核心功能
个人信息管理
允许客户轻松更新姓名、联系方式与地址详情。
确保数据准确并符合法规。
活动跟踪
显示客户入金、出金、交易者与转账的完整历史。
准确监控客户与管理员的登录时间戳及设备使用情况。
偏好与设置
允许用户定制偏好，如通知与支付方式。
通过语言选择提供灵活的界面定制。
实时数据同步
确保设置更新即时应用于整个平台。
提供移动端与桌面端界面之间更顺畅的互操作性。
安全工具
提供高级安全功能，如双重认证（2FA）设置。
提供集中式设备管理，增强账户防护。
用户优势
便捷
在一处管理个人详情、偏好与支付方式。
透明度
为客户提供活动与账户使用情况的清晰概览。
定制
允许用户通过语言与通知设置定制体验。
安全
以稳健安全措施与实时数据更新增强信任。
为何选择 B2CORE 个人资料页？
01
精简管理
为客户与管理员简化账户处理。
02
功能集成
在单一界面结合个人数据、偏好与安全工具。
03
可扩展方案
以专为效率与易用性设计的平台支持不断增长的客户群。
04
数据安全
以行业领先安全协议保护敏感信息。
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.
