I. Homepage Overview Module
Customer Operation Status
Centrally displays the number of managed customers, total AUM and its changes, segmented customer distribution, and AUM trends. It statistically analyzes product sales by category and presents core indicators including business opportunity processing rate.
Daily Work Tasks
Automatically pushes various tasks such as customer birthdays and product maturity reminders. Tasks can be filtered by customer AUM level, support task processing and feedback, and provide detailed information and operation suggestions for partial tasks.
II. Business Opportunity Management Module
Business Opportunity Overview
Displays customer level warnings by interval, monitors large-value transaction details, presents work tasks in calendar view, and supports quick processing.
Business Opportunity Discovery
Captures multi-period and multi-type business opportunity leads, displays customer information and opportunity basis, and supports one-click contact for marketing activities.
Custom Contact Plan
Supports creation of various contact plans and entry of relevant information to realize standardized schedule management.
Current Key Products
Displays hot-selling and upcoming products by category with core information; supports detail viewing and reservation.
III. Customer Management Module
Address Book Management
Supports multi-condition customer filtering, customer grouping and follow functions, and allows customized grouping management for key customers.
Omni-dimensional Customer View
Covers wealth overview, asset review, corporate profile, customer tags and interview records. It integrates all types of customer information, supports tag maintenance and interview trace recording.
IV. Product Inquiry & Management Module
Product Inquiry
Displays various products and supports category filtering. Core information is presented on product cards and detail pages to support precise marketing.
Product Management
Supports multi-condition filtering of product lists, provides product addition function. Products are stored in the system after parameter entry and approval submission.
V. Digital Report Module
VI. System Management Module
Standard Code Management
Administrators maintain various standard codes with functions of addition, deletion, modification and inquiry to ensure data standardization.
Resource Management
Maintains menu and function resources, configures relevant parameters, and supports function addition and permission control.
Login Statistics
Queries platform usage from multiple dimensions and displays login trends in charts.
Information Release
Administrators publish various notices and information with classification and retrieval functions for viewing by all bank users.
