Dynamic Workflows with Wizard Management
Easily manage, configure, and control all your SMS providers in one centralised interface with B2CORE’s reliable and secure communication tools.
What Are Wizards?
Wizards are modular tools that configure and modify workflows for specific client procedures in the B2CORE UI, including registration, authorisation, password recovery, and more. By defining step-by-step actions, wizards ensure seamless, tailored processes for your clients and administrators.
What Are Wizards?
Wizards are modular tools that configure and modify workflows for specific client procedures in the B2CORE UI, including registration, authorisation, password recovery, and more. By defining step-by-step actions, wizards ensure seamless, tailored processes for your clients and administrators.
Key Features
Customisable Workflows
Configure workflows for client interactions like registration, authorisation, and password management.
Add or modify steps within workflows to tailor procedures to business requirements.
Assign priority indexes to define the sequence of steps in each workflow.
Customisable Workflows
Configure workflows for client interactions like registration, authorisation, and password management.
Add or modify steps within workflows to tailor procedures to business requirements.
Assign priority indexes to define the sequence of steps in each workflow.
Customisable Workflows
Configure workflows for client interactions like registration, authorisation, and password management.
Add or modify steps within workflows to tailor procedures to business requirements.
Assign priority indexes to define the sequence of steps in each workflow.
Multi-Wizard Support
Set up multiple wizards for the same procedure to handle different use cases (e.g., UI interactions vs. API-driven workflows).
Assign default wizards for primary procedures while enabling specialised wizards for external systems.
Multi-Wizard Support
Set up multiple wizards for the same procedure to handle different use cases (e.g., UI interactions vs. API-driven workflows).
Assign default wizards for primary procedures while enabling specialised wizards for external systems.
Multi-Wizard Support
Set up multiple wizards for the same procedure to handle different use cases (e.g., UI interactions vs. API-driven workflows).
Assign default wizards for primary procedures while enabling specialised wizards for external systems.
Granular Controls
Enable or disable wizards based on current operational needs.
Include both required and optional steps, with clear distinctions to guide implementation.
Granular Controls
Enable or disable wizards based on current operational needs.
Include both required and optional steps, with clear distinctions to guide implementation.
Granular Controls
Enable or disable wizards based on current operational needs.
Include both required and optional steps, with clear distinctions to guide implementation.
Wizard Use Cases
Registration Wizard
Simplify new client onboarding with steps like:
CAPTCHA verification for security.
Basic information collection, including email, name, and password.
Email and phone confirmation for verified access.
Advanced custom fields for additional data collection.
Authorisation Wizard
Enhance login security with:
CAPTCHA verification.
Multi-factor authentication (2FA) via SMS or Google Authenticator.
Password Recovery Wizard
Streamline password reset procedures with:
Identification through email or phone verification.
Secure password reset and confirmation.
Withdrawal Wizard
Ensure secure transactions with:
Verification via email and phone codes.
Controlled processes for withdrawal approvals.
Whitelist Management Wizards
Manage wallet security with:
Creation and deletion of withdrawal whitelists.
Step-by-step confirmations for adding or removing wallet addresses.
Why Choose B2CORE Transfers Management?
Why Choose B2CORE Transfers Management?
01
Enhanced Customisation
Adapt workflows to fit unique business requirements.
02
Streamlined Processes
Eliminate inefficiencies with guided, step-by-step procedures.
03
Improved Security
Secure client actions with multi-layered verification steps.
04
Operational Flexibility
Support multiple workflows for diverse use cases.
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?
Transform Client Interactions
Try B2CORE Demo and experience seamless workflow customisation with wizards!
Transform Client Interactions
Try B2CORE Demo and experience seamless workflow customisation with wizards!
B2CORE
All-in-one CRM that caters to your growing business needs.
Back Office
Solutions
B2CORE
© 2025 B2BROKER
Website developed by wsa.design
B2CORE
All-in-one CRM that caters to your growing business needs.
Back Office
Solutions
B2CORE
© 2025 B2BROKER
Website developed by wsa.design
B2CORE
All-in-one CRM that caters to your growing business needs.
Back Office
Solutions
B2CORE
© 2025 B2BROKER
Website developed by wsa.design