Back Office B2CORE
Desbloqueie todo o potencial da gestão de clientes
Gerir dados e atividades de clientes nunca foi tão fácil.
Gestão de clientes escalável
O B2CORE adapta-se às necessidades específicas do seu negócio, quer faça a gestão de centenas ou milhares de clientes.
Operações e compliance sem esforço
Otimize operações, reforce o compliance e aumente a eficiência com ferramentas poderosas e fáceis de usar.
Recursos abrangentes para otimizar o seu fluxo
Descubra a nossa vasta gama de recursos pensados para tornar o seu fluxo de trabalho mais eficiente.
Separador Cliente
Faça a gestão dos detalhes principais do cliente sem esforço: ajuste emails, níveis de verificação e categorias de risco, e atribua gestores dedicados para interações personalizadas.
Separadores dedicados para cada aspeto do perfil do cliente: Contactos, Contas, Transações, Finanças, Histórico, Trades, Ficheiros, Definições, Dispositivos e Documentos.
Porquê escolher o B2CORE para gestão de clientes
01
Eficiência
Fornece a traders e brokers ferramentas poderosas de automação e controlo.
02
Compliance
Otimiza procedimentos KYC e AML para cumprir padrões globais.
03
Escalabilidade
Responde a diferentes necessidades de corretoras sem investimento significativo.
04
Segurança
Garanta a segurança dos dados com acompanhamento avançado e permissões.
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.
Assuma o controlo da gestão de clientes agora
As ferramentas avançadas de back-office do B2CORE ajudam a simplificar operações, garantir compliance e trabalhar com mais eficiência.