Product Service and Solutions
Financial investment services can be both technological and retaining existing temperatures. Instant research provides the best service tools for financial institution representatives, providing investment consulting through automated systems; retaining eyes and hands, allowing customers to enjoy the most respected VIP investment services.
“Instant Wealth Management Trust Consultant System” considers multiple factors such as customer risk tolerance, customer preferences, financial institution preferences, etc., performs AI calculations and comparisons, and proposes the best portfolio recommendation for VIP customers. At the same time, there are AI The robot provides relevant data on the recommended portfolio, portfolio prediction and historical backtesting of the relevant portfolio as a key element of the business representative’s recommendation. Under the conditions of the serial connection, it is also possible to provide one-stop investment and wealth management services, so that customers can place orders directly after completing the recommended investment, complete all processes, and be convenient and efficient!