核心功能
详尽交易信息
交易 ID：每笔交易的唯一标识符。客户 ID：与交易关联的客户标识符。类型：将交易归类为入金、出金、转账或兑换。
来源管理
来源币种：交易发起所用币种。来源金额：以来源币种计的交易价值。来源佣金：以来源币种收取的佣金。
目的地详情
目的地币种：交易兑换至的币种。目的地金额：以目的地币种计的交易价值。目的地佣金：以目的地币种收取的佣金。
交易状态
状态：交易的实时状态更新，提升清晰度。透明度：准确跟踪与解决机制。日期：标明交易发起时间的清晰时间戳。
附加功能
全面筛选
轻松按类型、状态、客户或日期排序并筛选交易，以找到所需信息。
实时刷新
交易状态实时更新，提升透明度并支持及时行动。
审计轨迹
详尽日志通过跟踪每笔交易流程与变更支持合规。
为何选择 B2CORE 交易管理？
01
一体化监控
从统一界面管理入金、出金、转账与兑换。
02
精确与准确
强大工具用于跟踪交易状态、佣金与兑换。
03
提升效率
借助集中数据优化运营工作流并减少人工错误。
04
提升客户满意度
轻松解决交易问题，保持顺畅客户互动。
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.
