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财智滙是服务理财师的一站式管理工具。可实现金融产品在线预约销售、高效的客户管理、工作要点实时记录等功能。可全面提升理财经理的业绩和工作效率。

财智滙

by Shanghai JuDeng Investment Consulting Co., Ltd.

What is it about?

财智滙是服务理财师的一站式管理工具。可实现金融产品在线预约销售、高效的客户管理、工作要点实时记录等功能。可全面提升理财经理的业绩和工作效率。

App Details

Version
1.4.1
Rating
NA
Size
26Mb
Genre
商务 工具
Last updated
March 12, 2019
Release date
November 13, 2018
More info

App Screenshots

App Store Description

财智滙是服务理财师的一站式管理工具。可实现金融产品在线预约销售、高效的客户管理、工作要点实时记录等功能。可全面提升理财经理的业绩和工作效率。

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