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平台介绍:
i理财师
by Fanhua Puyi Fund Sales Co., Ltd.
What is it about?
平台介绍:
App Screenshots
App Store Description
平台介绍:
普益财富(普益集团 PUYI INC.)是一个专注为中国新兴中产和大众富裕阶层服务的财富管理品牌。2019年3月29日,普益集团(PUYI INC.)正式在美国纳斯达克挂牌上市。
自成立以来,普益财富潜心研究专业化的理财师成长体系,首次推出i理财师——普益财富旗下理财师服务客户的工具平台,为理财师提供准确、及时、前瞻的决策支持,成为理财师的移动获客助手。
【全系统客户支持】
通过客户管理、消息通知等方式全程跟踪客户数据
【一站式成长工具】
通过资料库、普益学院、商学院等打造全方位学习系统
【智能化拓客工具】
通过普益早报、分享助手、营销线索等构建智能营销系统
联系我们:
全国服务热线 400-080-3388
客服时间:周一至周五 9:00-20:00 周六日及节假日 9:00-16:30
公司地址:广州市天河区珠江西路15号珠江城42楼普益财富
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.