可擴充的客戶管理
無論管理數百或數千名客戶，B2CORE 都能因應您的特定業務需求。
輕鬆營運與合規
以強大易用工具精簡營運、強化合規並提升效率。
全面功能精簡工作流程
發掘專為提升工作流程效率而設計的豐富功能。
客戶分頁
輕鬆管理核心客戶詳情：調整電子郵件、驗證等級與風險類別，並指派專屬經理以提供個人化互動。
客戶檔案各方面皆有專屬分頁：聯絡人、帳戶、交易、財務、歷史、成交、檔案、設定、裝置與文件。
為何選擇 B2CORE 客戶管理
01
效率
為交易者與經紀商提供強大自動化與控制工具。
02
合規
精簡 KYC 與 AML 程序，符合全球標準。
03
可擴充性
因應不同經紀需求，無需重大投資。
04
安全性
以進階追蹤與權限確保資料安全。
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.
