Ensure a Seamless Client Registration

Manage the registration flow for new clients and control the visibility settings. Explore advanced tools that align with business objectives and regulatory requirements.

Key Features

Country Information

Assign unique IDs and official country and capital city names in the system.

Incorporate international standards of alphanumeric codes, such as ISO 3166-2 and ISO 3166-3.

Country Information

Assign unique IDs and official country and capital city names in the system.

Incorporate international standards of alphanumeric codes, such as ISO 3166-2 and ISO 3166-3.

Currency Details

Assign official currency names with standard three-letter currency codes.

Use correct fractional units of the currency (cents and pence).

Currency Details

Assign official currency names with standard three-letter currency codes.

Use correct fractional units of the currency (cents and pence).

Region Classification

Use regional codes like UN M49 to identify broader geopolitical areas.

Use subregion codes for simpler classification within the main region.

Region Classification

Use regional codes like UN M49 to identify broader geopolitical areas.

Use subregion codes for simpler classification within the main region.

Visibility Settings

Utilise toggles to determine whether a country appears in registration forms.

Configure visible and hidden countries during signup or account setup.

Visibility Settings

Utilise toggles to determine whether a country appears in registration forms.

Configure visible and hidden countries during signup or account setup.

Branded Client Registration Form

Customise the look and feel of your registration flow. Apply your logo, background, and form to match your brand identity while keeping full control over country visibility.

Registration
Registration

Branded Client Registration Form

Customise the look and feel of your registration flow. Apply your logo, background, and form to match your brand identity while keeping full control over country visibility.

Registration

How It Works

01

Enable or Disable Countries

Control the list of visible countries during the client registration process.

02

Export Country Data

Download the list in CSV or Excel format for offline review or record-keeping.

03

Simplify Country Management

Simplify Country Management

Simplify Country Management

Configure country visibility without worrying about adding or editing data.

Why Use the Country Management Feature?

Why Use the Country Management Feature?

Compliance

Ensure only approved countries are available for client registration.

Compliance

Ensure only approved countries are available for client registration.

Customisation

Tailor the registration process to meet business and operational needs.

Customisation

Tailor the registration process to meet business and operational needs.

Efficiency

Quickly manage visibility settings for a seamless user experience.

Efficiency

Quickly manage visibility settings for a seamless user experience.

Frequently Asked Questions

Find answers to the most common questions about our products and services.

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

Explore B2CORE’s Client Registration Flow

Customise user registration settings, visible countries, currencies, and forms using advanced tools and toggles for a streamlined flow. Optimise the signup process for new clients with B2CORE today!

Explore B2CORE’s Client Registration Flow

Customise user registration settings, visible countries, currencies, and forms using advanced tools and toggles for a streamlined flow. Optimise the signup process for new clients with B2CORE today!