儲蓄預設與計畫：總覽
儲蓄預設
設計並管理儲蓄方案的基礎設定。預設定義利率、罰則與付款排程等方案參數。未作用預設確保已停用方案仍封存但可參照。
儲蓄計畫
以全面資料追蹤監控作用中客戶儲蓄計畫。檢視客戶錢包號碼、投資金額與已賺利息等關鍵詳情。存取作用中、已排程與已取消付款資訊。
儲蓄方案主要功能
固定策略
為客戶提供固定持有期間的固定利率。定期發放利息，並於期滿時全額退還本金。
彈性策略
依投資金額為客戶提供分層利率。提供每月分配，並設定提前出金限制。
動態方案設定
入場費
設定參與方案的入場成本。
罰則設定
定義提前出金限制。
付款期間
設定利息撥款的每月間隔。
預設進階功能
固定預設
計畫長度：以 30 天遞增設定投資期間。利率：指定已賺利息的固定百分比。取消罰則：以抑制費用確保提前出金時方案完整性。
彈性預設
分層利率：依投資門檻指派浮動利率。罰則期間：定義避免出金費用的最低持有期間。贖回罰則：確保提前出金的公平退款流程。
流暢客戶管理
客戶透明度
在詳盡儀表板檢視並管理個別儲蓄計畫。存取付款歷史、即將到來的排程與方案條款。
詳盡付款追蹤
追蹤固定儲蓄策略即將到來的利息撥款。更準確監控所有計畫的已處理付款。
自動調整
建立利息層級並設定不同規則與條件。輕鬆修改層級設定並更新作用中計畫。
為何選擇 B2CORE 儲蓄管理？
01
可擴充性
輕鬆管理多個儲蓄方案。
02
客製化
量身打造方案以符合多元客戶需求。
03
透明度
為客戶提供清楚詳盡的方案洞察。
04
安全性
以穩健合規與罰則系統保護投資。
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.
