主要功能
個人資訊管理
讓客戶輕鬆更新姓名、聯絡資訊與地址詳情。
確保資料準確並符合法規。
活動追蹤
顯示客戶入金、出金、交易者與轉帳的完整歷程。
精準監控客戶與管理員的登入時間戳與裝置使用。
偏好與設定
讓使用者客製偏好，例如通知與支付方式。
透過語言選擇提供彈性介面客製。
即時資料同步
確保設定更新即時套用至整個平台。
提供行動與桌面介面之間更流暢的互通。
安全工具
提供進階安全，例如雙重驗證（2FA）設定。
提供集中式裝置管理，強化帳戶防護。
使用者效益
便利性
在單一處管理個人詳情、偏好與支付方式。
透明度
為客戶提供活動與帳戶使用情況的清晰總覽。
客製化
讓使用者透過語言與通知設定量身打造體驗。
安全性
以穩健安全措施與即時資料更新強化信任。
為何選擇 B2CORE 個人資料頁？
01
精簡管理
簡化客戶與管理員的帳戶處理。
02
功能整合
在單一介面結合個人資料、偏好與安全工具。
03
可擴充方案
以效率與易用性為設計核心的平台，支援成長中的客戶基數。
04
資料安全
以業界領先安全協定保護敏感資訊。
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.
