Dynamic Wizard Management
Streamline and configure user interfaces with guided steps, customised workflows, and seamless navigation to offer an interactive experience with B2CORE.
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 and customise workflows for registration, authorisation, and password recovery, and add and edit steps to suit your preferences.
Assign priority indexes to define the execution order of steps within each workflow.
Customisable Workflows
Configure and customise workflows for registration, authorisation, and password recovery, and add and edit steps to suit your preferences.
Assign priority indexes to define the execution order of steps within each workflow.
Customisable Workflows
Configure and customise workflows for registration, authorisation, and password recovery, and add and edit steps to suit your preferences.
Assign priority indexes to define the execution order of steps within each workflow.
Multi-Wizard Support
Set up multiple wizards for the same procedure to handle different use cases.
Assign default wizards for primary procedures with specialised wizards for external systems.
Multi-Wizard Support
Set up multiple wizards for the same procedure to handle different use cases.
Assign default wizards for primary procedures with specialised wizards for external systems.
Multi-Wizard Support
Set up multiple wizards for the same procedure to handle different use cases.
Assign default wizards for primary procedures with specialised wizards for external systems.
Granular Controls
Enable or disable wizards easily based on evolving operational needs.
Include required and optional steps, with clear steps to guide navigation.
Granular Controls
Enable or disable wizards easily based on evolving operational needs.
Include required and optional steps, with clear steps to guide navigation.
Granular Controls
Enable or disable wizards easily based on evolving operational needs.
Include required and optional steps, with clear steps to guide navigation.
Wizard Use Cases
Registration Wizard
Simplify client onboarding with:
CAPTCHA verification, credential collection, and access detail confirmation.
Advanced custom fields for specific data collection for regulatory needs.
Authorisation Wizard
Enhance login security with:
CAPTCHA verification and security.
Multi-factor authentication via SMS or Google Authenticator.
Password Recovery Wizard
Streamline password reset with:
Identification through email or phone verification.
Guided password reset with secure confirmation.
Withdrawal Wizard
Ensure secure transactions with:
Verification via email and phone codes.
Guided confirmations for adding or removing wallet addresses.
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?
Explore B2CORE’s Wizard Management
Simplify user interaction with guided wizards across registration, authorisation, and password recovery. Transform client interactions and offer smoother navigation with B2CORE today!
Explore B2CORE’s Wizard Management
Simplify user interaction with guided wizards across registration, authorisation, and password recovery. Transform client interactions and offer smoother navigation with B2CORE today!
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