Every Forex Brokerage Company is built on the basis of CRM, or Customer Relationship Management. CRM is the only way to distinguish a firm in this highly competitive and ever-changing sector. In addition to a superb piece of software, an engaging website is critical for getting the most out of trading CRM. Both the software and the website must be interactive and provide the best possible experience for traders and visitors if they want to keep them interested.
Whether or not a Forex broker has a Trader’s Room is a critical consideration when selecting a broker.
The Forex Trader’s Room has a wide range of features that must be considered.
What is B2Core and What are the Key Benefits of its Implementation?
As statistics get more complex, FX brokers want a CRM system that demonstrates a high degree of expertise in order to convert data into leads and even business opportunities. While senior management may do the effort, it is critical to automate data gathering and acquisition. Forex CRM system is essential as a consequence.
It is the optimal solution for brokerage businesses at the moment. Having a solution that links a Trader’s Room with a back-office and a customer relationship management system will contribute to your firm’s long-term success.
B2Core presently services over 150 financial organizations, including FX brokers, crypto exchanges, and margin exchanges. The product is available in three various packages, depending on the requirements of each business (Basic, Advanced, and Enterprise). As a result, public interest in the subject has increased.
B2Core may be installed on the most major trading platforms in a couple of minutes. Additionally, business owners may request a free trial version of the service before deciding whether to put their money in it.
Investing in B2Core is a prudent choice for businesses seeking to dominate their field and maximize employee innovation. As a consequence, forex CRM has a substantial impact on the ability of FX brokers to conduct their operations and grow their profit margins. CRMs are also critical in today’s constantly changing corporate environment for greater customer service and connectivity with your existing front-end.
Your Company’s Client Cabinet Concept
B2Core’s rebranding has increased its possibilities, allowing consumers to get a truly unique and bespoke solution that is unmatched in the industry. B2Core is a substantial improvement over the company’s previous version in terms of user experience. Our current SaaS solution is elevated to a new level of significance in the financial services industry because it incorporates all of the previous Trader’s Room components, including the client area.
If you’re searching for something a little out of the ordinary, B2Core is a perfect option. It has a broad range of features that can be tailored to meet the specific needs of each firm, well beyond the capabilities of the industry-standard Trader’s Room solution. Businesses no longer have to accept a one-size-fits-all solution that works for all of their consumers due to B2Core.
B2Core must be installed on the systems of professional businesses such as foreign exchange and cryptocurrency brokers, currency converters, spot/margin trading exchanges, and EMIs in order to improve the Trader’s Room.
- An Anti-fraud System
B2Core’s Advanced Anti-Fraud Mechanism, a system for automated withdrawals, prevents money laundering and other forms of trade fraud on the site. In order to help prevent money laundering and other forms of commercial fraud, the system contains security warnings and other measures.
- Sum-Sub WebSDK incorporation
The Sum-Sub WebSDK and the Sum-Know Sub KYC processes may be linked to save organizations money on legal department fees.
- PrimeXM and OneZero implementation
The addition of PrimeXM, OneZero, dxTrade, and B2Trader to the list of supported trading platforms increases the total number of approved trading platforms to six. According to B2Broker, this cooperation has resulted in an increase in customer access to a broader range of global customers.
- Automated Ticketing System
Thanks to a previously unavailable interface between SupportPal and B2Core, customers may now give customer help via tickets opened inside B2Core. It’s important to use the Ticket System while providing customer service through Skype or another social media platform since information might be lost if the site isn’t secure.
- MT Analytics
Trader’s Room customers may keep track of all their MetaTrader account activity. On the B2Core site, traders may access the major interface between B2Core and MetaTrader 4 or 5, respectively.
- Whitelist withdrawal addresses
It has been added to the system that users’ personal information may be protected by a “safelist” of withdrawal addresses. The advantage to the user is that they may only withdraw money from the wallet they have selected, which ensures that only the wallet they have selected gets logged out by the system. New security measures were developed with the help of Google Authenticator two-factor authentication.
A Comprehensive Customized Package to Meet Your Company’s Requirements
B2Core’s new customizable features allow customers to pick and choose whatever components of the system are most beneficial to them. A financial institution’s client-facing activities cannot be handled without this solution, regardless of the organization’s size or complexity. B2Core outperforms all other client cabinet solutions by a large margin due to its high efficiency and configurable nature. Additionally, it will be enjoyable for your consumers to deal with.
