B2Core has just launched an update to its CRM platform for brokers and exchanges with features intended to boost user experience and security. With this upgrade, you can now take advantage of the following new components:

• A feedback section for the Helpdesk

• Time Limits Settings 

• An improved Device Management section.

By making these innovative changes, B2Core has solidified its place as the number one CRM platform for financial institutions.

Section for Helpdesk Feedback

The B2Core team has crafted a user feedback system tailored to the demands of brokers and exchanges. This tool will enable platform owners to gain insight into how they can further enhance their service, resulting in a superior user support experience.

Once the user has received help from the support team, they have the option to close their ticket and leave a review of their experience. This feedback gives companies an understanding of what customers think about their services and where they can focus on improvement areas. Additionally, comments are encouraged so that companies can gain more in-depth knowledge regarding customer satisfaction levels.

If users don't want to leave a comment, they can close the feedback window, and their responses won't be recorded. All user feedback and comments are consolidated in the Ticket Feedback Section of the B2Core admin panel so that administrators can access their support team's performance data and ensure optimal customer service.

Time Limits Settings

Admins can ensure the utmost security of their system by setting up session time limits for B2Core Back Office users. By navigating to System - Settings, admins have an extensive range of available inactive times ranging from 1 to 240 minutes that will automatically log out any idle user within this period to protect all data and admin credentials.

Improved Device Management Section

End users now gain access to the enriched Device Management view in Profile - Security, allowing them to obtain more helpful information on their login device, associated IP address, and approximate location. By having this additional data at hand, they can safeguard their accounts with greater confidence.

To strengthen end-user accounts' safety, the B2Core team has included a new variety of email notifications alongside their improved Device Management view. The back office enables the admin to personalize this email template for end-users with the desired details. 

From now on, whenever an individual login attempt is made from any device, the user will be alerted via email and able to check out which device was used for this activity immediately. If a user suspects that their account is being accessed by someone else, they can swiftly reset their password and end all active sessions to protect their data and finances.

Final Remarks

B2Core has released an update to improve your and your clients' experience. With several new features, such as the Helpdesk feedback module, session time limit settings, and enhanced Device Management security protocols, this CRM solution guarantees to be the industry standard for user-friendliness and safety. The team at B2Core is continuously striving to provide users with innovative solutions that increase their satisfaction and security. This update is just one of many upcoming releases that will bring even more value to brokers, exchanges, and financial institutions. Try out these new features to get the most out of your B2Core platform!