主な機能
通貨ペアの概要
基準通貨と相手通貨をアルファベット順で表示。クライアント換算向けの通貨ペア可否を簡単に切り替え。バックオフィスで管理者レベルの換算を管理し、制御を強化します。
高度な設定
特定プロバイダーから為替レートを取得する優先順位を定義。単一換算操作の上限額を設定。追加のセキュリティのため、手動・自動の換算処理を設定できます。
仕組み
01
通貨ペアの管理
バックオフィスの通貨ペアセクションに移動し、利用可能なペアを管理します。
02
柔軟なカスタマイズ
基準／相手通貨を調整し、上限額、レート優先度、承認ルールを設定できます。
03
追加の制御
クライアント／管理者の制御を管理し、レート優先度を設定してプロバイダー選定を最適化します。
通貨ペア管理のメリット
カスタマイズ性
ビジネスとクライアントのニーズに合わせて通貨ペア設定を調整できます。
運用の柔軟性
管理者承認と上限額で換算プロセスを制御できます。
向上した効率
カスタマイズ可能な優先度でレートプロバイダーをシームレスに連携します。
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.
