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E总管

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Published by: Unknown
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Description

【E总管】是一款以跨境资产保护专业知识为基础而开发的,能够为理财师提供解决方案的智能分析系统。本系统通过导入专业分析逻辑,让理财师在面对客户时通过迅捷录入客户信息,精准定位需求,直接生成适合客户的资产保护计划书。理财师通过本系统不仅减轻了专业成本压力,同时完全掌控住自有客源。
-------专业且便捷-------
资产保护计划书是以行业专家深厚的专业知识与丰富的行业经验为基础,通过严密的逻辑判断了解客户的需求并给出最终的合理建议。在面对客户的急切需求时,理财师只需轻触屏幕,便可轻松获得专业建议,减少大量的线下资料搜索与更新所花费的时间。
-------全面且精准-------
【E总管】资产保护计划书会针对理财师为不同身份、需求、资产的客户群体的具体信息而生成,专业知识囊括了境内外不同管辖区的相关法规及制度,保证为理财师及其客户提供最合适的建议。
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E总管 FAQ

  • Is E总管 free?

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

  • Is E总管 legit?

    Not enough reviews to make a reliable assessment. The app needs more user feedback.

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  • How much does E总管 cost?

    E总管 is free.

  • What is E总管 revenue?

    To get estimated revenue of E总管 app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.

User Rating
App is not rated in Austria yet.
Ratings History

E总管 Reviews

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App Info

Category
Utilities
Publisher
Unknown
Languages
English
Recent release
2.0.2 (2 years ago )
Released on
Jul 6, 2017 (7 years ago )
Last Updated
9 months ago