1, content promotion

Through the content marketing of funds, insurance, deposits and personal loans, advertising is changed to teaching, and low frequency is high frequency, which reduces customer disgust and improves the click-through rate of customers' products to 12%- 15%.

2. Dig more customers.

Help account managers quickly identify customers' investment preferences, form a private customer pool, tap customers' demand for funds, insurance, deposits and credit, and improve marketing efficiency.

3. Authorized sales of financial products

Through the six-pulse Excalibur rating, detailed diagnosis, short video explanation, insurance short video plan, personal loan short video and other functions of fund products, help account managers to explain the market and products professionally, enhance customer trust, help account managers find the right marketing opportunity and improve marketing success rate.

4. Help AUM improve customer arrival rate.

Help banks acquire new customers who integrate product sales, relieve the pressure of declining outlet traffic year by year, guide customers to the store, and greatly improve the marketing success rate.

5. Year-end bonus marketing for customers.

Plan the marketing calendar three weeks before the year-end bonus is issued, lock in the target customers, help the bank to acquire new customers for integrated product sales, and make use of generations to make generations and retain them.

6. Refined process management

Beta data provides a detailed management cockpit, which can quickly check the execution of front-line personnel's opening actions through reports, help managers check the execution of marketing processes, and reduce the pressure on managers' process management.