Dolphin Advisor vs ICD智選

Dolphin Advisor APP 是一款面向銷售、顧問等角色的客户服務在線化管理平台。系統通過App、小程序、Web管理後台三大端口,實現對推廣物料管理、客户管理、拜訪計劃、服務工單管理和智能化規則引擎等全鏈路的線上化支持，有效連接客户、銷售、顧問、運營等關鍵業務角色,大幅提升客户服務效率。 推廣物料管理：支持線上管理各類推廣物料素材，一鍵下發。 客户管理：沉澱客户資料，實時跟蹤客户動態。 拜訪計劃：智能排期，提高拜訪效率。 服務工單：全流程工單管理，問題閉環追蹤。 智能化規則：配置化業務規則，標準化運營。 只要輕點一次,客户服務效率三倍提升! 立即下載使用,讓客户服務釋放數字化紅利!

ICD智选是一款面向合资格业务用户的询价、业务记录管理与客户服务工具。用户需通过邀请码提交注册申请，经管理员审核通过后，可使用产品询价、订单状态查看、业务记录核对及客服咨询等功能。 邀请码用于账户准入管理、合规审核、安全控制和风险控制，并非仅面向 ICD CAPITAL LIMITED 内部员工，也不限定于特定公司或组织。符合业务准入条件的外部用户可通过 ICD CAPITAL LIMITED 的业务流程获得邀请码并申请注册。 本 App 不提供实时交易执行、资金转账、支付、投资建议或面向公众的金融投资服务。 主要功能： - 产品询价：支持经审核通过的用户提交产品询价请求，并查看相关处理进度 - 业务记录查看：支持用户查看与自身账户相关的订单、交易记录及处理状态 - 数据核对：支持对已产生的业务记录进行核对，并查看差异或异常信息 - 状态跟踪：展示业务记录的处理状态，包括待确认、已匹配、待复核、已结算等 - 客服咨询：支持用户与客服人员在线沟通，提交使用过程中遇到的问题，并获取相关协助与反馈 用户通过邀请码在 App 内提交注册申请。注册信息将由 ICD CAPITAL LIMITED 管理员基于合规、安全和风控要求进行审核。审核通过后，用户即可使用相应功能。 ICD ZhiXuan is a business inquiry, business record management, and customer support tool for eligible business users. Users submit a registration application with an invitation code and, after administrator review, can access product inquiry, order status, business record reconciliation, and customer support features. The invitation code is used for account access management, compliance review, security control, and risk control. It is not limited to ICD CAPITAL LIMITED internal employees and is not restricted to a specific company or organization. Eligible external business users may obtain an invitation code through ICD CAPITAL LIMITED's business process and apply for registration. The app does not provide real-time trade execution, fund transfers, payments, investment advice, or consumer financial investment services. Key features: - Product inquiry: Approved users can submit product inquiry requests and review the related processing status - Business record review: Users can view order records, trade records, and processing status related to their own account - Data reconciliation: Users can review generated business records and check discrepancy or exception information - Status tracking: Business records can be tracked through statuses such as Pending, Matched, Under Review, and Settled - Customer support: Users can communicate with customer service online, submit questions encountered during app usage, and receive assistance and feedback Users submit a registration application in the app using an invitation code. Registration information is reviewed by ICD CAPITAL LIMITED administrators for compliance, security, and risk-control purposes. Once approved, users can access the available features.