涵蓋的關鍵主題
管理客戶
學習如何建立、編輯並整理客戶帳戶，確保流暢使用者體驗。
Learn more管理財務
取得管理財務作業的關鍵洞察，包括入金、出金與內部轉帳。
Learn more管理儲蓄方案
客製並監督符合業務需求的儲蓄與投資方案。
Learn more管理幣別
輕鬆設定並管理法幣與加密貨幣錢包。
Learn more管理獎金
設定並監控獎金方案，以吸引並留存客戶。
Learn more管理產品
控制並客製提供給使用者的服務與產品。
Learn more管理平台
整合並管理 MetaTrader、cTrader 等交易平台。
Learn more管理現金回饋選項
啟用並設定現金回饋功能，激勵交易活動。
Learn more管理廣告選項
運用廣告工具有效告知並吸引受眾。
Learn more管理郵件選項
建立並排程精準投放的電子郵件活動，發揮最大成效。
Learn more管理驗證選項
以流暢 KYC 與 AML 整合簡化開戶流程。
Learn more管理系統設定
輕鬆微調安全性、註冊、通知系統等。
Learn more管理溝通平台
設定工具以強化客戶溝通並讓使用者掌握資訊。
Learn moreB2CORE Mobile
取得建立並優化行動應用程式的逐步指引。
Learn more版本說明
掌握 B2CORE 生態系的最新更新、功能與改善。
Learn moreFrequently 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.
