Beta理财师 vs 蜻蜓点金

1、 What problems do Beta wealth managers solve? Beta financial planners provide one-stop marketing exhibition services. Based on financial Big data, relying on massive financial data and label maps, they use LLM technology+high-quality database, and create a new generation of digital marketing solutions for financial industries in the way of MaaS+DaaS. Through the way of content+tools+operation, AIGC technology is innovatively applied to financial business scenarios, providing full process services for financial institutions to carry out Digital transformation schemes for wealth management, and providing landing methods and tools for digital marketing, intelligent asset allocation and post investment services. 2、 Beta Achievements Beta Wealth Manager Developer - Shanghai Beta Information Technology Co., Ltd. was awarded the title of "National High tech Enterprise" in 2018, a key cultivated enterprise in Shanghai in 2021, and a "National Information System Security Level 3 Protection" certification in 2022. It was also selected as one of the first batch of "specialized, refined, and innovative" enterprises in Shanghai. As of the end of 2022, Beta's clients have spread to banks, securities, insurance, funds, trusts, and more than 1000 financial institutions, covering 1.7 million high-end financial advisors and wealth managers. The service scope covers over 80% of bank branches and over 50% of securities company business departments. 3、 Introduction to Characteristic Scenarios [Market Companion and Interpretation]: 7 × Provide marketing materials such as morning education, short videos, hot topic interpretations, and financial notes 24 hours a day, helping financial advisors and wealth managers create authentic, vivid, and professional profiles, and create differentiated social circles; [Business Opportunity Discovery]: Leveraging the WeChat ecosystem, real-time access to all information and product customer reading trajectories, understanding customer financial topics and product preferences, gaining multiple connections and sales opportunities; [Product Explanation]: Based on over 10 years of fund research by Beta and data from over 3.2 million financial products, we provide market analysis tools such as macro interpretation and market sentiment, as well as in-depth interpretation of a series of financial products such as funds, wealth management, insurance, and credit; [Post investment companionship]: Establish an electronic ledger to provide reminders of key product changes, warehouse adjustments, and unpacking suggestions. Generate a diagnostic report based on the customer's holdings with one click, provide AI warehouse adjustment suggestions or self-made recommendations; [Growth Community]: Provide tools such as AI intelligent training, career exams, asset allocation competitions, and expert sharing, empowering financial advisors and wealth managers to enhance their professional and marketing abilities. 4、 Opinions and suggestions Various opinions and suggestions, welcome to contact us! Customer service hotline: 400-838-1978 You can also submit your valuable suggestions through "APP homepage avatar personal center slot"

千万投资者的共同选择一蜻蜓点金APP(原中信建投证券 APP) 我们以专业的投顾、极速的行情、及时的资讯、智能的工具为您提供一站式股票、基金、理财服务。找好投顾，到中信建投! 【新开户专享二重福利】 福利一:新客专享约定年化收益率6%报价回购业务 （低风险业务，1000元起投，单人上限5万元，28天期） 福利二:level2十档行情（免费享1个月试用权） 领取方式:蜻蜓点金APP-首页福利专区 活动对象：2024年新开户客户 活动时间：2024年1月1日起长期有效 投资有风险 入市需谨慎 【爆款功能】 1、极速行情:极速沪深行情，闪电一键下单，牢牢把握市场良机 2、智能选股:自适应选股模型，一键筛选满足条件股票，选股不再难 3、智能诊股:海量数据，深度分析，图形化展现，诊股有方法（面向中信建投证券所有用户） 4、智能盯盘:股价预警一键设立，盘中异动实时推送，盯盘不费时（面向中信建投证券开户客户） 5、投顾平台:看直播、读观点、选组合、抢锦囊、找投顾，了解股市观点，近距离与金牌投顾互动。找好投顾，到中信建投! 6、理财商城:公募基金、定期理财、集合理财、现金管理，丰富多元的理财品类，一键购买，告别繁琐流程 7、优问:7*24小时真人在线顾问，秒级抢单应答，投资不再“孤独” 8、业务办理:科创板线上开通，创业板一键转签，线上办理更加便捷 联系我们: 如果您在股票投资、基金理财以及APP使用上有任何问题，可以通过以下途径联系我们: 1、在线咨询:打开APP首页，点击左上角“在线顾问” 2、客服电话:4008-888-108 3、官方微信:中信建投优问或zxjtzdx 4、官方微博:http://weibo.com/zxjt95587