# AI理财师-理财好帮手 — 智能营销获客理财分析！

> AI-powered financial advisor tool for marketing, analysis, and client service. (iPhone/iPad app by Zhejiang flush Network Technology Co., Ltd..)

- Source: https://appshunter.io/ios/app/ai/id581439853 (this page in markdown: same URL + `.md`)
- Developer: [Zhejiang flush Network Technology Co., Ltd.](https://appshunter.io/developer/1097655740)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 9.0 · 35 MB
- Languages: English, Chinese, Chinese
- Released: 2013-01-11
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/ai/id581439853/reviews.md

## What is AI理财师?

AI理财师——金融投顾的智能理财工具！
我们专注服务理财师，提供“营销获客、理财分析、智能服务”等核心功能，实现与iFinD终端云端互通的安全理财工具，帮助理财师提高效率提升服务。

【理财师机器人】人工智能人机对话理财师机器人，查数据、搜产品、问知识一句话搞定
【营销辅助工具】多维度内容转发，帮助理财师营销获客提供线索，实时掌握潜在客户投资意向
【产品分析】帮助理财经理快速应对各类产品，大数据历史回测帮助理财师指导客户长期持有产品
【产品舆情监控】以产品为维度，对基金、股票、债券底层资产穿透，对发行方、全网信息等进行舆情抓取监控，帮助理财师管控产品及客户预期。
【产品大数据】包含银行理财、基金、私募等各类产品数据查询

如果您对我们软件有任何建议或者意见，欢迎联系我们。 
24小时热线：95105885 
新浪微博:http://weibo.com/ths300033 @同花顺

## Key features

- 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

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/ai/id581439853/reviews.md

### 5/5 — Amazing and wonderful

*2018-12-20, version 1.70.01*

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!

## Frequently asked questions about AI理财师

### 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.

## Version history (last 1 release)

### 3.9.7 — 2021-12-23

[user experience] Bug repair;
[content update] update privacy policy;
-----------------------------------------------------------
Our every effort only aims to provide better service for you!

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All apps by Zhejiang flush Network Technology Co., Ltd.: https://appshunter.io/developer/1097655740

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*