브랜드형 고객 등록 양식
브랜드 아이덴티티에 맞게 로고, 배경, 양식을 적용하세요.
등록 플로우 전반에서 국가 표시에 대한 완전한 통제를 유지하세요.
주요 기능
필드 제어
가입 프로필의 필드 순서를 바꾸고, 어떤 필드든 선택 또는 필수로 만들며, 주, 도시, 우편번호를 받습니다.
필드 규칙
이름과 주소는 라틴 문자만 쓰게 하고, 최소 연령과 비밀번호 확인을 설정합니다. 이전 시 기존 프로필은 현재 동작을 유지합니다.
이메일 확인
이메일 도메인이 존재하고 메일을 받을 수 있는지 확인합니다. ZeroBounce는 선택 사항이며 자체 계정을 사용합니다.
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.
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.
