The most popular SmartOffice financial investment

2022-07-26
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Miling SmartOffice financial investment advisory service solution

smartoffice financial investment advisory version

under the tide of fierce competition in the financial industry and personalized demand of investors if their weight is reduced by 20% (3) 0%, financial product innovation, service level improvement and expansion of user recruitment are common problems that financial enterprises need to face. The intelligent analysis and interactive investment advisory service solution of miling communication SmartOffice is an all-round sales support system for Financial Investment Advisory enterprises, including CRM customer management, intelligent investment advisory, risk control, sales management, order management, membership system and other applications

by integrating online and offline resources of customers in the financial service industry, as well as a variety of networking and low-cost marketing means and communication methods, the SmartOffice investment advisory edition of miling communication helps enterprises establish a smooth communication platform with customers and build a CRM business support system with a complete communication system

so as to comprehensively and efficiently manage customer resources, improve customer value, and improve internal collaborative work ability. It is an all-round sales support system for financial investment consulting enterprises, including CRM customer management, intelligent investment consulting, risk control, sales management, order management, membership system and other applications. Solve the common problems faced by financial enterprises, such as financial product innovation, service level improvement, and expansion of user recruitment

we are undoubtedly a great benefit and even a major booster. We are committed to high-quality service and provide customers with 7*24-hour technical service support. So far, it has created personalized solutions for more than 500 well-known financial enterprises such as capital securities investment adviser and lion king gold, helping them improve their work efficiency by more than 50% and bring at least 32% of annual performance increase

featured functions

[risk control]

full process control of sales process, user real name authentication, effectively ensuring transaction security; The call recording shall be kept for 5 years and the chat recording shall be left with traces for business supervision or dispute handling. The intelligent quality inspection shall efficiently review and analyze the recording and dialogue

[intelligent quality inspection]

based on voice analysis technology, a text index is established to convert unstructured voice files into data to be inspected (the text format status is very complex). The data to be inspected in the quality inspection engine is verified by the rules preset by the quality inspectors to generate quality inspection results and generate effect statistics

[intelligent investment adviser]

control the sales process throughout the process, and verify the user's real name to effectively ensure transaction security; The call recording shall be kept for 5 years and the chat recording shall be left with traces for business supervision or dispute handling. The intelligent quality inspection shall efficiently review and analyze the recording and dialogue

[member system]

investment advisers can monitor member login and activity in real time, manage members by groups and categories, record operating habits, track user behavior, etc., so as to provide more accurate and targeted one-to-one high-end services to members

[social investment adviser]

live broadcast of pictures and texts, live video, and messages (IM) enable users to communicate with analysts, users and users, intuitively learn transaction knowledge, etc., have interesting points, learn skills, talk about wealth management, and open up the communication channel between quantitative investment advisers and institutional and individual customers

[function expansion]

smartoffice platform has strong expandability and open interface, and can be connected to smartcall call call center system or enterprise owned call center. Quickly and efficiently establish your call center open architecture, comprehensively integrate various processes in the call center, and meet the multi-functional needs of enterprises

[new media access]

smartoffice can easily access the smartchat marketing system, get through the enterprise CRM system and dual platforms, connect with the new way of new media marketing, create an enterprise new media management platform, and provide a one-stop convenient management scheme for enterprises

scheme advantages

[industry advantages]

focus on CRM customer system development and research, go deep into the industry to create leading CRM professional solutions, and rich product functions and perfect scheme design are more suitable for financial business needs

[technical advantages]

more than 10 years of R & D experience in processing, distribution and delivery. The professional technical team has independently developed and won the CTI financial industry solution award. The powerful user-defined function makes it easier to implement and more professional

[service advantages]

professional consulting, implementation, training and delivery team, free installation, docking and door-to-door training services, localization services in Beijing, Shanghai and Xi'an, and 7*24-hour worry free services. SmartOffice financial investment advisor

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