Finsmart

Key Features

Customizable welcome gifts

Customizable campaign management

Target clients based on IP and account status

One stop marketing solution for website, app banners, help centre

Customizable marketing messages – PUSH Notifications and EDMs

Core Functions

Provides Support To The Sales Team To Enhance Conversion Rates.

Work order task

Tag customers accordingly to a specific manager, the system will automatically form a work order task and assign to the manager.

Department Management

Account managers can be managed and authorized according to the current organization structure.

Customer Service Manager Management

Add, modify and delete existing customer service manager roles.

Customer Assignment Rules

Customer service managers can be assigned to customers according to the assignment rules.

Customer information display

Present customer-specific information comprehensively, with support for access control. You can only view customer data associated with your name or the names of your subordinates.

Connect Channel Enablement Partners

Channel Management

Create and maintain channels, including channel customer expense management, channel settlement, channel information configuration, etc.

Channel Settlement Mode

Supports standardized settlement mode templates, as well as custom settlement templates

External Channelaccess Platform (web)

Comprehensive data display, leads generation query, settlement amount query.

External Channel Access Platform (mobile)

WeChat mini-program form facilitates quicker and more convenient operations.

Smart Path Triggering For Accurate Marketing

Rewards Type

There are more than ten types of rewards type which includes: Stock vouchers, cash vouchers, market data vouchers, commission rebate, gift pack, IPO subscription fee voucher, etc.

Vouchers Usage Conditions

Vouchers can be used by setting conditions, stipulating that users can only activate vouchers by completing specified tasks within a specified timeframe.

Vouchers Issuance

Rewards in the system are currently packaged as vouchers and distributed to user accounts through various activities.

Voucher Configuration

Create, edit, review and launch various types of vouchers.

Full-process Activity Management

Welcome Gift

Upon a new user registration, the user will be entitled to receive vouchers/rewards when he completes specific asks such as registration, account opening, fund deposit, and transfer.

Welcome Gift Configuration

Various rewards can be set up based on the user behavior and transaction amounts.

Referral Program Configuration

Various rewards can be set up based on the user behavior and transaction amounts.

Activity Management

Create, edit, review and launch various types of activities. Can support up to 15 types of activities.

Developed For Complex Enterprise Data Scenerios

User Group Enabling

Through the user grouping function, functions such as targeted advertisements, targeted messages, and targeted vouchers can be assigned to designated user groups.

H5 Page Management

Rapidly create landing pages for campaigns.

H5 Page Template Configuration

Page templates can be customized to suit business requirements, such as IPO-related templates, fund-related templates, image-related activity templates, etc

H5 Page Generator Configuration

After template configuration, you can configure the landing page of the corresponding activities in each period.

Create User Groups

It enables comprehensive analysis of existing users from various perspectives, and facilitates targeted marketing through advertising, push notifications, email campaigns and personalized vouchers offers.

CRM and Marketing