在本文中
分享
由
Tamta Suladze
由
Tamta Suladze
由
Tamta Suladze
由
Tamta Suladze
由
Tamta Suladze
0
/5
(
0
)
由于行业竞争激烈，您的企业需要引入新的东西。绝大多数新加入的经纪商都会考虑他们的牌照、交易平台、流动性提供者和其他重要组成部分。同时，低估外汇 CRM 系统的意义是一个巨大的错误。
可靠的供应商使企业主能够集成包括 CRM 系统、交易员室和后台办公室在内的多合一解决方案，以获得更高级别的控制点并为交易员提供终极功能。
为什么这样的系统被认为是外汇经纪业务的核心驱动力？软件影响以下方面：
控制您的业务的观察站
您的经纪公司已准备好邀请交易者。够了吗？你的工作在这里完成了吗？企业主了解他们的经纪业务需要持续控制，而外汇 CRM 解决方案使这一过程变得简单方便。
经纪商访问与交易统计、活动等相关的各种报告的扩展网络，以了解哪些公司的流程需要立即纠正。此外，报告可帮助企业所有者测试更新和修改，以检查实施的更改是否对业务产生积极影响。
更重要的是 —— CRM 使经纪商能够委派具有不同访问级别的不同角色。高质量的解决方案让您的外汇经纪业务井然有序。
合理花钱
新人经纪商害怕被竞争对手超越；这就是为什么他们聘请大量合格的专家来控制每一个过程。
一方面，该方法被证明是有效的。另一方面，有成本更低的类似物。 外汇 CRM 软件负责一组内部流程的自动化，将您的经纪业务转变为一个由相互依赖的组件组成的庞大生态系统，其中所有功能都紧密协调。
先进技术的集成
可靠的外汇 CRM 使企业主能够集成一系列更高级别的集成来促进他们的业务。
首先，经纪商可以简化 KYC 程序。集成 Sum-Sub 提供商以自动化验证过程——提供商检查上传的文件并验证或不验证客户，而经纪商则免于此类职责。这种整合使得不聘请专业律师成为可能。
此外，企业主可以集成安全解决方案、票务系统和支付提供商。高级系统支持 50 多家供应商，使交易者可以通过最匹配的支付选项轻松存入和提取资金。
接受数字资产
一些外汇经纪商仍然对数字货币持怀疑态度，而加密市场是快速增长的趋势之一。
顶级外汇 CRM 提供商推出的软件可以解锁对法定和加密资产的访问权限，使交易者只需点击几下即可兑换他们的货币。在内置交换器之上，解决方案维护钱包以存储法定货币和数字货币，根据经纪商的需求调整钱包。
多层次推荐计划
在谈到初学者经纪公司时，推荐计划并未在您的业务里程碑中列出；同时，成功的公司总是在寻找全新的机会时穿墙而过。推荐计划是额外收入的最佳来源，CRM 负责发票、奖励和所有付款。
此外，高质量的系统帮助经纪商建立多层次的推荐计划（例如，高达第 20 或第 30 级）。
集成的最佳解决方案是什么？
如何在不了解您要集成的 CRM 软件的情况下开展外汇业务？
查看多家供应商，以比较市场上可用的条件和套餐。 B2Core 是下一代解决方案，它彻底改变了对为外汇经纪商设计的 CRM 的理解。
企业主获得一体化解决方案，并有机会整合数十种外部技术和支付提供商，让您的经纪公司在竞争中脱颖而出，因为经纪商、交易员和管理员可以访问一系列非常方便的功能。
B2Core 是适用于外汇经纪商、加密经纪公司、加密交易所、转换器和保证金平台的一揽子解决方案。超过 150 家企业已经与这个下一级 CRM 解决方案合作，取得了新的成就。
CRM 软件提供三个套装包——在标准、高级和企业选项中进行选择，以获得完全符合您需求的系统！
另请阅读
在本文中
B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED
© 2025 B2CORE is a registered trademark. All rights reserved.
