B2CORE Back Office
Savings Management Simplified
Empower your clients with flexible and rewarding savings programs, tailored to their financial goals. Manage, configure, and monitor plans and presets with ease in the B2CORE Savings Management.
Savings Presets & Plans: Overview
Savings Presets
Design and manage the foundational settings for savings programs. Presets define program parameters such as interest rates, penalties, and payment schedules. Inactive presets ensure discontinued programs remain archived but accessible for reference.
Savings Plans
Monitor active client savings plans with comprehensive data tracking. View critical details like client wallet numbers, investment amounts, and earned interest. Access information on active, scheduled, and cancelled payments.
Key Features of Savings Programs
Fixed Strategy
Offer clients a fixed interest rate for a defined holding period. Issue periodic interest payments and a full principal refund at the term’s end.
Flexible Strategy
Provide clients with tiered interest rates based on invested amounts. Offer monthly distribution and set limits for early withdrawals.
Dynamic Program Settings
Admission Fees
Set entry costs for program participation.
Penalty Configurations
Define restrictions for early withdrawals.
Payment Periods
Set monthly intervals for interest payouts.
Advanced Features for Presets
Fixed Presets
Plan Length: set investment durations in 30-day increments. Interest Rates: specify fixed percentages for earned interest. Cancellation Penalties: ensure program integrity with deterrent fees for early withdrawals.
Flexible Presets
Tiered Rates: assign floating interest rates based on investment thresholds. Penalty Periods: define minimum holding durations to avoid withdrawal fees. Redeem Penalties: ensure a fair refund process for early withdrawals.
Seamless Client Management
Client Transparency
View and manage individual savings plans in a detailed dashboard. Access payment history, upcoming schedules, and program terms.
Detailed Payment Tracking
Track upcoming interest payouts for Fixed savings strategies. Monitor processed payments on all plans more accurately.
Automated Adjustments
Create interest tiers and set distinct rules and conditions. Modify tier settings and updates to active plans with ease.
Why Choose B2CORE for Savings Management?
01
Scalability
Manage multiple savings programs effortlessly.
02
Customisation
Tailor programs to meet diverse client needs.
03
Transparency
Provide clients with clear and detailed program insights.
04
Security
Protect investments with a robust compliance and penalty system.
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.
Revolutionise Your Savings Programs Today
Try B2CORE Demo and discover seamless savings management with flexible, client-focused solutions.