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与客户的沟通以及内部和外部沟通的发展由经纪业务中的 CRM 系统管理。经纪商经常在这个级别采取独特的客户关系管理方法。他们根据自己的雄心、策略和愿景为交易者开发定制的外汇 CRM。
交易平台、工具和交易资产都被认为是可以互换的，就像所有金融工具一样。因此，一个称职的 CRM 客户关系管理系统可以帮助经纪商获得巨大的竞争优势，同时也为他的投资创造可观的回报。
在选择外汇经纪商时，交易工作室的存在与否是交易者需要考虑的重要因素。外汇交易工作室有几个方面必须考虑。
什么是 CRM 交易工作室？
交易工作室是外汇 CRM 最重要的组成部分之一。这是一个基于网络的界面，外汇交易者在建立账户后可以使用它来访问他或她的账户。除了管理他们的交易活动外，交易者还可以使用这个平台更方便地与他们的经纪商、合作伙伴和客户联系。
交易工作室 CRM 以有序的方式有效地处理数据和网络，这一事实使其非常有必要。它是理想的客户关系管理系统的基础。
交易工作室或客户端有时被称为交易者 CRM。它是一个在线门户网站，包含多个部分，例如允许用户上传文件的 KYC 部分、真实账户请求部分、模拟账户部分、IB 或附属部分部分，允许用户管理 IB 层次结构和 IB 佣金，以及 IB 或 联盟部分。 E-Waller 跟踪您的闲钱，存款和取款部分跟踪您的财务状况。
正如我们上面提到的，CRM 是交易者和经纪商之间的纽带；因此，了解 CRM 和交易工作室之间的联系至关重要。
您需要交易工作室解决方案的五个理由
为了向客户提供市场上无与伦比的真正独一无二的定制服务，B2Core 扩大了其作为外汇 CRM 提供商的能力。从用户体验的角度来看，B2Core 代表了公司先前版本的重大升级。因为它集成了所有以前的 CRM 交易工作室组件，包括客户区域，所以我们当前的 SaaS 解决方案在金融服务领域的相关性已经提升到一个新的水平。
如果您正在寻找一些不同于常规的东西，B2Core 是一个很好的选择。它提供了一套全面的功能，可以根据每个公司的个性化需求进行调整，在功能方面远远超出了行业标准 CRM 交易工作室解决方案的功能。因为有了 B2Core，企业不再需要满足于满足所有客户需求的万能解决方案。
有必要在专业公司的系统上实施 B2Core，例如外汇和加密货币经纪商、货币转换器、现货/保证金交易交易所和交易所交易基金，以增强 CRM 交易工作室体验。
欺诈检测和预防系统
B2Core 的高级反欺诈机制是一种自动提款的方法，可以防止网站上的洗钱和其他类型的贸易欺诈。系统中包含安全警告系统和其他保护措施，以帮助防止洗钱和其他类型的商业欺诈。
PrimeXM 和 OneZero 实施
将 PrimeXM、OneZero、dxTrade 和 B2Trader 添加到授权交易平台列表中，包括这四个新平台在内，允许的交易平台总数达到六个。 B2Broker 认为，这种合作扩大了客户与更多全球客户建立联系的能力。
自动工单
客户系统可以通过在 B2Core 中创建的工单提供客户服务，这要归功于 SupportPal 和平台之间以前无法访问的接口。如果您通过 Skype 或其他社交媒体平台提供客户帮助，则使用工单系统至关重要，因为如果网站不安全，信息可能会丢失。
MT 分析
使用交易工作室的客户可以跟踪他们所有的 MetaTrader 账户活动。交易者可以通过 B2Core 网站分别访问 B2Core 和 MetaTrader 4 或 5 之间的主要接口。
提款地址添加到白名单
为了保护用户的个人信息，系统已引入允许用户从可能提款地址的“安全列表”中进行选择。对于用户来说，这样做的好处是允许他们只从他们选择的钱包中取款，确保只有他们选择的钱包被系统注销。 Google Authenticator 双因素身份验证用于协助创建已实施的新安全措施。
满足您组织特定要求的综合定制套餐
借助 B2Core 的新可配置功能，客户现在可以挑选对他们最有帮助的系统组件。如果没有此解决方案，金融机构面向客户的运营，无论业务规模或复杂程度如何，都无法管理。由于其高效率和高度灵活的设计，B2Core 大大超过了所有其他外汇 CRM 交易工作室解决方案。此外，您的客户很高兴与您和您的公司互动。
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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.
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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.
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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.