B2Core在8月份的最新更新中添加了一些令人兴奋的新功能和增强功能，保证进一步改善用户体验。开发团队致力于提供一个先进的交易室解决方案，功能齐全，易于使用，我们定期与我们的用户分享更新。B2CORE 8月18日起新增的功能包括: 

<p>  </p>  <h3>层级布局 </h3>  <div>  	 我们已经使用我们的B2TRADER exchange解决方案为客户完成了层布局。客户现在可以在Adv UI中查看他们的费用，并点击“去配置”，以访问关于当前层的更详细的信息，交易量和需要多少更多的下一层激活。此更新适用于所有使用B2Trader平台的B2Core所有者。<br>   

B2Broker显示最新的B2Core更新集，包括新的批量操作和奖励功能 

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提供行业可扩展的解决方案、先进技术和卓越支持。

查看我们交易产品的技术规范及其分层保证金要求。

我们提供多种连接选项。了解更多信息。

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获得顶级外汇流动性，配备强大技术、快速执行、全天候支持和有竞争力的价格。

以有竞争力的价格和紧密的点差获取现货金属流动性，适用于多头和空头仓位。

获取全球指数流动性，实现多样化敞口，享受紧密点差、最佳价格和超深市场。

提供石油、天然气和替代能源的交易解决方案，并享受实时数据和分析。

了解我们的加密差价合约解决方案，结合来自交易所、非银行流动性提供商、经纪商等的流动性。

通过单一账户访问全球股票差价合约，获取全球股票市场覆盖。

通过主要欧美和亚洲交易所的ETF，为客户提供多元化投资选择。

提供NDF工具，用于灵活的结算日期和货币对，以适应市场波动。

 外汇/差价合约保证金

实用链接

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流动性

通过我们的外汇CRM优化您的经纪业务：简化运营、客户关系、分析和风险管理。

B2CORE

使新手交易者能够模仿专家策略。在7天内启动您的复制交易平台，提供全面支持。

使用我们的PAMM平，让交易者在您的经纪平台内创建投资基金，并根据交易量或利润赚取收入，。

通过我们的高级MAM平台简化多账户管理，分配交易并执行大宗订单。

B2COPY

用B2CONNECT获得竞争优势 - 快速订单路由、卓越的价格匹配和流动性聚合。

B2CONNECT

用于快速、高效地建立自营交易业务的现成解决方案

B2PROP

多市场、多资产的终极交易平台，助您高效运营外汇与加密货币经纪业务。

B2TRADER

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技术

为您的客户提供卓越的交易体验，使用cTrader White Label - 一个全功能的经纪基础设施。

提供符合 Traders First™ 理念的高端服务。这一平台为交易者提供可靠、透明的交易体验，深受信赖。

多市场、多资产的终极交易平台，助力您运营外汇和加密货币经纪业务。

并排比较主流交易平台，选择最适合您需求的解决方案。

WL 平台

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白标

借助我们的一站式解决方案，在不到一个月内上线您的专属加密货币交易所——高性能、安全、用户友好。



通过我们的一站式方案拥有自己的外汇经纪业务：可靠的技术支持、7×24 小时客户服务和后台管理工具。

借助我们的加密经纪软件快速进入数字资产市场。节省成本、时间与人力。



借助我们的整体解决方案开启您的流动性提供商业务。

一站式解决方案

提供符合 Traders First™ 理念的高端服务。该平台为交易者带来可靠、透明的交易体验，值得信赖。

自营交易解决方案

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使用我们的解决方案轻松完成 MT5* 服务器的搭建与安装，助您专注于差价合约与外汇业务。

我们为您的差价合约与外汇业务优化 MT4* 服务器的配置与运维，助您专注核心业务。

我们的专业团队将高效配置您的 cTrader 服务器，让您专注于经纪业务的拓展。

我们将帮助您优化 OneZero 的连接性与配置，顺畅提升经纪运营效率。

提供 Prime XM 的搭建、维护与优化服务，由专家团队全程支持。

交易平台服务器服务

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凭借多年的行业经验，我们致力于提供创新解决方案和高效的客户服务。

加入我们多元化的团队，探索丰富的工作机会、实习岗位和职业发展资源。

我们与顶级科技独角兽及开发公司合作，共同推动我们的创新型经纪解决方案。

加入我们的代理合作计划，通过引荐客户获得佣金，参与活动，拓展人脉网络。

公司

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Learn how a Forex CRM system streamlines onboarding, enhances compliance, and empowers brokers to scale in today's competitive trading market.

