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富勤财富顾问端,一款专为富勤理财顾问打造的具有服务客户、业务管理功能的APP,实现移动场景下,理财顾问展业、获客、投前预约与投后业务管理的一体化操作平台。同时,富勤财富顾问端汇聚了市场上众多相关金融资讯,可满足客户多方面需求。

富勤财富-理财师服务平台

by Fortunes Capital Management(Beijing)Co.,Ltd.

What is it about?

富勤财富顾问端,一款专为富勤理财顾问打造的具有服务客户、业务管理功能的APP,实现移动场景下,理财顾问展业、获客、投前预约与投后业务管理的一体化操作平台。同时,富勤财富顾问端汇聚了市场上众多相关金融资讯,可满足客户多方面需求。

App Details

Version
2.4.4
Rating
NA
Size
30Mb
Genre
工具程式 生產力工具
Last updated
April 19, 2019
Release date
October 23, 2017
More info

App Store Description

富勤财富顾问端,一款专为富勤理财顾问打造的具有服务客户、业务管理功能的APP,实现移动场景下,理财顾问展业、获客、投前预约与投后业务管理的一体化操作平台。同时,富勤财富顾问端汇聚了市场上众多相关金融资讯,可满足客户多方面需求。

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