ブランド対応のクライアント登録フォーム
ロゴ、背景、フォームをブランドアイデンティティに合わせて適用できます。
登録フロー全体で国の表示を完全に制御できます。
主な機能
項目の制御
登録プロフィールの項目順を変え、任意の項目を任意または必須にし、州、市区町村、郵便番号を収集します。
項目のルール
氏名と住所をラテン文字のみにし、最低年齢とパスワード確認を設定します。移行時、既存のプロフィールは現在の動作を保ちます。
メールの確認
メールドメインが存在し、メールを受信できるかを確認します。ZeroBounceは任意で、自社のアカウントを使います。
国情報
一意のIDと、公式の国名・首都名をシステムに割り当て。ISO 3166-2やISO 3166-3などの国際標準の英数字コードを組み込めます。
通貨詳細
公式の通貨名と標準の3文字通貨コードを割り当て。セントやペンスなど正しい補助単位を使用できます。
地域分類
UN M49などの地域コードでより広い地政学的エリアを識別。サブリージョンコードでメイン地域内の分類をシンプルにします。
表示設定
登録フォームに国を表示するかをトグルで制御。サインアップやアカウント設定時に表示／非表示の国を設定できます。
仕組み
01
国の有効／無効
クライアント登録プロセスで表示する国のリストを制御します。
02
国データをエクスポート
オフライン確認や記録保持のため、CSVまたはExcel形式でリストをダウンロードできます。
03
国管理をシンプルに
データの追加や編集を気にせず、国の表示を設定できます。
国管理機能を使う理由
コンプライアンス
承認済みの国のみがクライアント登録で利用可能になるよう確保します。
カスタマイズ
ビジネスと運用ニーズに合わせて登録プロセスを調整できます。
効率性
シームレスなUXのため、表示設定をすばやく管理できます。
B2CORE
Where This Fits in B2CORE
Back-Office Management System
The admin side of B2CORE: clients, accounts, payments, and reporting managed from one brokerage back office.
B2CORE Traders Room Overview
How the client Traders Room and the admin back office work together in one CRM.
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.
