Back Office B2CORE
Configurazione coppie valutarie
Gestisci e personalizza in modo efficiente le coppie valutarie nel Back Office B2CORE, offrendo opzioni di exchange fluide sia per clienti sia per amministratori.
Funzionalità principali
Panoramica delle coppie valutarie
Visualizza valute base e quote in ordine alfabetico. Attiva o disattiva facilmente la disponibilità di una coppia valutaria per gli exchange dei clienti. Gestisci gli exchange a livello admin nel Back Office per un controllo migliore.
Impostazioni avanzate
Definisci l’ordine di priorità per ottenere i tassi di cambio da provider specifici. Imposta l’importo massimo consentito per una singola operazione di exchange. Imposta processing di exchange manuale e automatico per maggiore sicurezza.
Come funziona
01
Gestione delle coppie valutarie
Vai alla sezione Currency Pairs nel Back Office e gestisci le coppie disponibili.
02
Personalizzazione flessibile
Regola le valute base/quote e imposta importo massimo, priorità dei tassi e regole di approvazione.
03
Controllo aggiuntivo
Gestisci i controlli client/admin e imposta le priorità dei tassi per ottimizzare la selezione dei provider.
Vantaggi della gestione delle coppie valutarie
Personalizzabilità
Adatta le configurazioni delle coppie valutarie a esigenze di business e clienti.
Flessibilità operativa
Controlla i processi di exchange con approvazioni admin e limiti di importo massimo.
Efficienza potenziata
Integra in modo fluido i rate provider con priorità personalizzabili.
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.
Esplora la gestione delle coppie valutarie di B2CORE
Ottimizza tassi di cambio e rate provider con più facilità nel Back Office B2CORE. Esplora strumenti di controllo avanzati e imposta soglie per ridurre i rischi e ottimizzare l’esperienza utente oggi!