主要功能
詳盡交易資訊
交易 ID：每筆交易的唯一識別碼。客戶 ID：與交易關聯的客戶識別碼。類型：將交易分類為入金、出金、轉帳或兌換。
來源管理
來源幣別：交易發起的幣別。來源金額：來源幣別的交易金額。來源佣金：以來源幣別收取的佣金。
目的地詳情
目的地幣別：交易兌換至的幣別。目的地金額：目的地幣別的交易金額。目的地佣金：以目的地幣別收取的佣金。
交易狀態
狀態：交易的即時狀態更新，資訊更清晰。透明度：準確追蹤與解決機制。日期：清楚標示交易啟動時間的時間戳。
其他功能
全面篩選
輕鬆依類型、狀態、客戶或日期排序並篩選交易，找到所需資訊。
即時重新整理
交易狀態即時更新，提升透明度並支援及時行動。
稽核軌跡
詳盡日誌追蹤每筆交易流程與變更，支援合規。
為何選擇 B2CORE 交易管理？
01
一站式監控
從統一介面管理入金、出金、轉帳與兌換。
02
精準與準確
穩健工具追蹤交易狀態、佣金與兌換。
03
提升效率
以集中資料優化營運工作流程並減少人為錯誤。
04
提升客戶滿意度
輕鬆解決交易問題，維持流暢客戶互動。
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.