Other than B2CORE, all third-party company names, logos, brands, and trademarks displayed are the property of the respective brand owners. We are not affiliated with or endorse such companies. Unauthorized use, reproduction, distribution, or modification of this trademark and other trademarks mentioned on this website or its content is strictly prohibited without the prior written consent of B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED.
Legal Information:
This website is published by B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED (“the Company”), registered in the Republic of Cyprus (Registration No: HE 384930), with its principal place of business at Georgiou Kaningos 1, PAMELVA COURT, Flat/Office 105, 3105 Limassol, Cyprus.
“B2Core” software, including all its modules, components, codebase, and associated intellectual property, is the exclusive property of B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED.
Disclaimers:
No Financial Advice: The content of this website is provided for informational purposes only and does not constitute financial, legal, or investment advice. Users should seek independent professional advice tailored to their individual circumstances before making any financial decisions.
No Financial Services: The Company provides IT solutions only and does not offer any financial, investment, or trading services. Any financial activities conducted by users through third-party integrations or platforms are entirely independent of the Company.
No Public Offering: The information and materials on this website are not intended to constitute an offer or solicitation for the sale or purchase of any securities, financial instruments, or services in any jurisdiction where such activities are prohibited.
No Liability: The Company accepts no responsibility or liability for any direct, indirect, or consequential losses arising from the use of this website or its content.
Content Disclaimer: This website is provided “as is” and may contain errors, inaccuracies, or outdated information. The Company does not warrant the completeness, reliability, or suitability of the information provided.
Compliance Statements:
GDPR Compliance: The Company complies with the General Data Protection Regulation (GDPR). For details on data handling, please refer to our Privacy Policy.
Cookies: By using this website, you agree to our use of cookies as outlined in our Cookie Policy.
Jurisdiction: All disputes arising from the use of this website shall be governed by the laws of the Republic of Cyprus.
B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED
© 2025 B2CORE is a registered trademark. All rights reserved.
Other than B2CORE, all third-party company names, logos, brands, and trademarks displayed are the property of the respective brand owners. We are not affiliated with or endorse such companies. Unauthorized use, reproduction, distribution, or modification of this trademark and other trademarks mentioned on this website or its content is strictly prohibited without the prior written consent of B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED.
Legal Information:
This website is published by B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED (“the Company”), registered in the Republic of Cyprus (Registration No: HE 384930), with its principal place of business at Georgiou Kaningos 1, PAMELVA COURT, Flat/Office 105, 3105 Limassol, Cyprus.
“B2Core” software, including all its modules, components, codebase, and associated intellectual property, is the exclusive property of B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED.
Disclaimers:
No Financial Advice: The content of this website is provided for informational purposes only and does not constitute financial, legal, or investment advice. Users should seek independent professional advice tailored to their individual circumstances before making any financial decisions.
No Financial Services: The Company provides IT solutions only and does not offer any financial, investment, or trading services. Any financial activities conducted by users through third-party integrations or platforms are entirely independent of the Company.
No Public Offering: The information and materials on this website are not intended to constitute an offer or solicitation for the sale or purchase of any securities, financial instruments, or services in any jurisdiction where such activities are prohibited.
No Liability: The Company accepts no responsibility or liability for any direct, indirect, or consequential losses arising from the use of this website or its content.
Content Disclaimer: This website is provided “as is” and may contain errors, inaccuracies, or outdated information. The Company does not warrant the completeness, reliability, or suitability of the information provided.
Compliance Statements:
GDPR Compliance: The Company complies with the General Data Protection Regulation (GDPR). For details on data handling, please refer to our Privacy Policy.
Cookies: By using this website, you agree to our use of cookies as outlined in our Cookie Policy.
Jurisdiction: All disputes arising from the use of this website shall be governed by the laws of the Republic of Cyprus.
