Back Office B2CORE
Libérez tout le potentiel de la gestion client
Gérer les données et activités clients n’a jamais été aussi simple.
Gestion client évolutive
B2CORE s’adapte à vos besoins métier, que vous gériez des centaines ou des milliers de clients.
Opérations et conformité sans effort
Fluidifiez les opérations, renforcez la conformité et gagnez en efficacité avec des outils puissants et simples à utiliser.
Fonctionnalités complètes pour fluidifier votre workflow
Découvrez notre large éventail de fonctionnalités conçues pour rendre votre workflow plus efficace.
Onglet Client
Gérez sans effort les détails clients essentiels : ajustez e-mails, niveaux de vérification et catégories de risque, et assignez des managers dédiés pour des interactions sur mesure.
Onglets dédiés pour chaque aspect du profil client : Contacts, Accounts, Transactions, Finance, History, Trades, Files, Settings, Devices et Documents.
Pourquoi choisir B2CORE pour la gestion client
01
Efficacité
Fournit aux traders et brokers des outils puissants d’automatisation et de contrôle.
02
Conformité
Fluidifie les procédures KYC et AML pour répondre aux standards mondiaux.
03
Évolutivité
S’adapte aux différents besoins de courtage sans investissement majeur.
04
Sécurité
Assurez la sécurité des données avec un suivi avancé et des permissions.
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.
Prenez le contrôle de la gestion client dès maintenant
Les outils Back Office avancés de B2CORE vous aident à simplifier les opérations, assurer la conformité et travailler plus efficacement.