B2Core, a renowned advanced CRM solution provider, has presented
another update to its back-office management CRM, including the iOS
mobile application. The newly updated suite focuses on customer
convenience and allows brokerages to make the most of their
businesses. The new B2Core v13 is a milestone in the company’s CRM
solution development. It offers a substantial design to streamline
business operations and elevate user experience.
This press release features multimedia. View
the full release here:
https://www.businesswire.com/news/home/20240618353438/en/
B2Broker releases new B2Core v13 and iOS
v1.23 updates to elevate business efficiency and user experience.
(Graphic: Business Wire)
Offering major improvements, such as the integration of ZenDesk
and ShuftiPro and the implementation of the Travel Rule, the new
iteration provides much-needed UI improvements and introduces the
new Savings Module v1.1, all to streamline user experience and
platform efficiency.
At the same time, the v1.23 iOS update focuses on redesigning
the user interface and visual appearance, offering mobile app users
maximum convenience and interaction.
Integrating Zendesk for Optimum Customer Service
Brokerage firms understand the importance of building a solid
client relationship. B2Core introduces a key integration with
Zendesk, a leading customer support tool which uses AI to offer
personalised customer interaction.
Zendesk is an indispensable tool for brokers. It provides
customer support via live chat, phone calls, e-mails, social media,
and self-service portals. These channels are powered by artificial
intelligence to give customers more comprehensive and focused
support to solve their unique queries.
Zendesk can seamlessly be purchased and added to the B2Core CRM
to improve customer support capabilities. Brokers can use the
AI-powered Zendesk platform to personalise customer interactions
through chatbots, reducing client time and optimising user
satisfaction.
B2Core integrates Zendesk into its team’s operations to automate
customer support successfully, saving time in answering generic
questions while attaining high customer satisfaction.
ShuftiPro KYC For Seamless Compliance
B2Core integrates with ShuftiPro KYC to expand the document
submission options to the new “ADDRESS” group. Now, clients can
submit documents relevant to address verification, such as rental
agreements, utility bills, and other documents. Moreover, the
verification request process is now more flexible, offering brokers
more customisation tools according to their needs.
Adhering to The Travel Rule Through B2BinPay
B2Core also integrates Notabene, a Travel Rule solution
provider, through B2BinPay. This rule mandates collecting
particular user and financial information for deposits and
withdrawals to prevent money laundering and illegal transactions.
Integrating Notabne is crucial for companies that comply with the
Crypto Travel Rule, which requires providing company information
regularly.
Notabene offers a more straightforward way to stay transparent
and adherent to the Travel Rule. B2Core facilitates Travel Rule
compliance, which empowers businesses to manage crypto operations
without barriers in key regions like the US, Canada, the European
Union, Switzerland, South Korea, Japan and Singapore.
Updated Savings Module v1.1 - Simplified Passive Income
Generation
After the first introduction in the B2Core v2.1 update, the
savings tool has received a significant boost in profitability and
functionality. The new Savings Module v1.1 allows the broker’s
clients to generate passive income on their digital assets. Users
can seamlessly transfer their holdings into interest-based savings
accounts, similar to those banks offer.
Ultimately, users can earn passive income using idle crypto
money rather than saving and stacking these assets without returns.
This innovative feature aligns with clients’ needs to leverage
crypto assets without trading them, offering brokerage firms a more
powerful value proposition.
Clearer and More Efficiency User Interfaces
The new B2Core update has redesigned the user interface,
focusing on visual appearance and intuitive UX. This approach
provides a more user-friendly user experience and facilitates easy
accessibility to crucial information navigation.
A Separate Bonuses Page
A new Bouses page has been added, where clients can quickly
access all available bonus programs. This section encourages users
to explore and join programs that suit their trading goals,
enhancing their engagement with the brokerage platform. Moreover,
users can subscribe and track active bonuses, creating a more
informative and rewarding client experience.
More Accessible and Accurate Account Details
The new B2Core update has more details and statistical data for
trading accounts. Users can find comprehensive information on their
accounts and gain key insights into significant trading parameters
like balance, free funds, credit, equity and leverage. This
overview encourages traders to make informed trading decisions and
manage their portfolios more effectively.
In addition to improving numerical data, the platform uses
visually engaging graphics depicting equity performance. With
interactive charts and scaling and marker tracking functionalities,
users can enjoy a more precise and dynamic representation of
account performance. Traders can track trends, identify KPIs and
adjust their trading strategies.
New, Convenient Favourites Trading Accounts Widget
The new update adds a separate “Favourites Trading Accounts”
widget to the dashboard. This feature enables users to easily
compile their most frequently accessed trading accounts and track
critical parameters, such as balance, equity, and margin. This
strategic design simplifies account management and supports
informed decision-making.
Efficient Deposits and Withdrawals Process
The new B2Core update significantly simplifies the deposit and
withdrawal process, offering seamless financial transactions for
end-users. This improvement includes implementing auto-substitution
in selects and eliminating unnecessary steps to avoid potential
confusion. Furthermore, the group option was removed from the
workflow to offer a more streamlined navigation process.
Most importantly, mobile transactions’ QR codes are now
prominently shown to support a faster and more convenient
experience. This approach minimises friction points and encourages
more active participation in cryptocurrencies using the brokerage
platform.
B2Core iOS Update - Advanced Interoperability and
Utility
The update also includes the B2Core iOS mobile app. The new
v.1.23 release introduces significant enhancements to optimise user
experience within the app.
Integrating BBP iOS App
The B2Core CRM mobile version now integrates with the iOS app of
B2Trader, offering a streamlined user experience through one login.
Users can sign in to the B2Core mobile app and directly access the
BBP iOS application without re-entering their credentials. This
flawless authentication process offers users more convenient access
to their accounts so they can start trading immediately.
New Dashboard
The new app dashboard UI has been powered with the ability to
quickly and easily interact with the app’s elements, which are
divided into sections. This approach facilitates instant access to
needed information.
The visual representation of the app’s interface elements and
the simple interaction with the app has been improved by adding
customisable widgets, offering even easier quick access to the
attached data type.
Widgets System
The new update introduces an efficient system of widgets that
enable users to see necessary information without opening the
application.
- Banners Multiple banner widgets offer simplified access
to visual information regarding crucial events, innovations or news
about the application development process and its
implementation.
- Total Balance This widget offers quick navigation and an
overview of the total balance of all wallet accounts in USD, making
it faster to assess available capital amounts.
- Last Transactions This widget lets users find detailed
data about recent transactions, whether deposits, withdrawals,
exchanges, or transfers between addresses, and show their statuses.
This tool is crucial to quickly finding comprehensive data related
to the trading process.
- Favourite Trading Accounts The “Favourite Trading
Accounts” widget allows users to rank all accounts by priority and
select their favourites. This widget also enables users to keep
track of important information related to total balance, actual
capital available, and leverage level.
- IB Program This widget allows users to access
Introducing Broker programs, check relevant data about existing IB
programs, and send a request to join directly from the
dashboard.
Pushing The Development Wheel Forward
This critical B2Core CRM update with features and advanced
functionalities marks a significant milestone in the company’s
efforts to develop and present technologically advanced back-office
solutions that focus on convenience and efficiency.
With the new B2Core v13 and iOS v1.23 mobile app updates, CRM
visual appearance, simplified interaction, and unparalleled
performance have never been better, with an outlook for more
updates possibly coming on the way.
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version on businesswire.com: https://www.businesswire.com/news/home/20240618353438/en/
+44 208 068 8636 mail@b2broker.net