
Alle eingehenden Anfragen finden und lösen und Fortschritt über Kategorien (Ausstehend, Genehmigt, Abgelehnt) tracken. Daten als CSV oder XLSX teilen oder herunterladen — mit Sichtbarkeitseinstellungen und aktiven Filtern.
Detaillierte Anfragen-Insights
Kunden-ID, Name, E-Mail und zugewiesene Tags für schlanke Organisation visualisieren. Anfragen nach Kontoeinrichtung, Transaktionstyp, Verifizierungsstatus und IB-Enrollment sortieren.
Anpassbare Interaktionen
Anfragen bestimmte Farben für bessere Visualisierung und sofortiges Tracking zuweisen. Notizen für bessere Teamkollaboration und Kundenkommunikation hinterlegen.
Erweiterte Monitoring-Tools
Salden prüfen, indem eingehende Transaktionen zusammengefasst und Abweichungen zur Prüfung markiert werden. Einzahlungs- oder Auszahlungsbeträge für kompatible Zahlungssysteme anpassen.
So funktioniert es
01
Anfragen überwachen
Alle kundenseitigen Anfragen mit Schlüsselinformationen einsehen und tracken.
02
Einzeln bearbeiten
Anfragen mit voller Transparenz über Details genehmigen oder ablehnen.
03
Effektiv zusammenarbeiten
Kommentare und farbige Markierungen nutzen, um Teamarbeit zu verbessern.
04
Compliance sicherstellen
Interne Freigaben für Finance- und Compliance-Abteilungen steuern.
Warum B2CORE Anfragenverwaltung?
Transparenz
Detaillierte Insights zu jeder Kundenanfrage — vollständiges Tracking von Einreichung bis Lösung.
Effizienz
Schlanke Workflows senken den Verwaltungsaufwand und verbessern die Servicequalität.
Anpassbare Optionen
Optimierte abteilungsübergreifende Kollaboration mit Markierungen und internen Notizen.
Audit-Fähigkeiten
Proaktive Prüfungen und Abweichungs-Monitoring für bessere Compliance.
B2CORE
Where This Fits in B2CORE
Back-office management system
The admin side of B2CORE: clients, accounts, payments, and reporting managed from one brokerage back office.
B2CORE Traders Room overview
How the client Traders Room and the admin back office work together in one CRM.
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.
The Traders Room (also called client cabinet or client portal) is the client-facing part: where traders register, pass KYC, fund wallets, and open trading accounts. The CRM is the whole system around it — the admin back office, client records, payment integrations, partner module, and reporting. B2CORE is one product that includes both.
Yes. The web Traders Room, iOS and Android apps, emails, and partner portal carry your logo, colours, domain, and language set. Clients see your brokerage brand; B2CORE runs underneath.
Yes. B2CORE is sold as cloud SaaS plans on B2STORE with free setup, same-day activation, and deposit-based fees. The same product can also be deployed as a dedicated installation through B2BROKER.
Yes. The core — clients, KYC, payments, back office — is shared. Forex brokers connect MetaTrader 4, MetaTrader 5, or cTrader accounts and fiat PSPs; crypto brokers add crypto wallets, on-chain deposits and withdrawals, and spot conversion. Multi-asset brokers run both from the same Traders Room.
They are two sides of one database. Every request a client makes in the Traders Room — a deposit, a withdrawal, a new trading account, a KYC upload — appears in the back office for staff to approve, manage, and report on.
B2CORE Anfragenverwaltung entdecken
Kundenanfragen bearbeiten und Teamsynergie mit einem umfassenden Anfragensystem verbessern — für bessere Nutzerkommunikation.