Plataforma B2CORE
Anti-phishing
Previna ataques de phishing e proteja os seus clientes com ferramentas avançadas para verificar emails legítimos, evitar mensagens fraudulentas e proteger as contas contra ameaças potenciais.
Principais recursos
Código anti-phishing personalizado
Permita que os clientes criem um código anti-phishing único e personalizado durante a configuração da conta.
Apresente este código em todos os emails e comunicações legítimas da sua plataforma para confirmar a autenticidade.
Verificação de email
Incorpore automaticamente o código anti-phishing em todos os emails enviados aos clientes.
Ajude os utilizadores a verificar rapidamente a legitimidade das mensagens e a evitar esquemas fraudulentos.
Notificações de phishing
Notifique os clientes sobre tentativas de phishing potenciais ou atividade suspeita.
Forneça alertas educativos para aumentar a consciencialização sobre os riscos de phishing.
Monitorização no Back Office
Permita que os admins monitorem relatórios de tentativas de phishing suspeitas.
Acompanhe e sinalize vulnerabilidades potenciais ou atividade maliciosa dirigida a contas de clientes.
Integrações de segurança
Reforce os esforços anti-phishing ao integrar Autenticação de Dois Fatores e Gestão de Dispositivos.
Controle quais operações acionam a Autenticação de Dois Fatores para proteger as contas dos clientes.
Alertas em tempo real
Envie notificações atempadas aos clientes sobre atividade invulgar ou ameaças de phishing detetadas pelo sistema.
Forneça aos utilizadores uma vista detalhada dos carimbos de data/hora das tentativas de login e a ação sugerida.
Benefícios para o utilizador
Segurança reforçada
Permita que os clientes identifiquem comunicações legítimas e evitem esquemas de phishing.
Proteção proativa
Notifique os utilizadores sobre riscos de phishing antes de se tornarem vítimas.
Maior transparência
Construa confiança em todas as comunicações oficiais com códigos de verificação personalizados.
Educação do cliente
Aumente a consciencialização dos utilizadores sobre ameaças de phishing e como evitá-las.
Porquê escolher o B2CORE para anti-phishing?
01
Segurança do cliente
Reduza os riscos de phishing ao fornecer ferramentas para verificar comunicações.
02
Proteção integrada
Combine medidas anti-phishing com 2FA, KYC e monitorização de dispositivos para uma segurança abrangente.
03
Ferramentas personalizáveis
Adapte fluxos anti-phishing e códigos de verificação ao seu modelo de negócio.
04
Escalável e fiável
Suporte bases de utilizadores em crescimento com um sistema eficiente e automatizado.
B2CORE
Where this fits in B2CORE
Trader's Room Platform features
The full index of client-cabinet modules in the B2CORE Traders Room — from registration and KYC to wallets and trading platforms.
B2CORE Forex and crypto CRM
Traders Room, CRM, and back office in one white-label product for Forex and crypto brokers.
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.
The Traders Room (also called client cabinet or client portal) is the client-facing part: where traders register, pass KYC, fund wallets, and open trading accounts. The CRM is the whole system around it — the admin back office, client records, payment integrations, partner module, and reporting. B2CORE is one product that includes both.
Yes. The web Traders Room, iOS and Android apps, emails, and partner portal carry your logo, colours, domain, and language set. Clients see your brokerage brand; B2CORE runs underneath.
Yes. B2CORE is sold as cloud SaaS plans on B2STORE with free setup, same-day activation, and deposit-based fees. The same product can also be deployed as a dedicated installation through B2BROKER.
Yes. The core — clients, KYC, payments, back office — is shared. Forex brokers connect MetaTrader 4, MetaTrader 5, or cTrader accounts and fiat PSPs; crypto brokers add crypto wallets, on-chain deposits and withdrawals, and spot conversion. Multi-asset brokers run both from the same Traders Room.
They are two sides of one database. Every request a client makes in the Traders Room — a deposit, a withdrawal, a new trading account, a KYC upload — appears in the back office for staff to approve, manage, and report on.
Explore o sistema anti-phishing do B2CORE
Proteja a sua plataforma e os seus clientes com o recurso Anti-Phishing do B2CORE. Imponha códigos de verificação e protocolos 2FA para uma segurança mais eficaz!