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AI理财师-理财好帮手

智能营销获客理财分析！

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Description

AI理财师——金融投顾的智能理财工具！
我们专注服务理财师，提供“营销获客、理财分析、智能服务”等核心功能，实现与iFinD终端云端互通的安全理财工具，帮助理财师提高效率提升服务。
【理财师机器人】人工智能人机对话理财师机器人，查数据、搜产品、问知识一句话搞定
【营销辅助工具】多维度内容转发，帮助理财师营销获客提供线索，实时掌握潜在客户投资意向
【产品分析】帮助理财经理快速应对各类产品，大数据历史回测帮助理财师指导客户长期持有产品
【产品舆情监控】以产品为维度，对基金、股票、债券底层资产穿透，对发行方、全网信息等进行舆情抓取监控，帮助理财师管控产品及客户预期。
【产品大数据】包含银行理财、基金、私募等各类产品数据查询
如果您对我们软件有任何建议或者意见，欢迎联系我们。
24小时热线：95105885
新浪微博:http://weibo.com/ths300033 @同花顺
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AI理财师-理财好帮手 Competitors

Name
Beta理财师-理财师智能营销助手
百万高端理财师的共同选择
储蓄罐-智能投顾投资理财平台
薛掌柜-基金组合专家
安全靠谱的小白投资理财平台
惠金所-阳光保险集团旗下金融信息服务平台
金牛理财财富版—您身边的基金财富专家
金牛组合策略，助力财富增长
向上金服-财富投资理财管家
新手注册即享13%高年化收益
汇盈金服-金融投资银行存管合规平台
N/A
金e融
弘历合规资讯
钱景私人理财
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App Info

Category
Finance
Publisher
浙江同花顺网络科技有限公司
Languages
English, Chinese, Chinese
Recent release
3.9.7 (2 years ago )
Released on
Jan 11, 2013 (11 years ago )
Also available in
China, United States, Singapore, Peru, Poland, New Zealand, Norway, Netherlands, Nigeria, Malaysia, Mexico, Lebanon, Kazakhstan, Kuwait, South Korea, Japan, Italy, Philippines, Pakistan, India, Portugal, Romania, Russia, Saudi Arabia, Sweden, Thailand, Türkiye, Taiwan, Ukraine, Vietnam, South Africa, Dominican Republic, Argentina, Austria, Australia, Azerbaijan, Belgium, Brazil, Belarus, Canada, Switzerland, Chile, Colombia, Czechia, Germany, Denmark, United Arab Emirates, Algeria, Ecuador, Egypt, Spain, Finland, France, United Kingdom, Greece, Hong Kong SAR China, Hungary, Indonesia, Ireland, Israel
Last Updated
1 year ago
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