Securities CRM and marketing system

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

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

Add, modify and delete existing customer service manager roles.

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

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

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

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

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

Multiple advertisement display formats, with support for targeted advertising and user outreach based on specific user groups.

Unified management and configuration center for various types of advertisements. Allow inclusion of diverse advertisement types on each page.

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

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

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

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.

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

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

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

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

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

Rapidly create landing pages for campaigns.

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

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