The leading CRM solution provider, B2Core, has introduced yet another update to its back-office management system and mobile application, this one focusing on user experience and enhanced efficiency.

With over 50 engineers and specialists involved in developing and polishing B2Core’s CRM solution, the new update allows businesses to optimise their operations. The B2Core v13 milestone is crucial in streamlining business processes and improving user experience.

The update introduces several improvements, including integrating Zendesk and ShuftiPro and implementing the Travel Rule. This iteration also features new UI redesigns and a revamped Saving Module v1.1, all working together to improve users' experience and platform efficiency.

At the same time, a new iOS v1.23 update was introduced with refined user interfaces and designs, offering iOS app users superior convenience and interaction.

Integrating Zendesk for Superior Customer Service

Having a sustainable customer relationship is vital for any business. Therefore, B2Core introduces a crucial integration with Zendesk, a leading customer service tool that relies on AI to offer personalised customer service.

Zendesk is a sophisticated tool for brokerage firms to accommodate customer support via e-mails, live chat, phone calls, social media and self-service portals. Each channel has AI capabilities to provide customer-focused support and resolve problems.

Users can purchase the Zendesk package directly and integrate it into the B2Core CRM system to offer enhanced customer support service. Leveraged with AI, Zendesk personalises customer interaction using chatbots to reduce the time spent with every client and maximise user satisfaction.

In fact, the B2Core team uses Zendesk to automate customer service processes with a high success rate. This enables the company to reduce the time spent on each query and deliver superior customer service.

Improving ShuftiPro KYC Integration for Elevated Compliance and Security

The integration of ShuftiPro KYC expands the document submission options to the new “ADDRESS” category. Users can use this grouping to submit documents relevant to address verification, like utility bills or rent agreements. Moreover, the verification requests are now more flexible, allowing businesses to customise them to their specific needs.

Travel Rule for Solid Legal Compliance 

B2Core has integrated the Travel Rule solution provider, Notabene, via B2BinPay. This rule requires collecting specific user and financial information for deposits and withdrawals to fight money laundering and illegal transactions. Integrating with Notabene is essential for businesses that comply with the Crypto Travel Rule, which requires the regular provision of company information.

Notabene makes it much easier to stay transparent and comply with the Travel Rule. With this rule adherence, B2Core enables businesses to manage their crypto operations without any regulatory problems in key regions like the EU, US, Canada, Switzerland, Singapore, South Korea and Japan.

Renewed Savings Module v1.1: New Way to Generate Passive Income

After the first introduction in B2Core v2.1, the savings functionality has received a significant boost in its performance and profitability. The renewed Savings Module v1.1 allows end-users to generate passive income from their digital assets by converting their holdings into interest-based savings accounts, just like traditional bank offerings.

Users can earn passive income on their idle crypto assets rather than having them stacked in their storage. This feature caters to users who want to leverage their crypto assets without actively trading, which also helps businesses improve their value proposition and attract more users.

Efficiency Interface That Focuses on Convenience

B2Core’s layouts and interfaces were also revamped, offering appealing visuals and intuitive navigation. This makes the platform more user-friendly and allows end-users to access critical data and find functionalities much more easily.

New Bonuses Page

The new user interface now has a dedication Bonuses section, where clients can access all available bonus programs their broker offers. This allows users to explore and participate in bonus programs that suit their trading objectives and enhance their overall platform experience. Additionally, users can subscribe and monitor active bonuses to enjoy a more informed and rewarding client experience.

Accurate Account Details Viewing

B2Core v13 has significantly expanded the detail and statistical data for trading accounts. Clients can now enjoy a detailed view of their accounts and gain valuable insights into vital trading parameters like equity, balance, free funds, leverage and credit. This comprehensive approach empowers users to make informed decisions and strategically manage their investment portfolios.

Aside from numerical data, engaging visual graphics were implemented to depict equity performance. With interactive charts that offer scaling and marker trading, users can enjoy a more transparent and dynamic overview of their account performance. This enables the broker’s customers to track trends, monitor key performance indicators and refine their strategies.

Tracking Favourites Trading Accounts

The updated UI introduces a new “Favourites Trading Accounts” widget in the dashboard. This addition enables users to seamlessly compile their most frequently used accounts and track key metrics like equity, balance, and margin. This facilitated design simplifies account management and supports informed decision-making.

Improved Deposits and Withdrawals Journey

Offering seamless financial transactions is paramount. For that, B2Core’s new iteration has significantly simplified the deposit and withdrawal process by implementing the auto-substitution feature and eliminating unnecessary steps. Moreover, the group option was removed from the workflow to improve the navigation process.

A much-needed improvement was prominently showing QR codes for simplified mobile transactions to make clients’ experience more convenient and faster. This customer-oriented approach minimises friction points and encourages more active participation in the crypto market.

Significantly Updated iOS App for Elevated Accessibility

The new B2Core update did not neglect the importance of the iOS mobile application. As such, the latest v1.23 release brings significant improvements that focus on user experience within the app.

B2Core App x BBP iOS App Integration

The B2Core’s mobile app CRM integrates with the BBP iOS app, offering a streamlined user experience with one sign-on feature. Once the users is logged into their B2Core mobile app, they can access the BBP iOS application without having to re-enter their login credentials. This powers seamless operations and user convenience for better account management and instant trading.

Redesigned Dashboard

B2Core’s updated dashboard design has been integrated with the ability to interact with the application elements, which are broken down into sections easily. This facilitates instant access to necessary data. The graphical perception of the app’s interface elements and the ease of interaction with them were also improved with new customisable widgets that support even quicker access to the attached data type.

Widgets That Simplify Operations

The new B2Core uses a simplified system of widgets that enables users to find necessary information without opening the application, such as:

• Banners

The set of banner widgets offers access to visual information regarding main events, industry news or updates related to the application development process.

• Total Balance

This widget enables users to seamlessly navigate and view the total balance of all wallets in USD, offering a quicker way to assess the available capital.

• Last Transactions

The last transactions widget enables users to monitor statistical data about their recent transactions, such as deposits, withdrawals, exchanges, or in-address transfers, and their statuses. This feature is crucial for quickly getting a comprehensive view of trading data.

• Favourite Trading Accounts

This widget lets users rank their accounts by priority and select their favourites easily. This feature enables users to continuously monitor their most important information, including total balance, actual capital, and leverage level.

• IB Program

The IB program widget allows users to access and quickly check data regarding existing IB programs to join new IB programs from the dashboard.

Uninterrupted Dedication to Excellence and Innovation

This iteration proves B2Core’s professional approach to meeting customer expectations by offering much-needed features and functionalities. The new CRM platform update in B2Core v13 and iOS v1.23 offers everything a business needs, from visual enhancements to operational improvements.

We can only look forward to the upcoming updates that B2Core and its group B2Broker will offer regarding advanced technologies and cutting-edge solutions that boost brokerage platforms’ operations.