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Beta理财师-理财师智能营销助手 17+
百万高端理财师的共同选择
Beta Information Technology
Designed for iPad
-
- Free
Screenshots
Description
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"
What’s New
Version 8.10.230
Chat with me about hot topics and optimize follow-up to improve efficiency
[Big Search] Dynamic sorting optimization, what you see is what you get
[Same screen demonstration] Optimized demonstration experience for better results
[Fix] Compatibility and experience optimization for known issues
Ratings and Reviews
客户基金
提个意见,客户基金栏目里应该把已赎回基金自动沉底,把未赎回的按购买日放到最上面,而且新版的又多出来加载更多,非常不方便基金多的时候浏览。
投后管理功能太强大
基金评分很客观,新改版后的营销线索非常好用,我一直用来拓客,对业绩提升确实很有帮助,推荐了全行使用
功能强大
非常强大的软件,对于理财师而言,每个功能都设计的很人性化,充分了解了我们的需求,推荐
App Privacy
The developer, Beta Information Technology, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- User Content
- Identifiers
- Usage Data
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Shanghai Beta Information Technology Co., Ltd.
- Size
- 178.1 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.0 or later.
- iPad
- Requires iPadOS 12.0 or later.
- iPod touch
- Requires iOS 12.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
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English, Simplified Chinese
- Age Rating
- 17+ Unrestricted Web Access
- Copyright
- © 2019 Beta Information
- Price
- Free