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基遇

让banker轻松淘基

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Description

淘基APP的设计是参照了市场上最前沿的基金业务营销思路，从基金配置出发，从基金营销场景出发，给理财师提供专业且接地气的基金营销展示功能。BANKER，是一个有销售思路智力支持，也是有专业数据支持，更是一个可以学习成长的基金交流平台。
【淘基的愿景】
做代销机构的卖方投顾，参与并影响财富管理行业的基金销售。
做理财师的销售支持，成为理财师最为信赖的基金平台。
【淘基的价值观】
相信基金将是中国家庭的重要资产配置工具。
专业、客观、高效、边界。

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基遇 FAQ

  • Is 基遇 free?

    Yes, 基遇 is completely free and it doesn't have any in-app purchases or subscriptions.

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    基遇 is free.

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User Rating

5 out of 5

2 ratings in China

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基遇 Competitors

Name
AI理财师-理财好帮手
智能营销获客理财分析！
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
国泰君安道合
机构客户一站式专属服务
大成基金
Go-Goal-ETF筛选、对比、评价、交流平台
超70%的券商投顾都在顾小二社区
择尔裕智慧+
基金智能营销、分析及客户管理平台
一道投
私募运营管理平台
国君资管渠道+
专业基金营销服务一体化平台
基金E账户
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基遇 Installs

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基遇 Revenue

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App Info

Category
Finance
Publisher
杭州淘基信息技术有限公司
Languages
English, Chinese
Recent release
1.0.16 (3 months ago )
Released on
Nov 14, 2022 (2 years ago )
Also available in
China, India, Vietnam, United States, Taiwan, Singapore, Sweden, Philippines, Peru, Norway, Malaysia, Lebanon, Kuwait, South Korea, Japan, Italy, Argentina, Ireland, Hong Kong SAR China, Greece, Spain, Egypt, Ecuador, Algeria, Dominican Republic, Denmark, Czechia, Chile, Switzerland, Azerbaijan
Last Updated
6 months ago
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