主要功能
全面請求追蹤
查找並解決所有傳入請求，並以類別（待處理、已核准、已拒絕）輕鬆追蹤進度。在保留可見性設定與已套用篩選的情況下，以 CSV 或 XLSX 格式分享或下載資料。
詳盡請求洞察
視覺化客戶 ID、姓名、電子郵件與已指派標籤，精簡整理。依帳戶設定、交易類型、驗證狀態與 IB 註冊排序請求。
可客製互動
為請求指派特定顏色，便於視覺化與即時追蹤。為請求提供備註，強化團隊協作與客戶溝通。
進階監控工具
彙總傳入交易並標記差異以供檢視，驗證餘額。為相容支付系統調整入金或出金金額，處理更佳。
運作方式
01
監控請求
檢視並追蹤所有客戶提交的請求與關鍵資訊。
02
個別處理
在完整透明掌握詳情的情況下核准或拒絕請求。
03
有效協作
使用留言與顏色標示強化團隊合作。
04
確保合規
管理財務與合規部門的內部核准。
為何選擇 B2CORE 請求管理？
透明度
對每項客戶請求提供詳盡洞察，從提交到解決完整追蹤。
效率
精簡工作流程降低行政負擔並提升服務交付。
可客製選項
以標示與內部備註優化跨部門協作。
稽核能力
主動驗證與差異監控，強化合規。
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.