B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED
© 2025 B2CORE is a registered trademark. All rights reserved.
Other than B2CORE, all third-party company names, logos, brands, and trademarks displayed are the property of the respective brand owners. We are not affiliated with or endorse such companies. Unauthorized use, reproduction, distribution, or modification of this trademark and other trademarks mentioned on this website or its content is strictly prohibited without the prior written consent of B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED.
Legal Information:
This website is published by B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED (“the Company”), registered in the Republic of Cyprus (Registration No: HE 384930), with its principal place of business at Georgiou Kaningos 1, PAMELVA COURT, Flat/Office 105, 3105 Limassol, Cyprus.
“B2Core” software, including all its modules, components, codebase, and associated intellectual property, is the exclusive property of B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED.
Disclaimers:
No Financial Advice: The content of this website is provided for informational purposes only and does not constitute financial, legal, or investment advice. Users should seek independent professional advice tailored to their individual circumstances before making any financial decisions.
No Financial Services: The Company provides IT solutions only and does not offer any financial, investment, or trading services. Any financial activities conducted by users through third-party integrations or platforms are entirely independent of the Company.
No Public Offering: The information and materials on this website are not intended to constitute an offer or solicitation for the sale or purchase of any securities, financial instruments, or services in any jurisdiction where such activities are prohibited.
No Liability: The Company accepts no responsibility or liability for any direct, indirect, or consequential losses arising from the use of this website or its content.
Content Disclaimer: This website is provided “as is” and may contain errors, inaccuracies, or outdated information. The Company does not warrant the completeness, reliability, or suitability of the information provided.
Compliance Statements:
GDPR Compliance: The Company complies with the General Data Protection Regulation (GDPR). For details on data handling, please refer to our Privacy Policy.
Cookies: By using this website, you agree to our use of cookies as outlined in our Cookie Policy.
Jurisdiction: All disputes arising from the use of this website shall be governed by the laws of the Republic of Cyprus.
B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED
© 2025 B2CORE is a registered trademark. All rights reserved.
Other than B2CORE, all third-party company names, logos, brands, and trademarks displayed are the property of the respective brand owners. We are not affiliated with or endorse such companies. Unauthorized use, reproduction, distribution, or modification of this trademark and other trademarks mentioned on this website or its content is strictly prohibited without the prior written consent of B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED.
Legal Information:
This website is published by B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED (“the Company”), registered in the Republic of Cyprus (Registration No: HE 384930), with its principal place of business at Georgiou Kaningos 1, PAMELVA COURT, Flat/Office 105, 3105 Limassol, Cyprus.
“B2Core” software, including all its modules, components, codebase, and associated intellectual property, is the exclusive property of B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED.
Disclaimers:
No Financial Advice: The content of this website is provided for informational purposes only and does not constitute financial, legal, or investment advice. Users should seek independent professional advice tailored to their individual circumstances before making any financial decisions.
No Financial Services: The Company provides IT solutions only and does not offer any financial, investment, or trading services. Any financial activities conducted by users through third-party integrations or platforms are entirely independent of the Company.
No Public Offering: The information and materials on this website are not intended to constitute an offer or solicitation for the sale or purchase of any securities, financial instruments, or services in any jurisdiction where such activities are prohibited.
No Liability: The Company accepts no responsibility or liability for any direct, indirect, or consequential losses arising from the use of this website or its content.
Content Disclaimer: This website is provided “as is” and may contain errors, inaccuracies, or outdated information. The Company does not warrant the completeness, reliability, or suitability of the information provided.
Compliance Statements:
GDPR Compliance: The Company complies with the General Data Protection Regulation (GDPR). For details on data handling, please refer to our Privacy Policy.
Cookies: By using this website, you agree to our use of cookies as outlined in our Cookie Policy.
Jurisdiction: All disputes arising from the use of this website shall be governed by the laws of the Republic of Cyprus.