B2CORE

B2CORE 后台

确保顺畅的客户注册

管理新客户注册流程并控制可见性设置。探索契合业务目标与监管要求的先进工具。

品牌化客户注册表单

  • 应用您的徽标、背景与表单以匹配品牌形象。

  • 在整个注册流程中保持对国家可见性的完全控制。

含自定义徽标与背景的品牌化 B2CORE 客户注册表单

核心功能

国家信息

在系统中分配唯一 ID 以及官方国家与首都名称。纳入 ISO 3166-2 与 ISO 3166-3 等字母数字代码国际标准。

货币详情

使用标准三字母货币代码分配官方货币名称。正确使用货币辅币单位(如美分与便士)。

地区分类

使用 UN M49 等区域代码识别更广的地缘政治区域。使用次区域代码在主区域内进行更简单的分类。

可见性设置

使用开关决定国家是否出现在注册表单中。在注册或开户时配置可见与隐藏国家。

运作方式

01

启用或禁用国家

控制客户注册流程中可见国家列表。

02

导出国家数据

以 CSV 或 Excel 格式下载列表,便于离线审阅或存档。

03

简化国家管理

配置国家可见性,无需担心添加或编辑数据。

为何使用国家管理功能?

合规

确保仅批准的国家可用于客户注册。

定制能力

按业务与运营需求定制注册流程。

效率

快速管理可见性设置,保障顺畅用户体验。

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.

开始使用

探索 B2CORE 客户注册流程

借助先进工具与开关定制用户注册设置、可见国家、货币与表单,简化流程。立即用 B2CORE 优化新客户注册!

新闻通讯

加入我们的社区,随时了解外汇、加密货币、主经纪与金融科技行业的最新创新

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Best FX/Crypto Technology & liquidity provider

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Best FX CRM Provider

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