주요 기능
종합 요청 추적
모든 수신 요청을 찾아 해결하고, Pending, Approved, Rejected 카테고리로 진행을 쉽게 추적하세요. 표시 설정과 적용된 필터를 유지한 채 CSV 또는 XLSX로 데이터를 공유하거나 다운로드하세요.
상세 요청 인사이트
간소화된 정리를 위해 고객 ID, 이름, 이메일, 할당된 태그를 시각화하세요. 계정 설정, 거래 유형, 인증 상태, IB 등록을 기준으로 요청을 정렬하세요.
맞춤 설정 가능한 상호작용
더 나은 시각화와 즉시 추적을 위해 요청에 특정 색상을 할당하세요. 팀 협업과 고객 커뮤니케이션을 위해 요청에 메모를 추가하세요.
고급 모니터링 도구
수신 거래를 요약하고 불일치를 검토용으로 표시해 잔액을 검증하세요. 더 나은 처리를 위해 호환 결제 시스템의 입금·출금 금액을 조정하세요.
작동 방식
01
요청 모니터링
핵심 정보와 함께 모든 고객 제출 요청을 확인하고 추적하세요.
02
개별 해결
상세에 대한 완전한 투명성으로 요청을 승인하거나 거절하세요.
03
효과적인 협업
댓글과 색상 코딩 하이라이트로 팀워크를 개선하세요.
04
컴플라이언스 확보
Finance 및 Compliance 부서의 내부 승인을 관리하세요.
B2CORE 요청 관리를 선택해야 하는 이유
투명성
제출부터 해결까지 완전한 추적으로 모든 고객 요청에 대한 상세 인사이트.
효율성
간소화된 워크플로로 관리 부담을 줄이고 서비스 제공을 강화합니다.
맞춤 설정 가능한 옵션
하이라이트와 내부 메모로 부서 간 협업을 최적화합니다.
감사 기능
더 나은 컴플라이언스를 위한 선제적 검증과 불일치 모니터링.
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.
