After months of hard work involving 50 engineers and specialists working tirelessly to enhance and polish our back-office CRM solution, we are thrilled to announce a new update, B2Core v13, offering you all the means necessary to manage your brokerage firm better using our tools.

This new update markets a significant milestone in our B2Core CRM development, powering you to streamline your business’s operations and improve your clients’ user experience.

The new B2Core v13 is packed with much-needed enhancements, including the integration of ZenDesk and ShuftiPro, implementation of the Travel Rule, introduction of Savings Module v1.1, and revamping UI, all to help you streamline your user experience and platform efficiency.

There’s still more! We’ve also updated the iOS mobile app to v1.23, refined the user interface and visuals, and offered iOS users superior interaction and convenience.

Integrating Zendesk for Optimum Customer Service

We understand the importance of solid client relationships in building a successful brokerage. Therefore, the new B2Core update introduces Zendesk integration as a powerful customer service platform that harnesses AI to create personalised customer interactions.

Zendesk is a vital support tool. It offers customer support through live chat, e-mails, phone calls, social media, and self-service portals. Each channel is powered by AI capabilities to give customers more thorough and customer-focused solutions to their unique problems. 

You can easily purchase and add the Zendesk package to the B2Core CRM to elevate your customer support management. The AI-powered Zendesk enables you to personalise customer interactions with chatbots, reducing the time spent with clients and maximising user satisfaction.

What makes us confident in Zendesk’s capabilities? Because we use it! Our team uses Zendesk to automate customer support and interactions at high success rates, allowing us to offer quick responses to generic questions without compromising customer satisfaction.

ShuftiPro KYC Integration Update to Improve Security Control

We’ve updated our ShuftiPro KYC integration, expanding the document submission options with a new group, “ADDRESS.” Now, your clients can submit address verification documents, such as utility bills, rental agreements, and other documents. Moreover, we’ve improved the flexibility of verification requests, offering you more ways to customise them based on your specific needs.

Integrating The Travel Rule for Boosted Transparency

The new B2Core now integrates Notabene, a Travel Rule solution provider, through B2BinPay. This addition implies collecting specific user and financial details from deposits and withdrawals to prevent money laundering and illegal financing. The integration with Notabene is crucial for adhering to the Crypto Travel Rule, which requires providing company information regularly.

With Notabene, it becomes much easier to remain transparent and comply with the Travel Rule seamlessly. By adhering to the Travel Rule, B2Core enables your business to manage crypto operations without any compliance issues in key regions like the United States, Canada, EU, Switzerland, Japan and South Korea.

New Savings Module – Allow Your Clients to Earn Passive Income

After a successful introduction in the last B2Core’s v2.1 update, we’ve implemented much-needed improvements in the savings feature’s functionality and profitability. The new Savings Module v1.1 enables your traders to generate passive income using their digital assets. Your customers can swiftly convert their holdings into interest-bearing savings accounts, similar to those banks offer.

As such, you can offer your clients passive income generation opportunities using their idle crypto funds without stacking these assets without any gain. This feature accommodates the increasing clients’ needs to leverage their crypto holdings without trading, improving your business value proposition.

Revamped UI for a More Personalised Experience

We’ve introduced significant enhancements to B2Core’s user interface, focusing on visual appearance and intuitive navigation. This approach gives you a more customer-oriented experience, allowing your clients to access critical information and find functionalities more efficiently.

New Bonuses Page

We’ve introduced a new “Bonuses” section, where clients can access your available bonus programs. This allows your traders to explore and participate in programs that suit their trading objectives and enhance their overall engagement with your brokerage platform. Moreover, users can subscribe to and track active bonuses more actively, offering them a more informed and rewarding client experience.

More precise Insights into Account Details

We’ve improved the detail level and statistical data available for trading accounts. Your clients can now explore more details in their accounts to gain crucial insights into main trading parameters, including balance, equity, free funds, credit, and leverage. This approach gives your customer a more comprehensive overview to make informed trading decisions and manage portfolios effectively.

In addition to numerical data, we’ve added visually engaging designs depicting equity performance. The interactive charts, equipped with scaling and marker tracking functions, will give your clients a clear and dynamic representation of account performance. Traders can track trends, find key performance indicators, and adjust their strategies.

Favourites Trading Accounts Widget for Better Balance Monitoring

We’ve integrated a new widget, “Favourites Trading Accounts”, into the dashboard. This addition enables your clients to swiftly compile their most frequently accessed accounts and track key account parameters, such as balance, equity, and margin, more seamlessly. This streamlined design simplifies account management and supports informed decision-making.

Streamlined Deposits and Withdrawals Procedures

We value having a seamless financial transaction system for your clients. As a result, we’ve simplified the deposit and withdrawal process in B2Core v13. The improvement includes implementing the auto-substitution in select, eliminating unnecessary steps to avoid confusion, and removing group options within the flow to streamline the navigation process further.

We’ve also added a highly functional feature for more transactions. QR codes are now prominently displayed to ensure an even faster and more convenient client experience. This user-friendly interface minimises friction points and encourages more active participation in the crypto market through your platform.

New B2Core iOS Update – Manage Your Funds On-The-Go

We’ve also included the B2Core mobile app in this release with the new iOS 1.23 update, where we introduced significant improvements and optimised user experience within the app.

Seamless BBP iOS App Integration

The B2Core CRM mobile version seamlessly integrates the BBP iOS app, offering a streamlined user experience with a single sign-on functionality. Once users are logged into the B2Core app, they can swiftly access the BBP iOS app without re-entering their login details. This interoperability makes it convenient for traders to access their accounts and start trading immediately.

Revamped Dashboards

The redesigned dashboard now interacts quickly and seamlessly with the application elements, broken down into sections to facilitate instant access to needed data. The visual appearance of the application UI elements and the ease of interaction with it was also improved by adding customisable widgets, offering a quicker way to access the attached data type.

New Widgets System

We’ve introduced a convenient system of widgets in the new version to allow users to find necessary information without opening the app itself.

Banners

The banner widgets offer simplified access to visual information on significant events, innovations and news relevant to the application development process and its implementation.

Total Balance

The total balance widget offers quick navigation and visualisation of all wallet accounts’ total balance in USD, enabling you to assess the amount of available capital more efficiently.

Last Transactions

The widget enables users to find statistical data about their latest transactions, including deposits, withdrawals, exchanges, or transfers between addresses and their statuses. This tool is handy to get comprehensive data related to the trading process.

Favourite Trading Accounts

The “Favourites Trading Accounts” widget enables users to rank all accounts by priority and select their favourites. This offers seamless monitoring of all comprehensive and crucial information related to total balance, actual capital available, leverage level, and more.

IB Program

This widget offers quick access to “Introducing Broker” programs, which allows your clients to check the data about current IB programs and send a request to join a new IB program from the dashboard.

Defying Industry Innovation and Development Standards

This release is a testimonial to our dedication to providing excellent technology solutions that offer business efficiency, user convenience, and transparent operations. 

The feature-rich B2Core v13 CRM and iOS v1.23 update will take your back-office CRM management to the next level, offering much-needed functionalities and performance improvements that will help you convert more customers and grow your business.

Check it out and get a taste of the best brokerage CRM system to streamline your procedures and elevate your customer experience.