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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 FAQ

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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
小金掌上私募-深圳市金斧子基金销售公司旗下
私募基金高端投资平台
微诺亚
诺亚财富旗下高端财富管理平台
微笑基金
千种基金,诺亚正行旗下精选基金销售平台
格上基金-精选好基金
私募基金投资理财专业平台
探普学堂-中国财富管理的实战课堂
基金投顾的专业课程与展业工具
优优私募-优中选优
东方财富旗下私募资讯及交易服务平台
同花顺iFinD—机构级金融资讯数据平台
可视化智能投资分析数据终端
星火理财师-成就独立理财师投顾事业平台
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