可扩展的客户管理
无论管理数百还是数千客户，B2CORE 都能契合您的具体业务需求。
轻松运营与合规
借助强大易用的工具简化运营、加强合规并提升效率。
全面功能简化工作流
探索旨在提升工作流效率的广泛功能。
客户选项卡
轻松管理核心客户详情：便捷调整邮箱、验证级别与风险类别，并分配专属经理以提供个性化互动。
客户资料各方面均有专用选项卡：联系人、账户、交易、财务、历史、成交、文件、设置、设备与文档。
为何选择 B2CORE 做客户管理
01
效率
为交易者与经纪商提供强大的自动化与控制工具。
02
合规
简化 KYC 与 AML 流程，以满足全球标准。
03
可扩展性
以较低投入适配不同经纪业务需求。
04
安全
借助先进跟踪与权限保障数据安全。
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.
