主要功能
強大工具
銀行與對沖基金核心功能
運用 B2CORE 進階 CRM 基礎設施，達成卓越營運表現。
免費客戶入口
以安全、精簡的平台管理機構客戶與高淨值客戶。
WebAPI 整合
存取即時資料與流暢整合，強化系統功能。
自訂報表工具
產出詳盡報表與可執行洞察，專為高端投資者量身打造。
可靠營運
機構金融的技術精準度
精密調校的系統，滿足機構交易與高淨值客戶管理的嚴格需求。
穩健基礎設施
無延遲處理高頻交易、大額交易量與複雜工作流程。
一流支援工具
以主動、多語技術支援提升營運能力。
流暢行動 App
賦能客戶隨時隨地透過 App 存取並管理帳戶。
後台與整合
機構級解決方案
以強大工具與整合簡化並優化機構營運。
全方位後台
透過單一介面更有效率地管理合規、開戶與高量交易。
企業級整合
連結 Salesforce、Zendesk 與 Slack 等工具，強化內部協作與客戶服務。
自動化提升效率
自動化文件管理與交易處理等重複任務，專注策略成長。
為何銀行與對沖基金選擇 B2CORE？
專為機構打造
專為處理銀行與對沖基金營運的獨特複雜性而建。
合規就緒
設計上更輕鬆納入監管標準與合規工具。
可擴充方案
高度適應的系統，可迅速回應市場變化且無停機。
強化安全性
合規的安全與資料管理協定，守護使用者資料與資金。
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.
