주요 기능
통화쌍 개요
기준·견적 통화를 알파벳 순으로 확인하세요. 고객 환전용 통화쌍 가용성을 쉽게 토글하세요. 백오피스에서 관리자 레벨 환전을 관리해 통제력을 높이세요.
고급 설정
특정 제공업체에서 환율을 가져오는 우선순위를 정의하세요. 단일 환전 작업의 최대 허용 금액을 설정하세요. 추가 보안을 위해 수동·자동 환전 처리를 설정하세요.
작동 방식
01
통화쌍 관리
백오피스의 Currency Pairs 섹션으로 이동해 사용 가능한 페어를 관리하세요.
02
유연한 커스터마이징
기준/견적 통화를 조정하고 최대 금액, 환율 우선순위, 승인 규칙을 설정하세요.
03
추가 통제
고객/관리자 통제를 관리하고 환율 우선순위를 설정해 제공업체 선택을 최적화하세요.
통화쌍 관리의 이점
맞춤 설정성
비즈니스와 고객 요구에 맞게 통화쌍 구성을 맞춤화하세요.
운영 유연성
관리자 승인과 최대 금액 한도로 환전 프로세스를 통제하세요.
효율성 향상
맞춤 설정 가능한 우선순위로 환율 제공업체를 원활하게 연동하세요.
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.
