B2CORE

B2CORE 平台

营销工具

借助 B2CORE 营销工具提升客户互动与推广效果。在平台内更顺畅地开展活动、高效沟通、提升留存并管理营销举措。

https://my.b2broker.com/promo
含推荐链接与二维码的 B2CORE IB Room 推广界面

核心功能

B2CORE 推广横幅图库
创建横幅对话框

横幅活动

  • 为个性化活动与目标分群配置横幅。

  • 展示推广横幅,向客户传达赠金、特别优惠与即将举行的活动。

客户通知

  • 通过推送通知、邮件与应用内消息传达促销、更新与交易机会。

  • 借助自动通知确保客户不错过重要公告。

B2CORE 通知面板
邮件通知模板
含横幅管理表的 B2CORE 后台推广界面
联盟计划配置对话框

联盟与 IB 支持

  • 为介绍经纪人与联盟推广方提供品牌横幅、自定义推荐链接及其他营销素材。

  • 通过详细报表与透明分析跟踪联盟活动与财务表现。

推广落地页

  • 以定向落地页引流并提升转化。

  • 借助 Google Analytics 及其他跟踪工具监控活动表现。

B2CORE 推广落地页
Google Analytics 跟踪
含横幅管理表的 B2CORE 后台推广界面
含操作与互动的推广分析卡片

应用内营销仪表盘

  • 从一个界面管理全部营销活动。

  • 以实时分析与指标跟踪活动表现。

活动排期与管理

  • 按市场趋势或特殊场合安排促销与活动。

  • 自动启动与结束营销举措,执行更顺畅。

含日期、时间与活动描述的 B2CORE 排期对话框

用户优势

提升参与度

以定向活动让客户保持知情并获得激励。

更高效率

直接在 B2CORE 客户门户内管理营销工作。

更好扩展性

调整营销工具以支持不断增长的活动与客户群。

数据驱动洞察

借助详细分析与报表优化营销策略。

为何选择 B2CORE 营销工具?

01

集成方案

无需离开平台即可开展活动并管理客户沟通。

02

可定制灵活

使营销素材与信息契合品牌与受众。

03

高级跟踪

以实时数据监控活动成效并跟踪客户参与。

04

全面工具

以先进基础设施支持联盟、横幅与通知。

B2CORE

Where This Fits in B2CORE

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.

The Traders Room (also called client cabinet or client portal) is the client-facing part: where traders register, pass KYC, fund wallets, and open trading accounts. The CRM is the whole system around it — the admin back office, client records, payment integrations, partner module, and reporting. B2CORE is one product that includes both.

Yes. The web Traders Room, iOS and Android apps, emails, and partner portal carry your logo, colours, domain, and language set. Clients see your brokerage brand; B2CORE runs underneath.

Yes. B2CORE is sold as cloud SaaS plans on B2STORE with free setup, same-day activation, and deposit-based fees. The same product can also be deployed as a dedicated installation through B2BROKER.

Yes. The core — clients, KYC, payments, back office — is shared. Forex brokers connect MetaTrader 4, MetaTrader 5, or cTrader accounts and fiat PSPs; crypto brokers add crypto wallets, on-chain deposits and withdrawals, and spot conversion. Multi-asset brokers run both from the same Traders Room.

They are two sides of one database. Every request a client makes in the Traders Room — a deposit, a withdrawal, a new trading account, a KYC upload — appears in the back office for staff to approve, manage, and report on.

开始使用

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Best White Label Solution

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Best Liquidity Provider & Best Crypto Processing System

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Best Payment Solutions Provider & Best Technology Provider

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Best Founder (Fintech)

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Best Liquidity Provider

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Money Expo India

Best Crypto Processing System

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Best Crypto Payment Solution Provider

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Forex Traders Summit Dubai

Middle East 50 Most Influential Figures: Arthur Azizov

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Forex Traders Summit Dubai

Best Multi-Assets Liquidity Provider

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Best Liquidity Provider

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Crypto Expo Dubai

Best Crypto Payment Provider

Crypto Expo Dubai

Crypto Expo Dubai

Best Crypto Technology Provider

Crypto Expo Dubai

FOREX EXPO

Best FX/Crypto Technology & liquidity provider

FOREX EXPO

Global FOREX Awards

Best Crypto CFD Liquidity Provider

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Best White Label Solution

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Best FX CRM Provider

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