주요 기능
상세 거래 정보
Transaction ID: 각 거래의 고유 식별자. Client ID: 거래와 연결된 고객 식별자. Type: 입금, 출금, 이체 또는 환전으로 거래 분류.
소스 관리
Source Currency: 거래가 시작되는 통화. Source Amount: 소스 통화의 거래 금액. Source Commission: 소스 통화로 청구되는 커미션.
대상 상세
Destination Currency: 거래가 변환되는 통화. Destination Amount: 대상 통화의 거래 금액. Destination Commission: 대상 통화로 청구되는 커미션.
거래 상태
Status: 더 명확한 실시간 거래 상태 업데이트. Transparency: 정확한 추적 및 해결 메커니즘. Date: 거래 시작 시점을 나타내는 명확한 타임스탬프.
추가 기능
종합 필터
유형·상태·고객·날짜로 거래를 정렬·필터링해 필요한 정보를 찾는 간편한 방법.
실시간 새로고침
투명성을 높이고 신속한 조치를 위해 거래 상태가 실시간으로 업데이트됩니다.
감사 추적
모든 거래 프로세스와 변경을 추적해 컴플라이언스를 지원하는 상세 로그.
B2CORE 거래 관리를 선택해야 하는 이유
01
올인원 모니터링
통합 인터페이스에서 입금·출금·이체·환전을 관리하세요.
02
정밀성과 정확성
거래 상태, 커미션, 변환을 추적하는 강력한 도구.
03
효율성 개선
중앙화된 데이터로 운영 워크플로를 최적화하고 수동 오류를 최소화하세요.
04
향상된 고객 만족
거래 이슈를 손쉽게 해결해 원활한 고객 상호작용을 유지하세요.
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.
