B2Broker, a provider of liquidity and technology, has disclosed a substantial software revision for its CRM solution. The new update, B2Core v13, is a prolific upgrade aimed at refining business procedures and amplifying client user experience.
The latest iteration of B2Core introduces several valuable enhancements, including integration with Zendesk and ShuftiPro, implementation of travel rules, crucial UI enhancements, and the launch of Savings Module v1.1. These improvements aim to optimise the platform’s efficiency and the user’s experience.
Alongside this, the most recent iOS Release, v1.23, enhances the user interface and visual design, delivering superior interaction and ease to iOS users.
Zendesk-based Customer Support
The success of any brokerage largely depends on building robust client relationships. For this reason, in the latest update, B2Core introduces a robust integration of Zendesk, a leading customer service platform that leverages AI to enhance customer interactions.
Zendesk offers valuable support through multiple channels, including e-mails, phones, live chat, social media, and self-service portals—all backed by AI, which assists in resolving customers’ problems more thoroughly and effectively.
Clients can seamlessly purchase and integrate the Zendesk package within the B2Core CRM to boost their customer service capabilities. Leveraging Zendesk’s AI, customer interactions become more personalised and efficient, resulting in improved user satisfaction.
The B2Core team’s confidence in Zendesk’s effectiveness stems from its successful use of it to automate customer support processes.
Upgraded Compliance and Security via ShuftiPro KYC Update
B2Core broadens document submission choices within the ShuftiPro KYC integration by introducing a new “ADDRESS” group to allow clients to submit documentation for address verification. The integration is now more flexible, enabling customisation of verification requests per specific needs.
Travel Rule Compliance in Partnership with B2BinPay
B2Core, in collaboration with B2BinPay, integrates with Travel Rule solution provider, Notabene. Crypto Travel Rule requires user and transaction information for deposits and withdrawals to counteract money laundering and terrorist financing.
Notabene simplifies compliance with the Travel Rule, enabling companies to manage crypto operations in key regions such as the United States, European Union, Switzerland, Singapore, Japan, South Korea, and Canada.
Savings Module v1.1: Generating Passive Income on Digital Investments
Introduced in B2Core’s V2.1 update, the savings feature receives a significant upgrade, improving its functionality and profitability. The updated Savings Module v1.1 lets clients earn passive income on digital assets by transferring their holdings into interest-bearing savings accounts.
Thus, users gain passive income from idle crypto funds instead of merely storing their assets without any benefits. A feature like this caters to clients wanting to leverage their crypto holdings without active trading, thereby augmenting the value proposition of clients’ brokerages.
Highly Intuitive Interface for Simplified Usage and Efficiency
The B2Core user interface has undergone a substantial revamp focusing on aesthetics and simple navigation, implying a more user-centric experience.
Comprehensive Overview of Bonuses
B2Core v13 features a dedicated Bonuses portal where clients can seamlessly find all the bonus programs available. As a result, they can easily participate in programs that support their trading initiatives, ultimately increasing their engagement and interaction with the platform. Moreover, the feature to subscribe to and track active bonuses contributes to making the client’s experience more educational and rewarding.
Elevated Access to Trading Account Information
The new version of B2Core has amplified the range of detail and statistical data accessible for trading accounts. Now, users can review their accounts thoroughly, gaining insight into the primary aspects of trading, such as balance, equity, free funds, credit, and leverage. This detailed overview equips them to make knowledgeable trading decisions and manage their portfolios proficiently.
Additionally, B2Core has integrated visually compelling graphics to represent equity performance. New dynamic charts equipped with scaling and tracker markers offer a clear and vibrant portrayal of account performance, enabling traders to identify trends and key indicators and adjust their strategies as required.
Favourites Trading Accounts Widget for Enhanced Monitoring
The new interface includes a dedicated “Favourites Trading Accounts” widget in the Dashboard. By grouping the most frequently accessed accounts, clients can easily keep track of critical account parameters such as balance, equity, and margin. In this way, the platform simplifies account management and facilitates informed decision-making.
Efficient Deposits and Withdrawals
B2Broker has dramatically streamlined the deposit and withdrawal process in B2Core v13, including integrating auto-substitution in selects to eliminate unnecessary steps and potential confusion. Moreover, the group options within the workflow have also been discarded, further simplifying the navigation process.
Importantly, QR codes for mobile transactions are easier to see, offering an even quicker and more convenient experience for mobile clients. The platform minimises obstacles and promotes greater participation in the crypto market by focusing on users.
B2Core’s iOS App Undergoes a Massive Upgrade
B2Core’s iOS application development is ongoing, and in version 1.23, the team has implemented some major enhancements to optimise the user experience.
BBP iOS App and B2Core CRM Mobile Integration
The mobile rendition of B2Core CRM is now seamlessly integrated with the BBP iOS application, delivering a unified user experience through single sign-on capabilities. Once users have logged into the B2Core mobile app, they can directly access the BBP iOS application without having to re-enter their credentials. With this effortless authentication process, users can easily log into their accounts and begin trading immediately.
Revised Dashboard
The newly designed dashboard offers rapid and straightforward interaction with application elements divided into various sections. The visual perspective of the application interface elements and interaction ease have been further improved by adding customisable widgets for even quicker access to respective data.
Introduction of Widgets
The upgraded version includes a widget system that allows users to view necessary information without opening the app.
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Banner Widgets
Users can access visual data about important events, updates, and news concerning application development and implementation with banner widgets.
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Total Balance Widget
This widget enables quick navigation and gives a comprehensive view of the total balance of all wallet accounts in USD, assisting users in promptly assessing their available capital.
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Last Transactions Widget
This widget permits users to monitor statistical data related to their recent transactions, be they deposits, withdrawals, exchanges, or transfers between addresses, along with their statuses. It’s an extremely valuable tool for quickly obtaining comprehensive trading-related details.
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Favourite Trading Accounts Widget
With this widget, users can now rank all their accounts according to priority, selecting their favourite ones. The system also facilitates immediate access to all critical account information, such as total balance, actual available capital, and leverage level.
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IB Program Widget
This feature makes accessing IB programs easier by enabling the client to rapidly verify the data about the existing IB program and expediently send a request to join a new IB program from the Dashboard.
Redefining Functionality and Accessibility
B2Broker’s launch of B2Core v13 and B2Core iOS v1.23 showcases its dedication to enhancing brokerage operations and user experience. With new integrations, functional upgrades, and a redesigned UI, these updates offer increased flexibility and efficiency for businesses and end-users. B2Broker continues to set new standards for innovative, user-friendly, and compliant CRM solutions in the global market.