like marketing. It is relatively

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Such customers generally hope to have a "god" to lead the way and buy by themselves; or they can save trouble by entrusting everything to an investment consultant. Three product design plans. Professional fund selection tools. There are many fund selection tools on the market. There are mainly two forms that provide various indicators for customers to screen independently. This form is difficult to get started. Customers need to understand and choose the indicator combination by themselves. Customers need to have a certain professional foundation. Directly provide a platform to screen good funds and inform customers about the scientific screening process.



This form has low user participation and is more israel phone number example Investment consultants generally build targeted and scientific fund screening systems for different types of funds to screen their own fund candidate pools and continue to track and analyze the funds in the pool. If this process can be fully or partially productized, customers can experience the entire screening process in depth and select the desired funds according to the guidance to screen different types of funds according to different screening indicators. This is easier to use than asking customers to match the screening indicator combination themselves, and it is more recognizable than directly providing a group of preferred funds and telling them that the screening process is very scientific.



This experience is also an investment education process to help customers recognize the characteristics of different funds and the indicators that should be paid attention to.At the same time, it can also highlight what types of funds each investment advisor is good at analyzing. Some are good at fixed income funds, some are good at theme hot funds, and some are good at index fund screening, etc., forming a certain differentiated service. . Scientific investment strategy consulting service The fund sales platform has mastered a large amount of customer trading behavior and position data.