AI理财师-理财好帮手 3.9.7

The AI Financial Advisor is an intelligent tool designed for financial professionals, focusing on enhancing wealth management services. It offers core functionalities such as client acquisition through marketing tools, comprehensive financial analysis, and intelligent service support, all integrated securely with the iFinD cloud platform to improve efficiency and client engagement.

Features include:

• Financial Advisor Bot: An AI-driven conversational agent capable of data retrieval, product search, and knowledge inquiry—streamlining client interactions with simple voice commands or queries.
• Marketing Assistance Tools: Multi-channel content sharing capabilities that aid financial advisors in attracting clients and capturing leads, with real-time insights into potential investor interests.
• Product Analysis: Rapid assessment of various financial products, supported by historical data backtesting, enabling advisors to advise clients on long-term holding strategies.
• Product Public Opinion Monitoring: Analyzes underlying assets such as funds, stocks, and bonds at a granular level, monitoring issuer information and online sentiment to help manage client expectations and product performance.
• Product Big Data: Access to extensive data across banking wealth management products, mutual funds, private equity funds, and more for comprehensive research and comparison.

If you have any suggestions or feedback regarding our software, please feel free to contact us.

24-Hour Hotline: 95105885

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