主要功能
精簡流程
以友善表單提供快速直覺的帳戶建立。
支援含整合 KYC/AML 檢查的多步驟註冊。
安全授權
支援以電子郵件與密碼或社群媒體帳戶登入。
支援雙重驗證，強化帳戶安全。
QR Code 登入
提供 QR code 登入，兼顧強化安全與使用者便利。
跨裝置同步登入操作，體驗流暢連續。
可客製流程
調整註冊與登入流程，以符合業務或法規要求。
新增自訂欄位與步驟，在開戶期間收集必要客戶資料。
客戶自助服務
讓使用者透過電子郵件或簡訊安全復原密碼。
允許直接在 B2CORE 客戶入口解鎖帳戶並管理裝置。
使用者效益
簡潔性
為客戶精簡帳戶建立與登入流程。
彈性
支援多種驗證方式，包括 QR code 登入。
安全性
以進階加密、2FA 與詐欺監控保護帳戶。
便利性
在不犧牲安全的前提下啟用跨裝置無縫存取。
為何選擇 B2CORE 註冊與授權？
01
一站式方案
在單一平台管理註冊、KYC/AML 驗證與使用者登入。
02
量身打造工具
客製開戶流程，以符合特定業務與合規需求。
03
可擴充且彈性
隨客戶基數成長輕鬆應對變化中的使用者註冊。
04
創新功能
運用 QR code 登入與跨裝置可及性等尖端方案。
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.
