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i理财师
Published by:
Fanhua Puyi Fund Sales Co
Description
平台介绍：
普益财富（普益集团 PUYI INC.）是一个专注为中国新兴中产和大众富裕阶层服务的财富管理品牌。2019年3月29日，普益集团（PUYI INC.）正式在美国纳斯达克挂牌上市。
自成立以来，普益财富潜心研究专业化的理财师成长体系，首次推出i理财师——普益财富旗下理财师服务客户的工具平台，为理财师提供准确、及时、前瞻的决策支持，成为理财师的移动获客助手。
【全系统客户支持】
通过客户管理、消息通知等方式全程跟踪客户数据
【一站式成长工具】
通过资料库、普益学院、商学院等打造全方位学习系统
【智能化拓客工具】
通过普益早报、分享助手、营销线索等构建智能营销系统
联系我们：
全国服务热线 400-080-3388
客服时间：周一至周五 9:00-20:00 周六日及节假日 9:00-16:30
公司地址：广州市天河区珠江西路15号珠江城42楼普益财富
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普益财富（普益集团 PUYI INC.）是一个专注为中国新兴中产和大众富裕阶层服务的财富管理品牌。2019年3月29日，普益集团（PUYI INC.）正式在美国纳斯达克挂牌上市。
自成立以来，普益财富潜心研究专业化的理财师成长体系，首次推出i理财师——普益财富旗下理财师服务客户的工具平台，为理财师提供准确、及时、前瞻的决策支持，成为理财师的移动获客助手。
【全系统客户支持】
通过客户管理、消息通知等方式全程跟踪客户数据
【一站式成长工具】
通过资料库、普益学院、商学院等打造全方位学习系统
【智能化拓客工具】
通过普益早报、分享助手、营销线索等构建智能营销系统
联系我们：
全国服务热线 400-080-3388
客服时间：周一至周五 9:00-20:00 周六日及节假日 9:00-16:30
公司地址：广州市天河区珠江西路15号珠江城42楼普益财富
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App Info
- Category
- Utilities
- Publisher
- Fanhua Puyi Fund Sales Co
- Languages
- Chinese
- Recent release
- 2.4.4 (1 month ago )
- Released on
- Oct 26, 2019 (5 years ago )
- Also available in
- China , Poland , Japan , South Korea , Kuwait , Kazakhstan , Lebanon , Sri Lanka , Mexico , Malaysia , Nigeria , Netherlands , Norway , New Zealand , Peru , Philippines , Pakistan , India , Portugal , Romania , Russia , Saudi Arabia , Sweden , Singapore , Thailand , Türkiye , Taiwan , Ukraine , United States , Vietnam , South Africa , Dominican Republic , Argentina , Austria , Australia , Azerbaijan , Belgium , Brazil , Belarus , Canada , Switzerland , Chile , Colombia , Czechia , Germany , Denmark , Italy , Algeria , Ecuador , Egypt , Spain , Finland , France , United Kingdom , Greece , Hong Kong SAR China , Hungary , Indonesia , Ireland , Israel , United Arab Emirates
- Last Updated
- 4 weeks ago
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