Beta理财师 vs 国信金太阳

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"

国信金太阳是由国信证券自主研发的一款一站式金融投资理财软件。金太阳让您随时随地掌握证券行情、了解财经资讯、进行股票证券开户与交易，基金理财等各种金融服务，通过专业的服务为客户创造价值，是您随身的投资工具和理财伙伴。 【亮点】 1、丰富便捷：简洁的界面，丰富的产品，方便的快捷入口，场景化的引导，可视化的数据及资产分析，智能化的工具，让您准确的了解大盘趋势，股票交易快速安全； 2、极速行情：左右滑动切换自选、市场、板块，同时调整数据信息让整体简洁化，支持便捷的融资买入、融券卖出，技术采用原生开发技术，股票行情体验流畅，让您了解市场行情； 3、场景交易：重新布局突出资产显示，打造类似“申购宝”等场景型交易产品，提供智能选股盯盘、产业链图谱、形态选股、筹码分布、估值分析等智能化工具，助您便捷的使用交易功能； 4、实时资讯：交互上采用瀑布流形式浏览，导航可切换资讯栏目， 新增栏目，实时播报，让您及时的了解新消息； 5、投顾服务：集合国信精英投顾团队和金融科技，提供旗舰级资讯及投研、一站式投资方案、服务讲解和精英型投顾组合，满足客户日常投资的各类需求； 6、国信理财：丰富的理财产品，推出“月薪理财”、“新手专享”、“一折专区”、“本周人气基金”等系列专题进行场景化的理财引导，通过热销和产品相结合，展示国信理财产品；“财富号”、“指数投资”、“智选活期理财”“智选组合”等全新的财富管理功能，让您有效的找到适合自己的理财产品。 7、新客专享礼包：新客开户后可领取新手礼包，包括沪深level-2行情月卡（免费享1个月使用权）、新手理财券（凭券可购买新客理财产品，期限35天，最高年化收益率6.xx%，购买额度最高5万元）、智能炒股工具（策略轮动和智能信号免费享1个月使用权，盘前参考享146元体验优惠），详细规则以app内所示为准，本活动自2024年1月1日起长期有效，国信证券有权提前终止本活动。 如果您对金太阳有任何建议或者意见，欢迎您联系我们。 关注微信：gx002736 24小时热线电话：95536 欢迎反馈，我们期待您的声音。 历史业绩仅供参考；投资有风险，入市需谨慎。