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浦领财富客户管理系统APP,是为浦领财富内部员工及领导层量身定制的内部app。

浦领财富

by 浦领财务咨询(上海)有限公司

What is it about?

浦领财富客户管理系统APP,是为浦领财富内部员工及领导层量身定制的内部app。

App Details

Version
1.20.0
Rating
NA
Size
154Mb
Genre
工具程式 生產力
Last updated
October 17, 2023
Release date
April 30, 2019
More info

App Store Description

浦领财富客户管理系统APP,是为浦领财富内部员工及领导层量身定制的内部app。
理财师app以业务为导向,根据用户实际需求而研发的企业移动办公软件,本软件旨在提高理财师日常展业效率,帮助理财师及时了解公司产品动态、精细化客户管理、处理办公流程、进行自我管理。
领导管理驾驶舱旨在将枯燥的数字分层分类地以图表形式展示,使管理层能够更深刻、更精准、更高效地发现运营成果、痛点、难点,以提高管理效率。

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