What if there was a tool that might assist you in improving your brokerage and thriving in the tough industry of Forex brokerages? There is one, though, and it is known as B2Core. This robust platform helps streamline corporate operations and facilitate communication with customers and brokers. You’ll be able to operate more productively and effectively with B2Core Forex CRM, providing you the advantage you need to stay ahead of the curve.Let’s discuss B2Core and understand what distinguishes it as the top Forex software available? How will it help your brokerage, specifically? Find out by reading on.
B2Core: What is it?
B2Core is a robust CRM platform created exclusively for Forex brokerages. It has a wide range of features and functionalities that may help you optimize your company processes and interact with clients and brokers more easily and efficiently.
A CRM system is necessary for any company that wishes to increase customer connections and optimize processes.
If you don’t use a CRM system, you’re probably passing up possibilities to grow your firm. How so? Let’s look at a few of the ways a CRM might help your brokerage:
- Keep your leads structured and up to date.
A CRM system allows you to keep all of your leads’ information in one place, allowing you to conveniently track their progress and follow up with them in a timely manner. You’re less likely to forget about a lead or misplace their contact information this way.
- Increase productivity and efficiency.
Your team may use a forex CRM system to automate monotonous processes like sending out welcome emails and scheduling appointments. This frees up time for your agents to focus on more important activities like building client relationships and generating new business.
- Enhance client service.
A CRM system allows you to keep track of every encounter you have with a client in order to deliver better service. If a client calls with a query, you can immediately look up their details and see where they are in the purchase process. This allows you to provide them the most pertinent information and answer any questions they may have.
- Use data to make smarter choices.
A CRM system provides you with access to a variety of data that you can utilize to make better business choices. For example, you may optimize your marketing initiatives by analyzing data from your leads’ interactions with your website. Alternatively, you may leverage data from customer service encounters to improve the quality of your service.
- Increase your revenue.
When implemented properly, a CRM system may help you increase sales and earn more money for your company. For example, by following your prospects’ journey through the sales funnel, you may spot any bottlenecks that are stopping them from becoming clients. Then you may take efforts to eliminate bottlenecks and boost your conversion rate.
As you can see, a brokerage CRM system is a strong tool that may assist you in many ways in improving your brokerage firm. If you aren’t already utilizing a CRM, now is the time to start. It might be the key to propelling your company forward. And B2Core CRM provides you with all of the tools you need to do so.
Why B2Core Is the Best
All the tools and capabilities you require to simplify your brokerage operation are available in B2Core. You may interact with clients and brokers using a variety of its capabilities, automate your workflow, and enhance your customer service.
User Interface That Is Simple
Since first impressions count for a lot, use B2Core to get it right the first time. The front end of your website is the first thing visitors will see when they arrive, therefore it’s crucial to make sure it’s well-designed and animated to prevent any client misunderstanding. The last thing you want is for them to be instantly turned off by a front end that was badly planned or implemented.
A simple to use and navigate user interface is provided by B2Core. You can easily locate what you’re searching for thanks to the clear and well-organized menus. Additionally responsive, the program will display well on all gadgets, including laptops, tablets, and smartphones.
Market Depth
The market’s liquidity at various price levels may be seen by end users using the Depth Widget. It may be included into the workplace and placed as an overlay over the order book. At each price level, the widget shows the total number of buy and sell orders as well as their sizes. Making educated trading decisions may be done using this information to evaluate the state of the market. End customers may always have a current perspective of the market thanks to the widget’s real-time updates.
PSPs that is Integrated
A company’s payment procedure may be made more efficient with the aid of integrated PSPs, or payment service providers. 30+ EMIs, or electronic money institutions, may be made available for use in payments by businesses using B2Core. Both efficiency and cost-cutting can be aided by this. Furthermore, B2Core can allow payment capabilities for banks and other financial organizations. Once the relevant documentation has been completed, the integration procedure is quick and simple, requiring only a few minutes.
Affiliate Module for IB Room
In the world of forex and cryptocurrencies, the affiliate module is the most effective marketing instrument. A partner might be any trader. Simply register on the website and assemble your own trading team. You’ll make more money the more people you draw in. The profit potential is unlimited.
KYC
The “Know Your Customer” (KYC) procedure’s primary goal is to stop financial crimes including fraud and money laundering. KYC contributes to the development of a more secure financial system by guaranteeing that everyone who utilizes a broker or exchange has been thoroughly verified. B2Core can integrate any other providers that your clients may require in addition to offering ready integration with the top worldwide KYC providers.
Bulk Modifications
Every administrator has a critical duty to manage users. This new method makes it easier to change any component of the service, whether it be by adding or removing features, changing user rights, or doing anything else. It’s now easier than ever thanks to the updated capabilities of B2Core. A few clicks might modify the settings for several people. The system can now do more than six actions, and the B2Core team is aiming to add many more.
Security
More than a thousand attempts to hack B2 Core solutions were performed throughout the numerous vulnerability testing that were done. No one has been successful to thus point. Based on this knowledge, B2Core has created functionality that enables you to anticipate and prevent any mistakes. It is obvious that client safety is of the utmost importance. Use Google Authenticator with a phone number in addition to it for added security to make sure that only confirmed accounts may access the account.
Systems Integrations for Tickets
A variety of ticketing systems may be integrated with B2Core. This enables companies to enhance productivity and streamline their customer support procedures. Companies may improve the customer experience by ensuring that they always have access to the most recent information by using B2Core. Additionally, organizations may save time and money by integrating ticketing systems.
Training and Education
B2Core provides a range of instructional resources and documentation to assist with thorough team training! The training programs are made to provide your personnel with the information and abilities they need to be successful in their positions. There is a sizable online library for the solution that provides a wide range of materials, including instructional videos, articles, presentations, and more.
Verdict
Broker CRM is a crucial component of your company. It aids in the management of operations, sales, and clients. For brokers dealing in FOREX and cryptocurrencies, B2Core provides a whole solution. The platform has a lot of features and is simple to use. Additionally, new integrations and functionality are added to it on a regular basis. Some of the top brokers in the world rely on B2Core for a reason. B2Core’s solid and dependable platform may assist you in growing your company.