B2CORE v21 Release: Marketing Automation, SendGrid Integration, and a Refined Web Experience on Mobile

We continue to sharpen your brokerage's competitive edge with the launch of B2CORE v21! This release brings UI updates and improved crypto deposits flow, a new Notifications section, expanded Payment System Service, and enables you to share user data with Salesforce and SendGrid to drive sophisticated sales and marketing automation.

Let’s break down all the new additions in detail.

Expand Your Reach with New Payment Integrations in PSS (Payment System Service)

Payment System Service is in-house developed by B2CORE for stable transaction processing. 

We continue to broaden your global transaction capabilities. Three new integrated providers offer your clients localized, reliable funding methods that cater to diverse regional preferences:

• Visionpay (HILZI) — with support for both deposits and withdrawals
• LuqaPay — with support for client withdrawals
• Ozow  — with support for instant deposits

Providing these regional gateways helps you build a more inclusive financial ecosystem for a global audience. 

Optimize Conversions with the Improved Crypto Deposit Flow

Give your traders a transparent funding experience with our overhauled interface. We improved the crypto deposit layout to display clear fee breakdowns and indicative recalculations as soon as a user initiates a transaction.

The updated design builds immediate trust through transparency. Your traders see exactly what they will receive before moving any assets, which helps you achieve higher deposit success rates and keeps your audience engaged for the long term.

Consolidate Every Move with Unified Financial History

Your clients can now track their entire financial journey through a single, streamlined view. The All Transactions feed consolidates deposits, exchanges, and transfers into a single, chronological list. Traders stay focused on their strategy because they no longer need to switch between different tabs to find specific records.

Deliver the Improved Web Experience on Mobile Devices

Nowadays, most users use phones in daily trading and financial activities. The B2CORE team delivered improved usability in the mobile web interface to make it more user-friendly and pleasant. We optimized the entire layout to maximize data visibility and interaction speed on smaller screens.

Wallet cards are now more compact, allowing for faster navigation through assets. The new design displays essential balance information clearly without cluttering the view.

Trading account cards feature a cleaner, streamlined layout for easier use on phones. Your clients can now monitor positions and initiate trades efficiently directly from their mobile browser.

The Transaction History view now supports mobile browsing. We refined the scrolling mechanics to ensure data loads instantly during rapid navigation, providing a native-like feel.

Stay Informed with Notification Center

Keeping users updated shouldn't interrupt their workflow. The upgraded Notification Center delivers alerts and historical data.

We redesigned the notification curtain to support seamless scrolling through message history. Traders can now view unread alerts and review past history. Your workflows remain uninterrupted while you stay up to date with essential platform changes.

A new dedicated section stores the complete timeline of user interactions and system alerts. Track critical first events, such as security warnings and new device logins, in one place. Your clients gain full visibility into their account activity, improving security awareness.

Dynamic Address Verification

Empower clients to update their residential address directly in the profile and keep it actual. Make compliance records accurate for every audit while financial operations remain active during the review.

Marketing Automation via SendGrid

Launch targeted email campaigns using real-time client data. The SendGrid integration syncs specific user attributes directly to your mailing lists, including key user details such as email addresses, names, verification levels, countries, and more.

Configure automated workflows that react to client status changes immediately. You can trigger onboarding sequences upon registration or send reactivation offers to inactive users. This drives higher engagement and retention rates.

Salesforce Data Synchronization

Push essential client profiles directly into your Salesforce CRM to give your sales team an immediate advantage. B2CORE synchronizes names, emails, and verification statuses the instant a new lead signs up. Your agents work with fresh, accurate data to accelerate the journey from lead to active trader.

The Opportunity for Market Segmentation

Tailor your platform offerings to specific markets with absolute precision. Use new segmentation settings to restrict menu items based on a client's Country or Jurisdiction and activate specific features only for relevant regions to maintain local compliance automatically.

Elevate Support with Native Zendesk Chat-Bot

Embed support directly into your client's journey with the new native Zendesk widget. Your users can initiate live chats or interact with automated bots instantly from both desktop and mobile web interfaces without ever leaving the Trader’s Room space.

The system understands the user’s data directly and shares it with the support agent. The seamless data handoff eliminates repetitive verification steps, significantly accelerating the entire support process.

You can configure your chatbot logic within your existing Zendesk workspace. Then simply activate the integration via a feature toggle in the B2CORE Back Office to launch the widget.

Setting a New Benchmark for Brokerage Management

B2CORE v21 transforms your back office into a revenue-generating asset. You gain direct control over sales pipelines and automated marketing campaigns while your clients enjoy a seamless financial experience on any device.

Innovation never stops at B2BROKER. Our team is already preparing the next wave of enhancements to keep your brokerage ahead of the market!