可設定通知
Assign IDs, types, titles, and texts to each announcement for clear messaging.
Customise action buttons for Required announcements, redirecting clients to specific pages.
Assign IDs, types, titles, and texts to each announcement for clear messaging.
Customise action buttons for Required announcements, redirecting clients to specific pages.
Specify client emails to ensure announcements reach the intended audience.
Activate or deactivate announcements based on platform needs.
View the Announcement Reactions section when users click or open a notification.
Track the client details of users who engaged with the announcement.
依公告內容與重要性指派通知類型。
以模態視窗顯示。此通知需捲動並確認,在確認前會持續顯示。
以標準通知顯示。無需立即操作,可閱讀、關閉或忽略。
以重要更新與精準投放觸達客戶。
以多元類型與設定量身打造公告,符合業務需求。
讓客戶保持知情,並確保必要更新已確認。
01
為通知新增標題、訊息與選用操作按鈕。
02
依訊息重要性選擇必讀或選用。
03
指定客戶電子郵件以精準投放。
04
追蹤客戶互動,掌握參與洞察。
Frequently Asked
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.