Back Office B2CORE
Sblocca il pieno potenziale della gestione clienti
Gestire dati e attività dei clienti non è mai stato così semplice.
Gestione clienti scalabile
B2CORE si adatta alle esigenze specifiche del tuo business, che tu gestisca centinaia o migliaia di clienti.
Operazioni e compliance senza sforzo
Semplifica le operazioni, rafforza la compliance e aumenta l’efficienza con strumenti potenti e facili da usare.
Funzionalità complete per snellire il workflow
Scopri un’ampia gamma di funzionalità pensate per rendere il tuo workflow più efficiente.
Tab Client
Gestisci senza sforzo i dettagli principali del cliente: modifica email, livelli di verifica e categorie di rischio con facilità, e assegna manager dedicati per interazioni su misura.
Tab dedicati per ogni aspetto del profilo cliente: Contacts, Accounts, Transactions, Finance, History, Trades, Files, Settings, Devices e Documents.
Perché scegliere B2CORE per la gestione clienti
01
Efficienza
Offre a trader e broker potenti strumenti di automazione e controllo.
02
Compliance
Semplifica le procedure KYC e AML per rispettare gli standard globali.
03
Scalabilità
Si adatta a diverse esigenze di brokerage senza investimenti significativi.
04
Sicurezza
Garantisci la sicurezza dei dati con tracking avanzato e permessi.
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.
Prendi il controllo della gestione clienti ora
Gli strumenti avanzati di back office di B2CORE ti aiutano a semplificare le operazioni, garantire la compliance e lavorare in modo più efficiente.