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

Veröffentlicht von: Beta Information Technology

Beschreibung

1、 What problems do Beta wealth managers solve?
Beta financial planners provide one-stop marketing exhibition services. Based on financial Big data, relying on massive financial data and label maps, they use LLM technology+high-quality database, and create a new generation of digital marketing solutions for financial industries in the way of MaaS+DaaS. Through the way of content+tools+operation, AIGC technology is innovatively applied to financial business scenarios, providing full process services for financial institutions to carry out Digital transformation schemes for wealth management, and providing landing methods and tools for digital marketing, intelligent asset allocation and post investment services.
2、 Beta Achievements
Beta Wealth Manager Developer - Shanghai Beta Information Technology Co., Ltd. was awarded the title of "National High tech Enterprise" in 2018, a key cultivated enterprise in Shanghai in 2021, and a "National Information System Security Level 3 Protection" certification in 2022. It was also selected as one of the first batch of "specialized, refined, and innovative" enterprises in Shanghai. As of the end of 2022, Beta's clients have spread to banks, securities, insurance, funds, trusts, and more than 1000 financial institutions, covering 1.7 million high-end financial advisors and wealth managers. The service scope covers over 80% of bank branches and over 50% of securities company business departments.
3、 Introduction to Characteristic Scenarios
[Market Companion and Interpretation]: 7 × Provide marketing materials such as morning education, short videos, hot topic interpretations, and financial notes 24 hours a day, helping financial advisors and wealth managers create authentic, vivid, and professional profiles, and create differentiated social circles;
[Business Opportunity Discovery]: Leveraging the WeChat ecosystem, real-time access to all information and product customer reading trajectories, understanding customer financial topics and product preferences, gaining multiple connections and sales opportunities;
[Product Explanation]: Based on over 10 years of fund research by Beta and data from over 3.2 million financial products, we provide market analysis tools such as macro interpretation and market sentiment, as well as in-depth interpretation of a series of financial products such as funds, wealth management, insurance, and credit;
[Post investment companionship]: Establish an electronic ledger to provide reminders of key product changes, warehouse adjustments, and unpacking suggestions. Generate a diagnostic report based on the customer's holdings with one click, provide AI warehouse adjustment suggestions or self-made recommendations;
[Growth Community]: Provide tools such as AI intelligent training, career exams, asset allocation competitions, and expert sharing, empowering financial advisors and wealth managers to enhance their professional and marketing abilities.
4、 Opinions and suggestions
Various opinions and suggestions, welcome to contact us!
Customer service hotline: 400-838-1978
You can also submit your valuable suggestions through "APP homepage avatar personal center slot"
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    🤔 Die Beta理财师-App scheint anständig zu sein. Es gibt Raum für Verbesserungen, aber im Allgemeinen sind die Nutzer zufrieden.

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    Beta理财师 ist kostenlos.

  • Wie hoch ist der Umsatz von Beta理财师?

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理财笔记里面的字太小了

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China

理财笔记生成海报的时候,里面的字太小了

有个小bug

君心皓月 on

China

页面突然显示不全了大概只有四分之三页面

吃人血馒头是吧?祝贵司早日倒闭!

小泳豆 on

China

空难你们这么高兴?不择手段的营销令人作呕

用户信息

JiangsuNanjingREN on

China

搜索框输入内容提交了搜索反馈后,就会收集用户的姓名联系方式以及公司资料等,包括用户搜索的内容!

关于账户注销

dexster2401 on

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无法自主注销账号。

bug 出现!

unique0918 on

China

又出现bug!购买的基金明明正常申购,却直接跳转上月的一个日期记入申购日期!望尽快改正!

登陆不了,有人帮忙解决吗?万分感谢

二区:独步天下ID:16871 on

China

错误提示是:200072,CA根证书校验失败,…

见过迄今为止最强大的理财师app

往事随锋 on

China

Beta理财师是个一个务实的软件,数据都比较准确,会一直用下去的~

特别实用的工具

理财经理小李 on

China

短视频版块里的理财大咖视频非常有用,期待以后有更多更好的视频。

好用!!!👍🏻!!!

Hellow zty on

China

理财师又更新了,界面越来越好了,赞👍🏻!!!

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