B2CORE Back Office
Dynamic Wizard Management
Streamline and configure user interfaces with guided steps, customised workflows, and seamless navigation to offer an interactive experience with B2CORE.
What Are Wizards?
Wizards are modular tools that configure and modify workflows for specific client procedures in the B2CORE UI, including registration, authorisation, password recovery, and more.
By defining step-by-step actions, wizards ensure seamless, tailored processes for your clients and administrators.
Key Features
Customisable Workflows
Configure and customise workflows for registration, authorisation, and password recovery, and add and edit steps to suit your preferences. Assign priority indexes to define the execution order of steps within each workflow.
Multi-Wizard Support
Set up multiple wizards for the same procedure to handle different use cases. Assign default wizards for primary procedures with specialised wizards for external systems.
Granular Controls
Enable or disable wizards easily based on evolving operational needs. Include required and optional steps, with clear steps to guide navigation.
Wizard Use Cases
Registration Wizard
Simplify client onboarding with CAPTCHA verification, credential collection, and access detail confirmation. Advanced custom fields for specific data collection for regulatory needs.
Authorisation Wizard
Enhance login security with CAPTCHA verification and multi-factor authentication via SMS or Google Authenticator.
Password Recovery Wizard
Streamline password reset with identification through email or phone verification and guided password reset with secure confirmation.
Withdrawal Wizard
Ensure secure transactions with verification via email and phone codes and guided confirmations for adding or removing wallet addresses.
Whitelist Management Wizards
Manage wallet security with creation and deletion of withdrawal whitelists and step-by-step confirmations for adding or removing wallet addresses.
Why Choose B2CORE Wizard Management?
01
Enhanced Customisation
Adapt workflows to fit unique business requirements.
02
Streamlined Processes
Eliminate inefficiencies with guided, step-by-step procedures.
03
Improved Security
Secure client actions with multi-layered verification steps.
04
Operational Flexibility
Support multiple workflows for diverse use cases.
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 Wizard Management
Simplify user interaction with guided wizards across registration, authorisation, and password recovery. Transform client interactions and offer smoother navigation with B2CORE today!