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!
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This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
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About
This tool assists financial advisors with marketing, client acquisition, and in-depth financial analysis. It offers AI-powered insights, product monitoring, and data retrieval to enhance advisor efficiency and client service.
✓AI financial advisor robot
✓Marketing and lead generation tools
✓Product analysis and historical backtesting
✓Product sentiment monitoring
✓Comprehensive product data queries
✓Cloud synchronization with iFinD terminal
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What's New in AI理财师
3.9.7
December 23, 2021
[user experience] Bug repair; [content update] update privacy policy; ----------------------------------------------------------- Our every effort only aims to provide better service for you!
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FAQ
What is AI理财师?
AI理财师 is a financial advisor tool focused on marketing, client acquisition, and financial analysis. It aims to help financial advisors improve their efficiency and client service.
What are the key features of AI理财师?
Key features include an AI financial advisor robot for data queries, marketing tools for lead generation, product analysis with historical backtesting, and sentiment monitoring for financial products.
Is AI理财师 secure for financial data?
The app is described as a secure financial tool that can synchronize with the iFinD terminal, suggesting a focus on data security for financial professionals.
What kind of financial products does AI理财师 cover?
AI理财师 covers a wide range of product data, including bank wealth management products, funds, and private equity, allowing for detailed queries and analysis.
How does AI理财师 help with marketing?
It provides multi-dimensional content forwarding tools to assist financial advisors in marketing and acquiring clients, while also tracking potential clients' investment intentions.
What devices does AI理财师 support?
AI理财师 is available for iPhone, iPad, and iPod, indicating broad compatibility within the Apple ecosystem.
How often is AI理财师 updated?
The latest version is 3.9.7, and it was last updated on December 23, 2021, suggesting a relatively active development cycle.
What is the user rating for AI理财师?
AI理财师 has a high user rating of 5.0 stars based on 2 ratings, indicating strong user satisfaction among its current user base.
