核心功能
全面请求跟踪
查找并解决全部传入请求，并使用分类（待处理、已批准、已拒绝）轻松跟踪进度。以 CSV 或 XLSX 格式共享或下载数据，并保留可见性设置与已应用筛选。
详尽请求洞察
可视化客户 ID、姓名、邮箱与已分配标签，简化组织。按账户设置、交易类型、验证状态与 IB 注册排序请求。
可定制互动
为请求指定特定颜色以便更好地可视化与即时跟踪。在请求上提供备注，改善团队协作与客户沟通。
高级监控工具
通过汇总传入交易并标记差异以供审阅来核实余额。为兼容支付系统调整入金或出金金额，以改善处理。
运作方式
01
监控请求
查看并跟踪全部客户提交请求及关键信息。
02
逐条处理
在详情完全透明的情况下批准或拒绝请求。
03
有效协作
使用评论与颜色标记突出显示以改善团队合作。
04
确保合规
管理财务与合规部门的内部审批。
为何选择 B2CORE 请求管理？
透明度
对每个客户请求提供详尽洞察，从提交到解决全程跟踪。
效率
简化工作流，降低行政开销并提升服务交付。
可定制选项
使用突出显示与内部备注优化跨部门协作。
审计能力
主动核实并监控差异，提升合规水平。
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.
