다루는 핵심 주제
고객 관리
원활한 사용자 경험을 위해 고객 계정을 생성·편집·구성하는 방법을 배우세요.
Learn more재무 관리
입금, 출금, 내부 이체를 포함한 금융 운영 관리의 핵심 인사이트에 접근하세요.
Learn more세이빙스 프로그램 관리
비즈니스 요구에 맞춘 세이빙스·투자 프로그램을 맞춤 설정하고 감독하세요.
Learn more통화 관리
법정화폐 및 암호화폐 지갑을 손쉽게 구성하고 관리하세요.
Learn more보너스 관리
고객 참여와 유지를 위해 보너스 프로그램을 설정하고 모니터링하세요.
Learn more상품 관리
사용자에게 제공되는 서비스와 상품을 통제하고 맞춤 설정하세요.
Learn more플랫폼 관리
MetaTrader, cTrader 등 트레이딩 플랫폼을 연동하고 관리하세요.
Learn more캐시백 옵션 관리
트레이딩 활동을 유도하기 위해 캐시백 기능을 활성화하고 구성하세요.
Learn more광고 옵션 관리
광고 도구를 활용해 오디언스를 효과적으로 알리고 참여시키세요.
Learn more메일링 옵션 관리
최대 효과를 위해 타겟 이메일 캠페인을 만들고 예약하세요.
Learn more인증 옵션 관리
원활한 KYC 및 AML 연동으로 온보딩 프로세스를 간소화하세요.
Learn more시스템 설정 관리
보안, 등록, 알림 시스템 등을 손쉽게 정교하게 조정하세요.
Learn more커뮤니케이션 플랫폼 관리
고객 커뮤니케이션을 강화하고 사용자를 계속 알리는 도구를 설정하세요.
Learn moreB2CORE 모바일
모바일 애플리케이션 구축·최적화에 대한 단계별 가이드를 받으세요.
Learn more릴리스 노트
B2CORE 생태계의 최신 업데이트, 기능, 개선 사항을 파악하세요.
Learn moreFrequently 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.
