AI理财师-理财好帮‪手‬ 4+

智能营销获客理财分析‪!‬

浙江同花顺网络科技有限公司

Designed for iPhone

    • 5.0 • 2 Ratings
    • Free

iPhone Screenshots

Description

AI理财师——金融投顾的智能理财工具!
我们专注服务理财师,提供“营销获客、理财分析、智能服务”等核心功能,实现与iFinD终端云端互通的安全理财工具,帮助理财师提高效率提升服务。

【理财师机器人】人工智能人机对话理财师机器人,查数据、搜产品、问知识一句话搞定
【营销辅助工具】多维度内容转发,帮助理财师营销获客提供线索,实时掌握潜在客户投资意向
【产品分析】帮助理财经理快速应对各类产品,大数据历史回测帮助理财师指导客户长期持有产品
【产品舆情监控】以产品为维度,对基金、股票、债券底层资产穿透,对发行方、全网信息等进行舆情抓取监控,帮助理财师管控产品及客户预期。
【产品大数据】包含银行理财、基金、私募等各类产品数据查询

如果您对我们软件有任何建议或者意见,欢迎联系我们。
24小时热线:95105885
新浪微博:http://weibo.com/ths300033 @同花顺

What’s New

Version 3.9.7

[user experience] Bug repair;
[content update] update privacy policy;
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Our every effort only aims to provide better service for you!

Ratings and Reviews

5.0 out of 5
2 Ratings

2 Ratings

Frank at CMB ,

Amazing and wonderful

very useful app, I appreciate you guys developed such amazing app. I’m a financial advisor at China Merchants Bank. I use this app to collect lots of useful info to my customers. It really helped me! Strong recommend!

App Privacy

The developer, 浙江同花顺网络科技有限公司, 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:

  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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