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.

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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.

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.

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.

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.

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

Monitor Requests

View and track all client-submitted requests with key information.

Resolve Individually

Approve or reject requests with full transparency into details.

Collaborate Effectively

Use comments and colour-coded highlights to improve teamwork.

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.

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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.

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 Request Management

Handle client requests and enhance team synergy using a comprehensive request system to improve user communication.

Request a Demo

Explore B2CORE’s Request Management

Handle client requests and enhance team synergy using a comprehensive request system to improve user communication.

Request a Demo

B2CORE

All-in-one CRM that caters to your growing business needs.

B2CORE

Website developed by wsa.design

B2CORE

All-in-one CRM that caters to your growing business needs.

B2CORE

Website developed by wsa.design

B2CORE

All-in-one CRM that caters to your growing business needs.

B2CORE

Website developed by wsa.design