Tamta Suladze 是一位经验丰富的内容与沟通策略师，在金融科技和 B2B SaaS 领域拥有丰富的背景。凭借扎实的新闻和媒体基础，她为金融和技术领域带来了独特的叙事风格。目前，Tamta 是 B2BROKER 市场团队的一员，她推动内容计划，将复杂的金融科技解决方案转化为清晰、有吸引力的故事，面向全球受众传达。

Tamta Suladze 是一位经验丰富的内容和传播策略师，在金融科技和B2B SaaS领域拥有丰富的背景。凭借扎实的新闻和媒体基础，她为金融和科技领域带来了独特的故事讲述魅力。

Tamta Suladze 

, where markets move in milliseconds, and client expectations are sky-high, there’s one truth that remains constant: success isn’t built on execution speed alone — it’s built on the systems behind the screen.

. More than a contact manager or support tool, it’s the operational heartbeat of a brokerage. It aligns onboarding, compliance, communication, and internal coordination into a single, smooth-running rhythm. 

In this article, we pull back the curtain to explore how a modern Forex CRM transforms chaos into control — and equips brokers to scale with confidence in today’s hyper-competitive landscape.

Forex CRM - Concept and Its Role in the Modern Trading Landscape

At first glance, the term “CRM” might seem like just another business acronym. But in the context of a Forex brokerage, it means something far more precise and vital. 

A Forex CRM isn’t just about storing contacts or tracking sales—it’s the digital nervous system of the brokerage. It connects onboarding flows, client communication, trading behaviour, compliance, sales activities, and technical integrations into one operational rhythm.

 operate in a space that demands not only precision and speed but also flexibility and compliance. You’re dealing with live markets, volatile instruments, diverse client expectations, and global regulatory frameworks. Trying to manage all that with scattered tools or spreadsheets is a liability. A Forex CRM brings everything under one roof.

It automates the tedious aspects of the job—such as handling document submissions, client verification, and tracking trading activity—so that teams can focus on what truly drives the business forward: building relationships, analysing behaviour, and making informed decisions in real time. However, the real impact of a CRM becomes evident in the details.

In a landscape where every brokerage promises 

 and fast execution, what often makes the difference is the backend—the infrastructure that enables teams to act quickly and intelligently. A good CRM doesn’t just help a broker stay organised. It changes how they scale. 

It transforms compliance from a burden into a routine. It shortens onboarding from days to minutes. And it gives leadership the visibility they need to steer the business with confidence.

A fully integrated Forex CRM can reduce client onboarding time by up to 80%, thanks to automated verification and document handling.

How Forex CRM Improves Brokerage Efficiency?

In the world of Forex trading, time is money—and inefficiency is expensive. Brokerages that want to scale successfully must operate with precision, speed, and a deep understanding of their clients. This is where a modern Forex CRM becomes indispensable.

Below, we explore five critical areas where a Forex CRM directly enhances efficiency, reduces operational friction, and creates room for growth.

One of the most time-sensitive processes in any brokerage is onboarding a new client. Without the right infrastructure, it can be clunky, manual, and prone to error. A Forex CRM streamlines this into a fast and frictionless experience. 

By automating KYC and AML procedures—such as identity verification, document collection, and screening against sanction lists—the CRM significantly reduces the manual overhead that typically burdens compliance teams.

Integrated document management systems allow clients to upload their files directly within the interface, where they can be automatically reviewed, flagged, or approved. E-signature functionality means no more print-scan loops; agreements can be finalised in a matter of clicks. Real-time validation of client data ensures that mistakes are caught early, while intuitive workflows help applicants progress through the funnel efficiently.

Centralised Client and Sales Data Management

Disorganised data is a silent killer of productivity. Without a centralised source of truth, sales teams chase leads blindly, support teams repeat questions, and managers operate without a clear picture of performance. A Forex CRM addresses this by consolidating all client-related data—from personal profiles and trading history to deposit behaviour and communication logs—into a unified dashboard.

This centralisation breaks down silos between departments, allowing for seamless collaboration. Sales, marketing, and support teams can work in sync, using shared context to personalise their interactions and avoid redundant outreach. 

The CRM also integrates seamlessly with trading platforms and payment processors, ensuring that transactional data feeds directly into the client profile.

Instead of juggling multiple tools or chasing down scattered files, employees can focus on strategy rather than administrative work. It’s not just about storing data—it’s about making it usable, actionable, and accessible in real-time.

Enhanced Communication and Client Retention

 is just as important as acquisition—and communication is the key that connects both. A well-equipped Forex CRM serves as a central communication hub. It typically includes built-in 

, chat tools, and messaging features that enable brokers to engage with clients through multiple channels, including email, SMS, push notifications, and in-app alerts.

