主な機能
カスタマイズ可能な表示
一意のURL末尾（例：/dashboard）で定義した特定ページにバナーを表示。デスクトップ／モバイル向けに設定しUXを最適化。ライト／ダークテーマに合わせてデザインできます。
高度なオプション
バナー優先度で表示順を設定。クライアントの国やアカウント認証レベルで表示を制限。外部／内部ページへ誘導するボタンとURLを追加できます。
バナー詳細
バナーに一意のIDを割り当て、ライト／ダークテーマ用のタイトルを設定。表示ステータスと関連するバックオフィス作成者を記録。設計・変更のタイムスタンプを追跡し、監視・監査に活用できます。
仕組み
01
バナーを管理
テーマ、ページ、プラットフォーム向けのカスタム設定でバナーを追加・編集します。
02
設定を調整
優先度で表示と順序を設定し、国やアカウントの制限を適用します。
03
プレビューと公開
ライト／ダークテーマを確認し、B2CORE UIまたはモバイルアプリでバナーを有効にします。
バナー管理のメリット
エンゲージメント向上
プロモーション、更新、イベントを効果的に伝えます。
パーソナライズされたメッセージ
特定のクライアントグループやアカウントステータス向けにバナーを調整できます。
効率的なコミュニケーション
多用途なバナーでお知らせとマーケティング施策を活性化します。
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.
