Beta理财师-理财师智能营销助‪手‬ 8.6.226



Publisher Description



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"

Apr 7, 2024
Version 8.6.226
[Follow Me] Follow me in the video, with a one click replacement cover.
[Optimize] operational configuration to achieve rapid workbench setup.
[Fix] Compatibility and optimization of known issues.

About Beta理财师-理财师智能营销助‪手‬

Beta理财师-理财师智能营销助‪手‬ is a free app for iOS published in the Accounting & Finance list of apps, part of Business.

The company that develops Beta理财师-理财师智能营销助‪手‬ is Beta Information Technology. The latest version released by its developer is 8.6.226.

To install Beta理财师-理财师智能营销助‪手‬ on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2024-04-07 and was downloaded 1 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Beta理财师-理财师智能营销助‪手‬ as malware if the download link is broken.

How to install Beta理财师-理财师智能营销助‪手‬ on your iOS device:

  • Click on the Continue To App button on our website. This will redirect you to the App Store.
  • Once the Beta理财师-理财师智能营销助‪手‬ is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
  • If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
  • After Beta理财师-理财师智能营销助‪手‬ is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
  • Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.



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Users Rating:  
  0.0/5     0
Downloads: 1
Updated At: 2024-04-22
Publisher: Beta Information Technology
Operating System: Ios
License Type: Free