Product Service and Solutions
Driven by the shifting trend of the investment community, instant research provides “instant intelligent wealth management robots” to financial institutions, allowing financial institutions to have an investment community with automated AI tools and services.
“Instant Intelligent Money Management Robot” mainly assists financial institutions to propose their own branded intelligent financial management robots, providing end-users with a concept of personal investment planning, and “instant intelligent financial management robots” can be used with financial institutions’ customer relationship management database. In the series connection, the system automatically checks the customer’s KYC data and automatically brings it into the calculation. After the designed smart questionnaire is completed, the investment portfolio suitable for the customer’s risk and investment orientation is recommended. Orders can be placed on a regular basis or a single amount of investment according to demand. Let the investment become a simple thing that can be done between the fingers!