Back Office B2CORE
Gestão dinâmica de taxas
Faça a gestão de taxas de câmbio entre fornecedores e moedas a partir de uma plataforma centralizada e explore ferramentas flexíveis para configurar, monitorizar e ajustar taxas.
Principais recursos
Visão geral das taxas
Veja a plataforma ou o fornecedor de pagamento associado a taxas específicas. Ative ou desative taxas facilmente para controlar o estado de atividade e a disponibilidade para utilizadores. Defina moedas base e quote do fornecedor para conversões, com suporte a múltiplas seleções.
Definições detalhadas de taxas
Personalize nomes de taxas para melhor acompanhamento e identificação. Defina parâmetros de ligação para fornecedores que exigem autorização. Verifique e valide definições de ligação do fornecedor em tempo real.
Como funciona
01
Acesso e visão geral
Encontre a secção Taxas e explore uma lista detalhada de taxas específicas por fornecedor.
02
Configuração personalizada
Ajuste moedas e configure ligações de fornecedores para cumprir requisitos de negócio e autorização.
03
Ativar/desativar taxas
Ative ou desative taxas específicas com um clique, para controlo imediato e flexibilidade operacional.
Benefícios da gestão de taxas
Operações otimizadas
Faça a gestão de taxas e moedas específicas por fornecedor a partir de uma plataforma.
Controlo reforçado
Ative ou desative taxas com facilidade para manter configurações atualizadas.
Validação em tempo real
Utilize o recurso Testar Ligação para garantir integração fluida do fornecedor.
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 a gestão de taxas do B2CORE
Otimize taxas de câmbio e conectividade de fornecedores com mais facilidade a partir do Back Office do B2CORE. Defina taxas específicas por fornecedor, acompanhe atividades de câmbio e controle quotes com mais precisão agora!