B2CORE

Piattaforma B2CORE

Personalizzazione avanzata

Offri un’esperienza cliente personalizzata con B2CORE. Personalizza design dell’interfaccia, opzioni di localizzazione, materiali promozionali e altro per un percorso coerente e coinvolgente.

https://my.b2broker.com/dashboard
Dashboard B2CORE con widget personalizzati e banner promo branded

Funzionalità principali

Dialogo crea schema colori con selettori foreground e background

Branded per il tuo business

  • Personalizza la piattaforma con colori, logo ed elementi di branding aziendali.

  • Assicurati che la piattaforma rifletta la tua identità, rafforzando riconoscimento e fiducia nel brand.

Tema dark mode

  • Supporta temi chiaro e scuro per un’esperienza di visualizzazione confortevole.

  • Rispondi alle preferenze utente e migliora l’usabilità in condizioni di scarsa luce.

Dashboard Portale clienti B2CORE nel tema scuro
Dashboard IB Room con widget configurabili di acquisizione e report di trading
Integrazioni strumenti esterni — Zendesk, Slack e Salesforce

Widget personalizzati

  • Aggiungi widget personalizzati alla dashboard, adattando la piattaforma a esigenze di business specifiche.

  • Offri agli utenti accesso rapido a strumenti, metriche o integrazioni di terze parti importanti.

Localizzazione dell’interfaccia

  • Modifica la UI per allinearla al tone of voice del brand con customisation regionali.

  • Supporta più lingue con strumenti di localizzazione completi per la portata globale.

Schermata sicurezza profilo B2CORE dell’interfaccia Portale clienti localizzabile
Dropdown lingua con bandiere e selezione corrente spuntata
Schermata gestione banner promo con impostazioni dimensione, lingua e tema
Dialogo crea banner con nome, dimensione e URL immagine CDN

Banner download app

  • Integra un banner speciale per promuovere l’app mobile direttamente nella piattaforma.

  • Consenti ai clienti di scaricare l’app facilmente con link rapidi ad App Store e Google Play.

Pannello di controllo admin

  • Gestisci le opzioni di customisation e applica aggiornamenti rapidamente da un back office centralizzato.

  • Anteprima delle modifiche in tempo reale prima di applicarle all’ambiente live per ridurre gli errori.

Sezione promo Back Office B2CORE con icone QR code personalizzabili

Vantaggi per l’utente

Esperienza personalizzata

Adatta la piattaforma al brand e alle aspettative degli utenti.

Usabilità migliorata

Offri dark mode e widget personalizzati per maggiore soddisfazione utente.

Accessibilità globale

Localizza l’interfaccia per audience multilingue e regionali.

Convenienza

Promuovi l’app mobile in modo fluido tramite un banner integrato.

Perché scegliere B2CORE per la customisation?

01

Orientato al brand

Crea una piattaforma che ti rappresenta con opzioni di branding flessibili.

02

Centrato sull’utente

Adatta la piattaforma a preferenze ed esigenze utente diverse.

03

Soluzione scalabile

Aggiorna branding e impostazioni di customisation senza sforzo man mano che il business evolve.

04

Strumenti completi

Gestisci tutte le esigenze di customisation da un unico pannello di controllo user-friendly.

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.

Inizia

Esplora le customisation di B2CORE

Offri un’esperienza su misura con B2CORE che valorizza elementi di branding e tone of voice. Costruisci la piattaforma con personalizzazione avanzata oggi!

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