BETA financial planner APP is a wealth technology service APP based on financial big data, which develops portraits and account portfolio diagnosis software of high-net-worth customers' investment interests and preferences. Relying on financial big data, through the AI intelligent algorithm model, financial institutions and financial planners can quickly understand the changes in customers' investment preferences, interpret the market, deconstruct financial products, and screen suitable investment tools and products for customers.
At the same time, we will build new marketing scenarios such as information event interpretation, short video and gamification interaction. Through the combination of "online and offline", financial consultants will realize digital transformation and serve high-net-worth customers in multiple dimensions. Through online scene interaction, customer behavior data is brought, and the data is further algorithmic, which is helpful to the digitalization of consulting services.
Beta financial consultant workstation is a tool platform for financial managers to sell financial products and provide customer service. Provide support tools for all kinds of financial products inquiry, customer account diagnosis report consultation and download, product portfolio change reminder, financial information and research report.