Piattaforma B2CORE
Registrazione
Semplifica l’onboarding clienti con il flusso di Registrazione e Autorizzazione di B2CORE. Offri un’esperienza di registrazione fluida, dall’apertura conto rapida al login con QR code, per massimizzare l’esperienza utente.
Funzionalità principali
Flussi personalizzabili
Onboarding su misura
Adatta i flussi di registrazione e login a requisiti di business o normativi.
Campi personalizzati
Aggiungi campi e step personalizzati per raccogliere i dati cliente necessari durante l’onboarding.
Controllo dei campi
NuovoRiordini i campi di registrazione, renda qualsiasi campo facoltativo o obbligatorio e raccolga stato, città e codice postale.
Regole dei campi
NuovoImposti nome e indirizzo solo con caratteri latini, un’età minima e la conferma della password. In migrazione i profili esistenti mantengono il loro comportamento.
Link di registrazione personali
NuovoPrecompili un link del nuovo flusso di registrazione con un indirizzo email o un paese. Il cliente può comunque modificare quei valori.
Controlli email
NuovoB2CORE verifica che il dominio email esista e possa ricevere messaggi. ZeroBounce è facoltativo e usa il suo account.
Processo semplificato
Offri creazione conto rapida e intuitiva con form user-friendly.
Supporta registrazione multi-step con controlli KYC/AML integrati.
Autorizzazione sicura
Abilita il login con email e password o account social media.
Supporta l’autenticazione a due fattori per rafforzare la sicurezza del conto.
Login con qr code
Offri login con QR code per maggiore sicurezza e comodità utente.
Sincronizza le azioni di login tra dispositivi per un’esperienza fluida e continua.
Self-service clienti
Consenti agli utenti di recuperare le password in modo sicuro via email o SMS.
Consenti sblocco conto e gestione dispositivi direttamente nel Portale clienti B2CORE.
Vantaggi per l’utente
Semplicità
Semplifica creazione conto e processi di login per i clienti.
Flessibilità
Supporta più metodi di autenticazione, inclusi login con QR code.
Sicurezza
Proteggi i conti con crittografia avanzata, 2FA e monitoraggio frodi.
Convenienza
Abilita accesso cross-device fluido senza compromettere la sicurezza.
Perché scegliere B2CORE per registrazione e autorizzazione?
01
Soluzione all-in-one
Gestisci registrazione, verifica KYC/AML e login utenti da un’unica piattaforma.
02
Strumenti su misura
Personalizza i workflow di onboarding per esigenze di business e compliance specifiche.
03
Scalabile e flessibile
Gestisci registrazioni utenti in evoluzione senza sforzo man mano che la base clienti cresce.
04
Funzionalità innovative
Usa soluzioni all’avanguardia come login con QR code e accessibilità cross-device.
B2CORE
Where this fits in B2CORE
Trader's Room Platform features
The full index of client-cabinet modules in the B2CORE Traders Room — from registration and KYC to wallets and trading platforms.
B2CORE Forex and crypto CRM
Traders Room, CRM, and back office in one white-label product for Forex and crypto brokers.
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.
Esplora il flusso di registrazione di B2CORE
Offri ai clienti un onboarding sicuro e semplifica registrazione e autorizzazione con B2CORE oggi!