B2CORE Back Office
Streamline Client Interactions with Request Management
Manage client-submitted requests effortlessly in one centralised interface. Ensure transparency, accountability, and efficiency within the B2CORE’s Request Management.
Key Features
Comprehensive Request Tracking
Find and resolve all incoming requests and easily track their progress using categories (Pending, Approved, Rejected). Share or download data in CSV or XLSX format with visibility settings and applied filters intact.
Detailed Request Insights
Visualise client ID, name, email, and assigned tags for streamlined organisation. Sort requests based on account setup, transaction type, verification status, and IB enrollment.
Customisable Interactions
Assign specific colours to requests for better visualisation and instant tracking. Provide notes on requests for better team collaboration and client communication.
Advanced Monitoring Tools
Verify balances by summarising incoming transactions and flagging discrepancies for review. Adjust deposit or withdrawal amounts for compatible payment systems for better processing.
How It Works
01
Monitor Requests
View and track all client-submitted requests with key information.
02
Resolve Individually
Approve or reject requests with full transparency into details.
03
Collaborate Effectively
Use comments and colour-coded highlights to improve teamwork.
04
Ensure Compliance
Manage internal approvals for Finance and Compliance departments.
Why Choose B2CORE Request Management?
Transparency
Detailed insights into every client request, with complete tracking from submission to resolution.
Efficiency
Streamlined workflows reduce administrative overhead and enhance service delivery.
Customisable Options
Optimised collaboration across departments using highlight and internal notes.
Audit Capabilities
Proactive verifications and discrepancies monitoring for better compliance.
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.
Explore B2CORE’s Request Management
Handle client requests and enhance team synergy using a comprehensive request system to improve user communication.