Streamline Client Interactions with Request Management
Manage client-submitted requests effortlessly in one centralised interface. Ensure transparency, accountability, and efficiency within the B2CORE’s Request Management.
Key Features
Comprehensive Request Tracking
Overview Requests: Find and resolve all incoming requests and easily track their progress using categories (Pending, Approved, Rejected).
Export Options: Share or download data in CSV or XLSX format with visibility settings and applied filters intact.
Detailed Request Insights
Client Information: Visualise client ID, name, email, and assigned tags for streamlined organisation.
Request Type: Sort requests based on account setup, transaction type, verification status, and IB enrollment.
Customisable Interactions
Highlight Requests: Assign specific colours to requests for better visualisation and instant tracking.
Add Comments: Provide notes on requests for better team collaboration and client communication.
Advanced Monitoring Tools
Transaction Audits: Verify balances by summarising incoming transactions and flagging discrepancies for review.
Editable Transactions: Adjust deposit or withdrawal amounts for compatible payment systems for better processing.
How It Works
01
Monitor Requests
View and track all client-submitted requests with key information.
02
Resolve Individually
Approve or reject requests with full transparency into details.
03
Collaborate Effectively
Use comments and colour-coded highlights to improve teamwork.
04
Ensure Compliance
Manage internal approvals for Finance and Compliance departments.
Why Choose B2CORE Request Management?
Transparency
Detailed insights into every client request, with complete tracking from submission to resolution.
Efficiency
Streamlined workflows reduce administrative overhead and enhance service delivery.
Customisable Options
Optimised collaboration across departments using highlight and internal notes.
Audit Capabilities
Proactive verifications and discrepancies monitoring for better compliance.
Frequently Asked Questions
Find answers to the most common questions about our products and services.
What is a Forex CRM?
A CRM (Customer Relationship Management) software stores all client activities, details, and information, as well as business aspects like requests, settlements, and wallet management. It is the heart of a brokerage firm and a vital tool to monitor and manage user and platform interactions in one comprehensive interface.
