什麼是 Wizard？
Wizard 是模組化工具，用於在 B2CORE UI 設定並修改特定客戶程序的工作流程，包括註冊、授權、密碼復原等。
透過定義逐步操作，wizard 為客戶與管理員確保流暢、量身打造的流程。
主要功能
可客製工作流程
設定並客製註冊、授權與密碼復原工作流程，新增並編輯步驟以符合偏好。指派優先索引，定義各工作流程內步驟的執行順序。
多 Wizard 支援
為同一程序設定多個 wizard，處理不同使用情境。為主要程序指派預設 wizard，並為外部系統使用專用 wizard。
精細控制
依不斷演變的營運需求輕鬆啟用或停用 wizard。包含必填與選用步驟，並以清楚步驟引導導覽。
Wizard 使用情境
註冊 Wizard
以 CAPTCHA 驗證、憑證收集與存取詳情確認簡化客戶開戶。進階自訂欄位收集法規所需的特定資料。
授權 Wizard
以 CAPTCHA 驗證及經由 SMS 或 Google Authenticator 的多因素驗證強化登入安全。
密碼復原 Wizard
以電子郵件或電話驗證進行身分確認，並以引導式安全確認精簡密碼重設。
出金 Wizard
以電子郵件與電話驗證碼及引導確認，確保新增或移除錢包地址時交易安全。
白名單管理 Wizard
以建立與刪除出金白名單，以及新增或移除錢包地址的逐步確認，管理錢包安全。
為何選擇 B2CORE Wizard 管理？
01
強化客製
調整工作流程以符合獨特業務需求。
02
精簡流程
以引導式逐步程序消除低效。
03
提升安全
以多層驗證步驟保障客戶操作。
04
營運彈性
支援多元使用情境的多個工作流程。
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.
