Plataforma B2CORE
Poupanças
Ajude os seus clientes a fazer crescer o património com o recurso de Poupanças do B2CORE. Ofereça contas com juros, termos personalizáveis e recompensas para clientes fiéis.
Principais recursos
Suporte multi-moeda
Ofereça opções de poupança em fiat e criptomoeda.
Permita que os utilizadores diversifiquem as poupanças por múltiplas moedas e carteiras.
Termos personalizáveis
Configure taxas de juro, períodos de bloqueio e frequências de pagamento.
Ofereça planos de poupança fixos ou flexíveis de acordo com as preferências dos clientes.
Acompanhamento em tempo real
Permita que os clientes vejam e façam a gestão de contas de poupança em tempo real.
Forneça atualizações instantâneas sobre juros acumulados e saldos da conta.
Carteiras integradas
Simplifique o financiamento e as transferências entre poupanças e carteiras ativas.
Permita depósitos e levantamentos de contas de poupança diretamente no Portal do Cliente B2CORE.
Transparência e segurança
Ofereça históricos detalhados de transações e extratos de poupanças.
Proteja fundos com recursos avançados de segurança, incluindo autenticação de dois fatores (2FA) e encriptação.
Benefícios para o utilizador
Flexibilidade
Responda a necessidades diversificadas dos clientes com planos de poupança personalizáveis.
Facilidade de utilização
Faça a gestão de poupanças de forma fluida no Portal do Cliente B2CORE.
Transparência
Forneça informações detalhadas sobre juros ganhos e atividade da conta.
Segurança
Garanta que fundos e dados estão protegidos com protocolos líderes da indústria.
Porquê escolher o B2CORE para poupanças?
01
Ferramentas abrangentes
Faça a gestão de poupanças, depósitos, levantamentos e transferências num único sistema.
02
Personalizável e escalável
Ajuste produtos de poupança às preferências dos clientes e aos requisitos do negócio.
03
Engagement do cliente
Atraia e retenha clientes com programas de poupança competitivos e retornos atrativos.
04
Seguro e fiável
Utilize uma infraestrutura robusta e fluida que promove confiança e sustentabilidade.
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 as poupanças do B2CORE
Melhore a retenção de clientes com retornos sustentáveis no recurso de Poupanças do B2CORE hoje!