CRM

B2Broker Updates B2Core CRM and its iOS Version with New Integrations and UI Redesign


B2Broker, the liquidity and technology provider, revealed a significant update for the CRM solution — B2Core v13, a comprehensive upgrade aimed at optimising business operations and enhancing the client’s user experience.

The latest version of B2Core is loaded with valuable upgrades, including Zendesk and expanded ShuftiPro integrations, Travel Rule implementation, significant UI improvements, and the introduction of the updated Savings Module v1.1, all geared towards improving user experience and platform efficiency.

Concurrently, the newest iOS release, v1.23, zeroes in refining the visual design and user interface, providing iOS users with improved interaction and convenience.

Zendesk Integration for Superior Customer Support

Strengthening client relationships is crucial for any successful brokerage. B2Core adds a compelling integration with Zendesk, a leading customer service platform that harnesses AI to enhance and personalise customer interactions.

Zendesk is an essential tool, facilitating customer support via email, phone, live chat, social media, and self-service portals. Each channel is AI-powered, providing bespoke solutions to customer issues. The Zendesk package can be quickly purchased and integrated into the B2Core CRM, increasing your customer support capabilities.

The developers behind B2Core vouch for Zendesk’s efficacy, employing the system to automate their customer support processes.

Enhanced Compliance and Security with ShuftiPro KYC Integration Upgrade

The ShuftiPro KYC integration has been expanded with the introduction of a new “ADDRESS” group. Clients can now submit documents pertinent to address verification. The verification requests have been made more flexible and customisable to meet clients’ needs.

Travel Rule Compliance in Cooperation with B2BinPay

B2Core has collaborated with Notabene, a Travel Rule solution provider, via B2BinPay. The integration is pivotal for companies complying with the Crypto Travel Rule, which mandates regularly providing company information.

Notabene simplifies adherence to the Travel Rule, helping brokers and institutions using B2Core manage crypto operations without compliance issues in notable regions like the United States, EU, Switzerland, Singapore, Japan, South Korea, and Canada.

Passive Income from Digital Assets with Savings Module v1.1



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