확장 가능한 고객 관리
수백 명이든 수천 명이든, B2CORE는 비즈니스 요구에 맞게 고객을 관리합니다.
손쉬운 운영 및 컴플라이언스
강력하고 사용하기 쉬운 도구로 운영을 간소화하고, 컴플라이언스를 강화하며, 효율성을 높이세요.
워크플로를 간소화하는 종합 기능
워크플로를 더 효율적으로 만드는 폭넓은 기능을 확인하세요.
고객 탭
핵심 고객 정보를 손쉽게 관리하세요. 이메일, 인증 레벨, 리스크 카테고리를 쉽게 조정하고, 맞춤 고객 응대를 위해 전담 매니저를 배정하세요.
고객 프로필의 모든 측면을 위한 전용 탭: Contacts, Accounts, Transactions, Finance, History, Trades, Files, Settings, Devices, Documents.
고객 관리에 B2CORE를 선택해야 하는 이유
01
효율성
트레이더와 브로커에게 강력한 자동화 및 통제 도구를 제공합니다.
02
컴플라이언스
글로벌 표준을 충족하도록 KYC 및 AML 절차를 간소화합니다.
03
확장성
큰 투자 없이도 다양한 브로커리지 요구를 충족합니다.
04
보안
고급 추적과 권한으로 데이터 안전을 확보하세요.
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.
