金融壹账通成功签约广州农村商业银行资产配置系统项目
dongtianya
发表于 2024-7-8 19:08:30
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据悉,此次合作,金融壹账通将为广州农村商业银行建设专业的资产配置系统,提供个性化的精准服务,提升财富规划能力。该系统将构建以客户、产品、服务为核心的“三核心”资产配置体系,整合产品数据库,通过标签属性联通下游渠道,完成售前、售中、售后的全旅程陪伴式管理。
与此同时,金融壹账通将为广州农村商业银行提供全面的数字化转型支持,提升其财富管理服务水平,通过“金融+非金融”生态全程运营,打通资产配置、持仓诊断、财富建议书、客户投教与售后全流程,提升总分支行协同,优化用户体验,增强客户忠诚度,实现整体AUM规模的提升。
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Disclaimer: The views expressed in this article are those of the author only, this article does not represent the position of CandyLake.com, and does not constitute advice, please treat with caution.