B2Core v13 and iOS v1.23 Updates Offer Advanced Account Control and Efficiency

B2Core, a renowned CRM solution provider, has introduced a new update to its back-office management platform and mobile app that improves user experience and platform efficiency.

The process involved over 50 specialists working tirelessly to improve and polish B2Core’s CRM technology, allowing businesses to make the most out of their CRM solution.

This update marks another milestone for B2Core CRM, with the v13 release as an outstanding iteration designed to streamline business operations and improve the broker’s user experience.

The latest B2Core v13 presents various enhancements. It integrates ZenDesk and ShuftiPro, implements the Travel Rule, and provides critical UI improvements. It also introduces Savings Module v1.1 to enhance users’ experience and platform efficiency.

This release was accompanied by a new iOS update, v1.23, which revamps the user interface and visual aesthetics, offering iOS users unrivalled interaction and convenience.

Zendesk Integration – Advanced Customer Support

A robust user base is essential to every successful business, which is what B2Core focuses on with its powerful integration with Zendesk, a top customer service platform that uses AI to offer personalised customer interaction.

Zendesk is a superior customer support tool that facilitates customer support through phone calls, e-mails, live chat, self-service portals, and social media. With AI powering each of these channels, end customers can enjoy more concentrated support to resolve their unique issues.

Brokers can purchase and add the Zendesk package to their B2Core CRM to elevate their customer support capabilities. The AI-powered Zendesk integration enables businesses to personalise customer interactions through chatbots, reducing the time spent with clients and optimising user satisfaction.

B2Core utilises Zendesk to automate its customer support processes with excellent efficiency, minimising the time spent responding to generic queries without compromising user satisfaction.

ShuftiPro KYC Integration Update – Superior Compliance and Transparency

The ShuftiPro KYC integration expands the document submission options to a new “ADDRESS” group. Users can now submit address verification documents, such as rent contracts and utility bills. Additionally, verification requests are more flexible, allowing brokers to customise them according to their specific needs.

Travel Rule Compliance – Elevated User Security

The new B2Core update integrates Notabene, a Travel Rule solution provider, through B2BinPay. This integration requires the collection of certain user and transaction details on withdrawals and deposits to prevent money laundering and illegal financing. Integrating Notabene is necessary for businesses that comply with the Crypto Travel Rule, which requires regular company information provision.

Notabene makes it much simpler for businesses to promote transparency and seamlessly comply with the Travel Rule. Adhering to the Travel Rule allows businesses to manage crypto operations without regulatory barriers in certain regions, such as in the European Union, Switzerland, the United States, Canada, South Korea and Japan.

New Savings Module v1.1 – Simplifying Passive Income Generation

After making its debut in B2Core v2.1, the saving feature has received a crucial boost in its functionality and profitability. The renewed Savings Module v1.1 enables end-users to earn passive income from their digital holdings. Users can seamlessly convert their assets into savings accounts with interest rates, similar to traditional bank offerings.

This way, users can generate passive income using their idle crypto money rather than saving their assets without any revenue. This innovative approach accommodates clients’ demand to leverage their crypto assets without trading, which empowers businesses with improved value propositions and boosts sales.

Clutter-Free User Interface

The new CRM interface has been refined, with a major focus on visual appearance and intuitive navigation. This leads to a more user-oriented experience, allowing customers to find functionalities more efficiently.

A New Bonuses Page

The renewed interface has a separate “Bonuses” section, where clients can find all available bonus programs offered by the broker. This enables users to access and participate in programs that suit their trading goals and enhance their overall platform interaction. Moreover, users can track and subscribe to active bonus programs, leading to a more informed and fruitful client experience.

Visual Account Details Overviewing

The new B2Core update brings more detail and statistical data to trading accounts. Users can now improve their account management and gain valuable insights into main trading parameters, such as balance, equity, credit, free funds and leverage. This comprehensive approach allows users to make informed trading decisions and improve their portfolio management.

Besides numerical data, the v13 update implements visually interactive graphics to mirror equity performance. These charts, equipped with scaling and marker tracking, offer a more dynamic and sophisticated overview of account performance. Traders can use them to track trends, determine key performance indicators and fine-tune their strategies.

Quick Access to The “Favourites Trading Accounts” Widget

The new interface now has a separate “Favourites Trading Accounts” widget within the dashboard, which allows users to seamlessly compile their most frequently used accounts and monitor key account indicators. Users can track parameters like balance, equity, and margin with a glance. This approach simplifies account management and facilitates informed investment decisions.

Seamless Deposits and Withdrawals Process

Simplified financial transactions are crucial for all users and clients. Therefore, the new v13 update streamlines the deposit and withdrawal process, including implementing auto-substitution in selections and removing unnecessary steps to avoid confusion. Moreover, the group options within the flow were removed to simplify user navigation.

Another crucial update is the prominent display of the QR code for mobile transactions. This approach ensures faster and more convenient experience for users. The focus on user-friendliness followed in this update minimises friction points and motivates more users to participate in the crypto world.

B2Core New iOS App – Interoperability at Its Best

The iOS mobile version was also updated to the latest 1.23 release, which saw major improvements to enhance the app user’s experience.

Integrating B2Trader iOS App

The updated mobile app is seamlessly integrated with the BBP iOS applications, ensuring a streamlined experience with one sign-on. Once users are logged into the B2Core mobile app, they can access the BBP iOS app directly without re-entering their login details. This harmonious authentication makes it even more efficient for users to access their accounts and manage their trades.

Redesigned Dashboards

The mobile app’s dashboard has been modified to quickly and seamlessly interact with the application elements, broken down into sections to support instant access to needed data. The aesthetics of the application interface elements and the level of simplified interaction with it have been revised by adding customisable widgets for more straightforward navigation to the associated data type.

New Widgets

The new update follows a convenient system of widgets that enables users to find necessary information without opening the app itself.

Banners

The banner widgets provide access to information regarding critical events, innovations or updates related to the application development process.

Total Balance

The total balance widget lets users quickly check the total balance of all wallet accounts in USD, where you can assess the available capital.

Last Transactions

This widget enables users to find statistical data and statuses about the latest transactions, such as deposits, withdrawals, exchanges, or transfers between addresses. This tool is crucial to quickly getting comprehensive data related to the trading process.

Favourite Trading Accounts

This widget enables users to rank all accounts by priority and select the most favourite ones. This approach allows users to monitor all comprehensive and significant information in front of their eyes to see the total balance, actual capital available and leverage level.

IB Program

The IB Program widget enables users to access “Introducing Broker” programs and check relevant data. From there, they can send a join request to a new IB program directly from the dashboard.

Leading The Race in Development and Convenience

B2Broker, the company behind B2Core, has been introducing advanced innovations and technologies that benefit brokers and investment platforms. With the new B2Core v13 CRM and v1.23 iOS update, the company sets the pace for industrial developments and user convenience.