B2Broker, a leading provider of liquidity and technology, has unveiled the latest significant progress in its product range: the launch of B2Core CRM’s version 13. The new update represents a major step in streamlining business operations and elevating user experience.
The latest iteration of B2Core brings a host of invaluable enhancements. It incorporates seamless integrations with Zendesk and ShuftiPro, implements the travel rule, and offers crucial upgrades to the user interface. The introduction of Savings Module v1.1 forms part of this significant update, which aims to make the user experience smoother and the platform more efficient.
In conjunction with this, B2Broker has rolled out its latest B2Core iOS release, v1.23, with an emphasis on refining the visual design and user interface. With this update, iOS users will have a higher level of interaction and convenience, enhancing their overall experience.
New Integration with Zendesk Enables Superior Customer Support
Forging robust relationships with clients remains paramount to the success of any brokerage. B2Core has taken an impressive step in this direction by integrating Zendesk, a pioneering customer service platform that employs AI to elevate and personalise customer interactions.
Zendesk proves indispensable in enhancing customer support through various channels, including email, phone, live chat, social media, and self-service portals. Each channel leverages AI, thereby offering tailored solutions for customer concerns. The Zendesk package can be seamlessly purchased and integrated with the B2Core CRM, significantly boosting customer support capabilities.
The B2Core team attests to Zendesk's effectiveness, utilising the system to automate its customer support procedures.
Compliance and Security Bolstered with ShuftiPro KYC Integration Enhancement
The ShuftiPro KYC integration was upgraded by adding a new "ADDRESS" group. Clients can now submit documents relevant to address verification. Verification requests are now more adjustable and customisable, catering to specific client requirements.
Crypto Travel Rules Compliance through B2BinPay
B2Core has integrated the Travel Rule solution service, Notabene, through B2BinPay. This collaboration is critical for companies to conform to the Crypto Travel Rule, which requires regular company information updates.
Notabene makes adherence to the Travel Rule easy, assisting brokers and institutions that use B2Core to manage crypto operations without compliance problems in critical regions such as the United States, EU, Switzerland, Singapore, Japan, South Korea, and Canada.
The Savings Module v1.1 Boosts Passive Income from Digital Assets
The Savings Module v1.1 augments the functionality and profitability of the savings feature first launched in B2Core's V2.1 update. Users can generate passive income from their digital assets through the module by shifting holdings into savings accounts that earn interest.
This feature appeals to clients who wish to capitalise on their digital assets without engaging in active trading, thereby enhancing the value offering of a brokerage.
A User Interface Designed for Clarity and Efficiency
B2Core's user interface has been substantially redesigned to enhance aesthetics and facilitate intuitive navigation. It strives to simplify clients' access to essential information and use of various functionalities, creating a more user-friendly experience.
Addition of the Bonus Section
The updated B2Core includes a new Bonuses section, where clients can conveniently explore all bonus programs a broker provides. This feature promotes engagement with the platform by enabling clients to join programs that coincide with their trading objectives. Moreover, subscribing to and tracking active bonuses enriches the client experience by keeping them informed and rewarded.
Expansion of Trading Account Details
B2Broker has increased the detailed statistics and information provided for trading accounts. This enables clients to better understand their accounts by providing insight into crucial trading factors, including balance, equity, free funds, leverage, and credit.
Additionally, the updated version of CRM presents new visually appealing graphics. The interactive charts, complete with scaling and marker tracking capabilities, offer a dynamic account view, which helps traders track trends, identify vital performance indicators, and adjust their strategies as needed.
Favourites Trading Accounts Widget
B2Core's new interface also introduces a "Favourites Trading Accounts" widget in the Dashboard. This element lets clients conveniently assemble their most regularly accessed accounts for easy monitoring, such as equity, balance, and margin, at a glance. Its simplified method encourages informed decision-making and facilitates account management on the platform.
Uncomplicated Deposits and Withdrawals
With the rollout of version 13, the interface has greatly simplified deposit and withdrawal processes. It now features auto-substitution in selects, eliminating unnecessary steps and potential confusion. Moreover, it has removed group options from the workflow, further simplifying navigation.
Notably, QR codes for mobile transactions are prominently located to facilitate on-the-go transactions. By focusing on user-friendliness, brokers can reduce friction points and foster enhanced participation in the crypto market.
B2Broker Reworks the B2Core iOS App
B2Core's iOS development continues to accelerate, and the team's efforts are evident in the major enhancements made in the recent v1.23 release that aims to optimise user interaction with the app.
Interoperability with the BBP iOS App
The B2Core CRM mobile version syncs smoothly with the iOS app of B2Trader, creating an integrated user experience with single sign-on functionality. Users logged into the B2Core mobile app can gain direct access to the BBP iOS app without inputting their credentials again. This smooth authentication process paves the way for users to access their accounts and begin trading swiftly.
Overhauled Dashboard
The redesigned dashboard fosters quick and simple engagement with the app components, segmented into sections for immediate data access. The addition of customisable widgets for speedy access to the linked data type has enhanced visual understanding of the app interface elements and ease of interaction.
- Widget System
In the upgraded version, a handy system of widgets has been introduced, enabling users to view essential data without having to open the app.
- Banners
A collection of banner widgets provides visibility into significant events, innovations, or updates pertinent to the app development and deployment process.
- Total Balance
This widget facilitates quick navigation to view the total balance of all wallet accounts in USD, enabling users to gauge the available capital promptly.
- Last Transactions
This widget allows users to monitor statistical data related to their most recent transactions—deposits, withdrawals, exchanges, and transfers between addresses—and their statuses. It is a crucial tool when quick, complete data about the trading process is needed.
- Favorite Trading Accounts
This feature lets users prioritise their accounts, marking the preferred ones. It also allows real-time visibility into crucial information such as total balance, available capital, and leverage level.
- IB Program
This widget eases access to IB programs, enabling the client to quickly review data about existing IB programs and submit a request to join a new IB program directly from the Dashboard.
Achieving New Levels in Accessibility & Functionality
B2Broker's recent introduction of B2Core v13 and B2Core iOS v1.23 signifies its commitment to improving brokerage operations and consumer experience.
The latest updates, characterised by new integrations, upgraded functionalities, and a revamped user interface, promise increased adaptability and efficiency for brokerages and traders. B2Broker remains a unique trendsetter, providing internationally innovative, user-centric, and regulation-compliant CRM solutions.
