Securities firms research sales service solutions
Brokerage Platform Overview
Business Background
The seamless integration of financial technology with business requirements, underpinned by a digital and intelligent development approach, refines the full investment research service chain. Comprehensive planning and development of various functional lines within the investment research platform offer flexible and intuitive online work modes for business personnel. Additionally, it establishes a data foundation and service levers for investment research client service management, laying a solid foundation for institutional clients to access customized and multi-faceted research services.
The platform emphasizes the creation of distinct modules such as "Digital Meetings, Digital Roadshows, Digital Research Surveys, Digital Management, and Digital Bus," aimed at eliminating the complex offline communication process previously required by investment research salespeople and researchers in arranging meetings and roadshows. This transition facilitates a flexible and intuitive online work mode for business personnel while establishing a data foundation and service levers for investment research client service management, ultimately enabling institutional clients to benefit from customized and comprehensive research services.
Platform Advantages
- Multi-Terminal Service: Supports various terminals including desktop, mini-program, H5, and official account access.
- Multi-Perspective Design: Distinguishes between different roles, ensuring both data isolation and consistency among them.
- One-End Maintenance, Multi-End Usage: After basic customer data is maintained in the Institutional CRM system, other systems utilize this data as a foundation for conducting business.
- Broad Business Scope: Integrates one-stop services such as institutional client/contact management, subscription management, activity (roadshow/research survey/media interview) management, meeting (teleconference/digital meeting) management, workflow engine management, service statistics management, and authorization/authentication centers.
- Customizable Secondary Development: Utilizes the company's self-developed basic development platform, based on open-source technologies and adopting a mainstream microservices distributed architecture with component-based management. This ensures high scalability and flexibility to meet various personalized expansion needs, facilitating secondary development.