What makes this powerful isn’t just the ability to send messages but to do it with precision. The CRM can segment the client base. Automated follow-up sequences can be triggered after specific events—like a missed deposit or a prolonged inactivity—helping to re-engage clients before they churn. 

With all conversations stored and tracked, agents gain full context every time a client reaches out. The outcome: faster response times, fewer dropped issues, and a relationship that feels attentive and human at scale.

Advanced Reporting and Business Intelligence

Every brokerage needs insight to grow—but without the right tools, reporting can be a time-consuming and error-prone task. A robust Forex CRM turns raw data into business intelligence. 

Managers can customise performance dashboards to track the KPIs that matter most, including conversion rates, deposit patterns, trading volume, churn risk, and sales efficiency.

Beyond operations, compliance teams benefit from automated logs that document client interactions, document flows, and financial transactions. This creates a clear audit trail with minimal manual input. Reports that used to take hours can be generated in minutes, freeing teams to focus on strategy rather than spreadsheets.

Regulatory Compliance and Risk Monitoring

In an industry that operates under constant regulatory pressure, staying compliant isn’t optional—it’s survival. A Forex CRM takes much of the stress out of compliance by embedding regulatory safeguards directly into the workflow.

Every interaction, document, and transaction is recorded and time-stamped, forming a comprehensive audit trail that can be retrieved instantly during inspections or audits.

Advanced CRMs are equipped with risk monitoring tools that flag unusual behaviour—such as sudden deposit spikes or trading anomalies—that could indicate money laundering or fraud. Integration with AML databases and sanction lists ensures that clients are continuously screened, not just during the onboarding process.

B2CORE in Brokerage Business — The Technology Engine Behind Top-Tier Brokers

Running a successful brokerage today is no easy task. Beyond just offering a trading platform, brokers must deliver a secure, seamless, and highly personalised experience for every client — from retail traders exploring crypto for the first time to seasoned institutions demanding lightning-fast execution and total control over their accounts.

— a powerful, modular solution that consolidates client onboarding, account management, compliance, payments, trading integrations, and more into a single, centralised platform. 

For brokers, B2CORE isn’t just a CRM or back office. It’s the digital command centre that powers the entire business.

In the brokerage world, the client experience can make or break a business. B2CORE empowers brokers to create intuitive, branded portals where clients can register, verify their identity, manage accounts, and interact with the platform — all from a sleek, user-friendly dashboard.

The onboarding process becomes remarkably smooth. Traders can complete their 

, upload documents, receive approval, and get started in just minutes. 

Once inside the cabinet, clients have access to live wallet balances, trading account overviews, and a clear transaction history. Everything feels connected, fast, and transparent — exactly what today’s clients expect.

Smart Wallet System for Real-Time Fund Management

What sets B2CORE apart is its sophisticated wallet architecture. Brokers can offer clients 

 that support various asset types and currencies. 

This means users can move funds between their personal wallet and trading accounts with just a few clicks, whether they’re using MetaTrader, cTrader, or another platform.

Currency conversion, transfers between accounts, and real-time balance syncing are all handled seamlessly in the background. The result? A financial environment where clients are always in control and brokers never miss a beat when it comes to liquidity flow.

For brokers, integrating with trading platforms can often feel like stitching together a patchwork of legacy tools. B2CORE changes that dynamic. It connects directly with platforms such as MT4, MT5, and cTrader, allowing clients to create and manage trading accounts directly from their dashboards.

This deep integration eliminates the need for manual account setup or clunky third-party portals. Clients can monitor trading activity, request account changes, and receive real-time updates, while brokers gain centralised visibility into platform performance and client behaviour.

Payments are often a bottleneck in brokerage operations — but not with B2CORE. The system supports a wide range of 

, from traditional fiat to cryptocurrencies. Brokers can connect to over 100 providers, giving clients instant access to deposits and withdrawals through their preferred channels.

More importantly, the platform comes equipped with robust fraud controls and automated payment verification workflows. Whether it’s processing a wire transfer from a bank in Europe or a USDT deposit from a wallet in Asia, everything is handled with minimal friction and maximum security.

In today’s highly regulated environment, compliance is not optional — it’s critical. B2CORE simplifies this by embedding compliance processes directly into the user journey. Brokers can define custom Know Your Customer (KYC) rules, configure approval tiers, and track user activity with comprehensive audit logs.

The platform also supports integration with leading AML/KYC providers, allowing for automatic background checks and document verification. By eliminating manual steps and maintaining full traceability, B2CORE enables brokers to stay compliant without slowing down their business.

