B2Core, a leading CRM platform for businesses in financial markets, has announced a significant update that equips financial services firms with strong tools and simplified processes. These new features will allow B2Core clients to quickly adjust to ever-changing market conditions and customer needs. So, what’s new?
Customizable and Convenient Event Notifications
B2Core Back Office has been updated with a new Event Notification module. This highly customizable and user-friendly module enables admins to set up notifications for 27 different actions, such as confirmations of payments, verification approves, and more. The notifications can be sent through various channels including emails, SMS, Slack, and now Telegram.
The Event Notification module provides a comprehensive set of options for admins to quickly configure the settings to best suit their needs. Channels can be set up individually from the “System – Templates” menu. Additionally, extra users can be added in the ‘Users’ category in order to increase the admin base receiving notifications. All the information about notifications a certain person receives is accessible from the user’s card.
Visit B2Core’s website with official documentation for an in-depth look at the new module. Additionally, their How-To Guide and References page offer useful advice on configuring notifications.
Telegram Alerts
B2Core has added Telegram to its notification channels, allowing users to stay connected and informed of their business on their preferred platform. To receive Telegram notifications, users should link their Back Office account to their Telegram chat ID profile. Once connected, users are able to select and customize a template they want to use for their event-based notifications.
Further instructions on setting up Telegram notifications can be found in the official How-to articles, including information on configuring the Telegram templates and bot, as well as obtaining your chat ID.
Detailed cTrader Data
B2Core now has improved cTrader UI, giving cTrader users a comprehensive and detailed overview of their trading activity. Traders can review Equity, Balance, Leverage, Credit and Free funds data quickly and accurately. The information is displayed in an easily understandable graphical format to allow for optimal analysis. Additionally, account holders can view a daily and historical overview of their account performance, with the ability to customize timeframes according to their needs.
Real-time order status, active and closed trades, and other key trading data can also be easily accessed from one location. With this information at their fingertips, traders are able to accurately monitor positions and plan future strategies accordingly.
Bulk Deposit Operations
New update also includes a new and convenient feature to help streamline the process of sending funds to several client accounts. The “Update Balances” box in the Accounts screen allows users to upload a CSV file that includes details such as Email, ID and deposit amount for those accounts that need additional funds. This eliminates the need for separate deposits, thus saving time and increasing efficiency.
Conclusion
B2Core continues to set the standard for CRM solutions, introducing new features that provide an outstanding experience to both traders and brokers. The new update is sure to make B2Core’s platform even more efficient and user-friendly.
