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Tamta Suladze
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在巨大的竞争水平下，数十名新进入者以对这个行业的彻底失望而结束了他们的旅程。不要责怪市场 —— 外汇仍然为企业主打开了新的视野。这完全取决于企业主选择的方法。
外汇 CRM 软件是经纪业务的核心组件之一，而企业主经常低估其含义。由于提供此类系统的供应商众多，因此集成一个完全满足您的期望和业务需求的解决方案是一项相当具有挑战性的任务。
这样的系统负责什么？ CRM 是“客户关系管理”的缩写。至于外汇市场，解决方案的职责范围更广。经纪商集成了交易者房间、后台和客户门户的综合体。高级 CRM 解决方案建议交易者集群化、广泛的报告网络、内部流程自动化、员工优化、不同的访问级别和其他功能。
当涉及到您的业务时，经纪商总是受到犹豫的影响，他们正在寻找一种解决方案来提升他们的经纪公司。深入了解一些技巧，以了解如何选择正确的外汇 CRM 解决方案。
#1。从定制和品牌开始
当新的经纪业务出现在外汇市场时，声誉是最重要的基础之一。交易者应该信任并尊重您的公司。
可靠的供应商会根据您的企业风格提供最深入的定制和品牌推广。例如，B2Core 使业务用户能够自行激活或禁用小部件，以使系统的功能与业务需求相对应。
#2。外部集成永远不会太多
高级 CRM 系统是经纪商的主要基准指标；同时，外部集成扩展了解决方案的功能。
B2Core 由世界知名的流动性和技术提供商 B2Broker 设计，维护着广泛的集成。将您的经纪公司与多达 80 家支付提供商、多样化的票务系统、KYC 提供商联系起来，以提高交易者的效率和便利性。
外部集成也可以优化您的员工。 B2Core 维护用于 KYC 验证的 Sum-Sub 解决方案——所有流程都在提供商一方进行，这意味着您无需聘请律师。
#3。最高的安全性总是受欢迎的
初学者交易者在谈论安全措施时经常偏执。可用的安全选项越多越好。
CRM 系统默认提供一些选项——例如，B2Core 维护 Google 和 Nexmo 双因素身份验证工具，经纪商可以集成任何其他定制的安全工具以最大程度地保护交易者的账户。
#4。推荐计划显示您的成功
在经纪商的方式开始时，公司都是关于吸引交易者并让他们保持忠诚的过程。同时，通往成功的道路总是包含一些新的机会，而介绍经纪商是表明您的业务成功的标志之一。
管理推荐计划并不容易，但高级 CRM 完全负责该过程。该软件管理您的发票和奖励，为经纪商提供建立多级推荐计划。
#5。近期趋势的重要性
外汇 CRM 主要是为使交易者能够买卖法定货币的经纪公司设计的；与此同时，该行业发生了一些本质性的变化。数字资产市场足够强大，金融业者不能再忽视这个行业。经纪商增加了访问加密货币的机会，解锁了一些顶级数字资产。
CRM 系统需要面向创新。 B2Core 支持法定和加密钱包，并为公司提供内置交换器。这就是为什么该解决方案对于外汇和加密经纪商来说都是完美的。
笔记！外汇 CRM 解决方案是影响您的经纪业务的最重要组成部分之一。花点时间比较不同的套餐和条件。
B2Core 是一个三个可选套装产品，提供标准、高级和企业三个选项，让企业主选择他们真正需要的东西。该解决方案提供对核心功能的访问，解锁多个外部集成，并提供最深入的定制以征服外汇市场的新高。
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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.