B2CORE Back Office
Tüm ödeme yöntemlerini daha sorunsuz kurun, düzenleyin ve yönetin; Back Office'te müşteri işlemlerini ele almak için verimli ve şeffaf süreçlerle öne çıkın.
Tam yapılandırılmış ödeme yöntemleri, öncelikler, gruplar, başlıklar ve adlarla tam kontrol elde edin. Birden fazla para birimini destekleyin ve mevcut ağ geçitlerine bağlı ödeme sağlayıcıları atayın. Daha kolay yönetim için yöntemleri Back Office'ten etkinleştirin ve devre dışı bırakın.
Ödeme yöntemlerinin adlarını, simgelerini, gruplarını ve önceliklerini özelleştirin. Sağlayıcı ayarlarını yapılandırın; özel alanlar veya kur sağlayıcıları ekleyin. Ödeme PSP'si ile işlem komisyonlarını ve para birimlerini ayarlayın.
Yöntem gruplama ve toplu etkinleştirme veya devre dışı bırakmayla operasyonları sadeleştirin. Her grubu adlar, açıklamalar ve tür (kripto veya fiat) ile tanımlayın. Tercihlerinize uyacak şekilde yöntem gruplarının görüntüleme sırasını önceliklendirin.
Her doğrulama seviyesi için çekim, yatırım ve dahili transfer limitlerini ayrı sekmelerde belirleyin. Bir limiti değerini kaybetmeden kapatın. Ölçek, hangi tutarların otomatik işlendiğini, incelemeye gittiğini veya engellendiğini gösterir.
Her ödeme talebi neden otomatik onaylanmadığını açıklar ve müşterinin her limite göre hacmini gösterir.
01
Her ödeme yöntemini iş gereksinimlerinize uyacak şekilde uyarlayın.
02
Güvenli operasyonlar için IP whitelist'lerinden ve kimlik bilgisi doğrulamasından yararlanın.
03
Simgeler, açıklamalar ve önceliklendirilmiş listelerle net ödeme seçenekleri sunun.
04
Sadeleştirilmiş iş akışları için yöntemleri yönetilebilir gruplara düzenleyin.
B2CORE
The admin side of B2CORE: clients, accounts, payments, and reporting managed from one brokerage back office.
How the client Traders Room and the admin back office work together in one CRM.
Frequently Asked
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.
B2CORE ile sorunsuz ve doğru müşteri para çekmelerini sağlayın; gelişmiş kontrol ve özelleştirme araçlarıyla ödeme yönetiminizi bugün sadeleştirin!