Beta理财师 vs 广发智汇

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"

【研究服务】 研报24小时实时更新，全面覆盖海外研究、策略、A+H个股、行业、固收等几十个研究领域 【线上活动】 广发研究中心多地活动在线查看，一键报名，包括线上会议、调研活动、大型策略会及直播回放等精彩活动尽在广发智汇，满足客户各种使用场景 【投资银行】 汇聚科创板、上海主板、深圳主板、创业板等IPO项目信息及进度，帮助客户更及时、全面地获取一级市场动态 【舆情监测】 提供发债人、沪深、港股、新三板等市场的舆情监测，帮助客户及时、全面地掌握市场舆情动态 【业务办理】 为机构客户（非自然人客户）/产品投资者打造的线上预约开户等业务办理的平台