主要功能
可客製顯示
在由唯一 URL 尾端（例如 /dashboard）定義的特定頁面顯示橫幅。為桌面或行動平台設定橫幅以優化 UX。為淺色與深色主題設計橫幅，以符合 UI 偏好。
進階選項
以橫幅優先順序設定顯示順序。依客戶國家或帳戶驗證等級限制可見性。新增含 URL 的按鈕，導流至外部或內部頁面。
橫幅詳情
為橫幅指派唯一 ID，並為淺色與深色主題指派標題。設定顯示狀態並記錄相關後台建立者。追蹤設計與修改時間戳，供監控與稽核。
運作方式
01
管理橫幅
新增或編輯橫幅，並自訂主題、頁面與平台設定。
02
調整偏好
依優先順序設定橫幅顯示與排序，並套用國家或帳戶限制。
03
預覽並發布
檢視淺色／深色主題，並在 B2CORE UI 或行動 App 啟用橫幅。
橫幅管理效益
提升參與
有效傳達促銷、更新或活動。
個人化訊息
為特定客戶群組或帳戶狀態量身打造橫幅。
高效溝通
以多元橫幅啟動公告與行銷活動。
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.
