核心功能
强大工具
银行与对冲基金核心功能
借助 B2CORE 先进 CRM 基础设施，实现卓越运营。
免费客户专区
通过安全、高效的平台管理机构与高净值客户。
WebAPI 集成
获取实时数据并无缝集成，增强系统能力。
定制报告工具
生成面向高端投资者的详细报告与可执行洞察。
可靠运营
机构金融的技术精度
精细调校的系统，满足机构交易与高净值客户管理的严苛要求。
稳健基础设施
从容处理高频交易、大额交易量与复杂工作流，无延迟。
一流支持工具
借助主动式多语言技术支持，提升运营能力。
无缝移动应用
赋能客户随时随地通过应用访问并管理账户。
后台与集成
机构级解决方案
以强大工具与集成简化并优化机构运营。
全面后台
通过单一界面更高效地管理合规、入驻与大批量交易。
企业级集成
连接 Salesforce、Zendesk、Slack 等工具，增强内部协作与客户服务。
自动化提效
自动处理文档管理与交易处理等重复任务，专注战略增长。
为何为银行与对冲基金选择 B2CORE？
专为机构打造
专为应对银行与对冲基金运营的独特复杂性而设计。
合规就绪
更轻松地纳入监管标准与合规工具。
可扩展方案
高度自适应系统，快速响应市场变化且不停机。
增强安全性
符合要求的安全与数据管理协议，保障用户数据与资金。
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.
