브랜드형 고객 등록 양식
브랜드 아이덴티티에 맞게 로고, 배경, 양식을 적용하세요.
등록 플로우 전반에서 국가 표시에 대한 완전한 통제를 유지하세요.
주요 기능
국가 정보
시스템에 고유 ID와 공식 국가·수도명을 할당하세요. ISO 3166-2, ISO 3166-3 등 국제 표준 영숫자 코드를 반영하세요.
통화 상세
표준 3자리 통화 코드와 함께 공식 통화명을 할당하세요. 올바른 통화 보조 단위(센트, 펜스)를 사용하세요.
지역 분류
UN M49 같은 지역 코드로 더 넓은 지정학 영역을 식별하세요. 하위 지역 코드로 주요 지역 내 분류를 단순화하세요.
표시 설정
토글로 등록 양식에 국가 표시 여부를 결정하세요. 가입 또는 계정 설정 시 표시·숨김 국가를 구성하세요.
작동 방식
01
국가 활성화 또는 비활성화
고객 등록 과정에서 표시되는 국가 목록을 통제하세요.
02
국가 데이터 내보내기
오프라인 검토나 기록 보관을 위해 CSV 또는 Excel 형식으로 목록을 다운로드하세요.
03
국가 관리 간소화
데이터 추가·편집 걱정 없이 국가 표시를 구성하세요.
국가 관리 기능을 사용해야 하는 이유
컴플라이언스
승인된 국가만 고객 등록에 사용되도록 하세요.
커스터마이징
비즈니스·운영 요구에 맞게 등록 프로세스를 맞춤화하세요.
효율성
원활한 사용자 경험을 위해 표시 설정을 빠르게 관리하세요.
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.
