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。
【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
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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 (4 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
- 17 hours ago