B2Core Takes a Bold Move by Launching an Enhanced CRM Interface

Jan 10, 2024

B2Core Launches Enhanced CRM Interface

In the context of financial enterprises, the front end of a platform holds a pivotal role as it serves as the central point for user interaction with a provider’s services and features. The combination of visual appeal and practical functionality defines the front end, creating an environment that is both intuitive and efficient.

With the rollout of B2Core version 4, a fully renovated front end comes to the forefront, encompassing improvements in UI, trading features, wallet management, and various other aspects. Let’s go through each fundamental upgrade in depth.

Reorganised Dashboard UI

With the introduction of the novel left bar in B2Core version 4, users gain control over the configuration of their dashboard.

Users can add widgets that provide fast access links, trading account details, relevant banners, and layout adaptability.

This evolution transforms the dashboard into a dynamic and interactive arena, ideally suited for the attentive monitoring of financial activities and seamless use of the platform.

Reorganised Dashboard UI

Component-Based Front-End

In the latest B2Core release, version 4, a component-based front-end architecture takes centre stage. This transformative adjustment simplifies the development workflow by centralising interface components. These components, serving as foundational building blocks for the user interface, undergo meticulous independent testing and verification.

The interface is updated and improved quickly by reusing them while ensuring quality.

This methodology significantly reduces the requirement for frequent code evaluations. For users immersed in the B2Core CRM experience, this equates to a platform that is more streamlined and reliable and possesses the agility to adapt and evolve more seamlessly.

Component-Based Front-End

Updated Wallet Management

A revolutionary change takes place in the Wallet section, introducing a new right bar, activated by a simple click on a wallet. This redesign redefines how users interact with diverse transaction types and stay informed about recent activities.

The Transaction Operations Module sees a comprehensive enhancement, now encompassing functionalities such as deposit, withdrawal, internal withdrawal (located within the withdraw page), transfer, and exchange options.

The Transactions History section also experiences a strategic reorganisation, empowering users to expand each transaction row for in-depth details and categorise transactions seamlessly under distinct tabs.

Updated Wallet Management

Progressive Trading

Anticipating its forthcoming launch, the B2Trader Brokerage Platform (BBP), built in B2Core, is ready to deliver a sophisticated and user-friendly trading environment.

The integration of B2BinPay, a flagship product renowned for secure and efficient transaction processing, further enriches B2Core’s offerings.

Accompanying this, B2Broker’s liquidity solutions provide extensive support, covering a diverse range of over 1000 instruments and addressing key aspects ranging from platform setup to robust risk management.

This all-encompassing ecosystem is meticulously crafted to provide clients with top-tier services and seamless comfort at each stage.

Progressive Trading

Restructured Profile Administration

Significant changes unfold in the Profile segment of B2Core v4, strategically positioned in the header for quick access. This section seamlessly integrates user settings, a strong security module, and simplified verification processes.

The redesigned Presets page, dedicated to storing withdrawal details, is renovated for improved navigation.

Concurrently, the Sign-in and Sign-up processes see refinements, focusing on strengthening security and user-friendliness, ultimately resulting in a more effortless and intuitive entry into the platform.

Restructured Profile Administration

Bonus Novelties from B2Core v4

B2Core v4 comes with a host of additional UI updates aimed at further enhancing user experience and operational efficiency:

  • Empowering Introducing Brokers (IBs) by incorporating an IB Dashboard and Reports featuring advanced filtering, Banners, and Promo sections, fostering better operational control and insights.
  • Improved Help Desk functionality, including enhanced chat features, a visual representation of support schedules, and an optimised user interface for support ticket management, ensuring a more intuitive user support experience.
  • Streamlined Mobile Integration and User Onboarding, featuring a specialised QR code in the mobile app for a smooth desktop-mobile transition and an Onboarding feature on each page, assisting users in quickly adapting to new functionalities.
  • Fine-tuned Bonus Management, separating the Bonuses page into distinct bonus programs and active subscriptions, accompanied by filtering options for improved organisation.
  • Interface Flexibility, offering users a dedicated UI option to seamlessly switch between the new and old interfaces, allowing for a personalised and adaptable user experience.

Last Remarks

Expanding upon the recent integration of cTrader into the iOS app, B2Core v4 announces a new era in user experience. This update signifies a fundamental shift in the front end of their platform, prioritising not just visual appeal but also elevating interaction to be more intuitive, efficient, and dynamic for users.

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