储蓄预设与计划：概览
储蓄预设
设计并管理储蓄计划的基础设置。预设定义利率、罚金与支付计划等计划参数。未启用的预设确保已停用计划归档但仍可参考。
储蓄计划
通过全面数据跟踪监控活跃客户储蓄计划。查看客户钱包号码、投资金额与已获利息等关键详情。访问已启用、已调度与已取消支付的信息。
储蓄计划核心功能
固定策略
为客户提供在既定持有期内的固定利率。定期发放利息，并在期限结束时全额退还本金。
灵活策略
基于投资金额为客户提供分级利率。提供月度分配，并设置提前出金限额。
动态计划设置
入场费
设置参与计划的入场费用。
罚金配置
定义提前出金的限制。
支付周期
设置利息派发的月度间隔。
预设高级功能
固定预设
计划时长：以 30 天为增量设置投资期限。利率：指定已获利息的固定百分比。取消罚金：以威慑性费用保障计划完整性，防止提前出金。
灵活预设
分级利率：基于投资阈值分配浮动利率。罚金期限：定义避免出金费用的最短持有时长。赎回罚金：确保提前出金的公平退款流程。
无缝客户管理
客户透明度
在详尽仪表盘中查看并管理个人储蓄计划。访问支付历史、即将到来的计划与计划条款。
详尽支付跟踪
跟踪固定储蓄策略即将到来的利息派发。更准确地监控全部计划的已处理支付。
自动调整
创建利息档位并设置明确规则与条件。轻松修改档位设置并更新至活跃计划。
为何选择 B2CORE 做储蓄管理？
01
可扩展性
轻松管理多个储蓄计划。
02
定制能力
按多样化客户需求定制计划。
03
透明度
向客户提供清晰详尽的计划洞察。
04
安全
借助稳健的合规与罚金体系保护投资。
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.
