赠金预设
简化工作流
创建标准以保持赠金配置一致。
可定制选项
定义到期日、交易规则与佣金等预设。
默认预设
在入金时自动发放赠金，简化用户激励。
灵活策略
调整交易订单间隔与品种，以满足运营需求。
赠金发放
跟踪并发放赠金
通过集中式仪表盘高效管理赠金。
透明跟踪
查看已发放赠金、监控状态并处理手动发放。
详尽洞察
访问客户专属赠金详情，如交易量与到期日。
错误处理
重新激活已过期赠金或撤销待处理赠金，实现全面控制。
临时赠金
限时促销
以专属优惠吸引并奖励客户。
以客户为中心的设计
在 B2CORE 界面展示临时赠金计划，便于领取。
自定义参数
设置有效期、单位手数比例与平台专属赠金可用性。
自动化管理
支持即时入账或无罚金出金，提升便利性。
附加功能
高级跟踪工具
通过详尽报表与可视化仪表盘监控赠金使用情况。洞察计划表现并随时优化策略。
与交易平台集成
确保与 MetaTrader 4/5 及 B2TRADER 无缝兼容。支持在多个交易平台使用与分配赠金。
为何选择 B2CORE 赠金管理？
01
定制能力
按业务模式与客户需求定制赠金。
02
透明度
向客户提供清晰的赠金条款与要求。
03
效率
自动化流程，轻松规模化管理赠金。
04
灵活性
动态调整设置，以适应不断变化的市场需求。
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.