Behind every successful brokerage is a team managing operations, risk, and customer engagement. B2CORE’s admin portal provides this team with the tools they need to manage the entire ecosystem. From tracking deposits and withdrawals to configuring trading rules or launching promotions — everything is at their fingertips.

The portal is intuitive and designed to minimise dependence on IT. That means business teams can make changes in real-time without waiting days for technical support. For fast-moving brokerages, this agility can be a serious competitive advantage.

Supporting Growth Through Better Engagement

Beyond operations, B2CORE helps brokers engage and retain their clients. Built-in tools, such as email and push notifications, 

, make it easy to create effective marketing campaigns. 

Brokers can run bonus promotions, issue referral rewards, and trigger alerts when key events happen — all from within the platform.

Support is also integrated natively. Clients can open tickets, ask questions, and receive assistance from their dashboard. This level of integration fosters trust and encourages traders to return.

The most successful brokerages don't just offer great trading conditions — they deliver an experience that feels effortless from the very first click. And that kind of seamless service isn't magic. It's systems.

A powerful Forex CRM acts like the conductor of a high-speed orchestra: onboarding new clients in minutes, ensuring compliance is baked into every step, and keeping every department — from sales to support — in perfect harmony.

In a world where client loyalty hinges on experience, and operational errors can cost more than just money, a Forex CRM is no longer a nice-to-have — it's your competitive edge.

What does a Forex CRM do for brokerages?

How does it help with compliance?

Can a Forex CRM handle both crypto and fiat transactions?

Is a Forex CRM only useful for large brokers?

5 Ways Forex CRM Enhances and Scales Brokerage Efficiency

作为一个勤奋工作、目标明确、全面发展的人，我总是努力做好每一项工作。面对生活中具有挑战性的任务，我养成了理性思考和创造性解决问题的习惯，这不仅有助于我个人的发展，也有助于我作为一名专业人员的发展。

谈到我的职业活动，我可以说，我一直被外语学习所吸引，后来我开始学习翻译和语言学。我拥有丰富的俄语、英语和西班牙语翻译经验以及良好的市场营销和经济知识，成功掌握了文案写作的艺术，这为我在金融科技、金融市场和加密货币领域撰写文章打下了坚实的基础。

Constantine Belov 

盘后交易是指在正式交易时间结束后交换各种资产。通常，交易市场有四个不同的时段——盘前和常规盘前时段、盘中时段，最后是盘后时段。

了解盘后交易

我是一名经验丰富的文案撰稿人，拥有深厚的金融背景，擅长制作通俗易懂、引人入胜且有价值的内容。我通过制作该领域引人入胜的内容来揭开金融科技和加密货币世界的神秘面纱。我相信，每一个复杂的概念、想法和方法都能以一种易懂和令人兴奋的方式呈现出来，而我的工作就是为每一个新话题找到这种方式。我不断挑战自己，制作对目标受众具有不可或缺价值的内容，让读者不费吹灰之力就能理解日益复杂的观点。

我是一名经验丰富的文案撰稿人，拥有深厚的金融背景，擅长制作通俗易懂、引人入胜且有价值的内容。我通过制作该领域引人入胜的内容来揭开金融科技和加密货币世界的神秘面纱。 

Levan Putkaradze 

德国专注于加密货币的数字银行 Nuri 已宣布破产，并将其归咎于宏观经济挑战和加密货币市场崩溃。该公司前身为 Bitwala，周二在柏林法院申请破产，就在几周前，该公司宣布计划裁员 20% 以实现盈利。

                            <p>德国专注于加密货币的数字银行 Nuri 已宣布破产，并将其归咎于宏观经济挑战和加密货币市场崩溃。该公司前身为 Bitwala，周二在柏林法院申请破产，就在几周前，该公司宣布计划裁员 20% 以实现盈利。</p>                                                        <p>它声称这一变化“对我们在 Nuri 的服务、资金或投资没有影响”，并且客户可以“确保访问”他们的资产，这些资产可能随时被提款。</p>                                                        <p>这家德国移动银行依靠 Solarisbank 来满足许可和监管需求，同时为用户提供储蓄和加密投资选择。该公司目前拥有 500,000 名客户，其收入在 2021 年增长了两倍。</p>                                                        <p>然而，Covid-19 流行病、欧洲冲突、重大的加密货币抛售、Luna/Terra 系统的内爆以及摄氏度和其他主要加密货币的破产资金已经影响了 Nuri 的商业模式。</p>                                                        <p>“我们确信，在公司目前的情况下，破产程序为制定可持续的长期重组模式提供了最大的框架，”Nuri 在一份声明中宣布。</p>                            

Nuri 银行申请破产的真正原因

FX Expo Cyprus 2019 - Highlights by B2Broker