주요 기능
맞춤 설정 가능한 표시
고유 URL 꼬리(예: /dashboard)로 정의된 특정 페이지에 배너를 표시하세요. 최적화된 UX를 위해 데스크톱 또는 모바일용으로 구성하세요. UI 선호에 맞는 라이트·다크 테마 배너를 디자인하세요.
고급 옵션
Banner Priority로 배너 표시 순서를 설정하세요. 고객 국가나 계정 인증 레벨로 표시를 제한하세요. 외부·내부 페이지로 트래픽을 유도하는 URL 버튼을 추가하세요.
배너 상세
배너에 고유 ID를 할당하고 라이트·다크 테마용 제목을 지정하세요. 표시 상태를 설정하고 관련 백오피스 작성자를 기록하세요. 모니터링·감사를 위해 디자인·수정 타임스탬프를 추적하세요.
작동 방식
01
배너 관리
테마·페이지·플랫폼용 맞춤 설정으로 배너를 추가하거나 편집하세요.
02
환경설정 조정
우선순위로 배너 표시와 순서를 설정하고 국가·계정 제한을 적용하세요.
03
미리보기 및 게시
라이트/다크 테마를 검토하고 B2CORE UI 또는 모바일 앱에서 배너를 활성화하세요.
배너 관리의 이점
참여 강화
프로모션, 업데이트, 이벤트를 효과적으로 전달하세요.
개인화된 메시징
특정 고객 그룹이나 계정 상태에 맞게 배너를 맞춤화하세요.
효율적인 커뮤니케이션
다목적 배너로 공지와 마케팅 활동을 활성화하세요.
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.
