主要功能
貨幣對總覽
依字母順序檢視基準與報價貨幣。輕鬆開關貨幣對對客戶兌換的可用性。在後台管理管理員層級兌換，掌控更佳。
進階設定
定義從特定供應商取得匯率的優先順序。設定單次兌換操作的最高允許金額。設定手動與自動兌換處理，強化安全性。
運作方式
01
管理貨幣對
前往後台的貨幣對區段，管理可用貨幣對。
02
彈性客製
調整基準／報價貨幣，並設定最高金額、匯率優先順序與核准規則。
03
額外控制
管理客戶／管理員控制，並設定匯率優先順序以優化供應商選擇。
貨幣對管理效益
可客製性
量身打造貨幣對設定，符合業務與客戶需求。
營運彈性
以管理員核准與最高金額限制控制兌換流程。
提升效率
以可客製優先順序無縫整合匯率供應商。
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.
