I. Full Lifecycle Customer Management — Breaking Fragmentation
Provides rule-based segmentation and automated workflows to ensure end-to-end control from potential to formal customers.
1. Refined Potential Customer Operations
o Defines customer sources (external channels, manual import, institutional associations). Matches regions automatically based on mobile number ownership; supports step-by-step or direct allocation to avoid idle resources.
o Registered customers follow a “Protection Period + Conversion Rules”: customers not contacted within 7 days are automatically reclaimed; existing customers are converted via ID or customer number matching, reducing manual verification costs.
2. Precise Formal Customer Service
o Enables multi-dimensional search (customer ID, name, assets, etc.) and advanced filters (age, risk rating, etc.) combined with customer grouping for tiered operations.
o Real-time updates on customer assets and transactions. The “Average Daily Assets & Asset Trend” module visualizes changes, assisting managers in identifying optimal service timing.
II. End-to-End Marketing Campaign Management — Improving Execution Efficiency
Digitizes the entire cycle of “Planning – Review – Execution – Evaluation” to solve inefficiency in marketing.
1. Standardized Campaign Lifecycle Control
o Campaign creation supports customer targeting via tags or manual import, with configurable timelines, distribution methods, and evaluation metrics. Same-level review ensures compliance, while campaigns close automatically upon expiry.
o Task status flows in real time. Supports multi-channel customer outreach, execution result tracking, and audit-ready logs for traceability.
2. Dynamic Effectiveness Evaluation
o Campaign indicators (e.g., conversion numbers, incremental assets) are updated daily. Multi-dimensional report analysis compares input-output ratios, providing decision support for subsequent marketing.
III. 360° Customer Panorama — Enabling Personalized Service
Integrates full-dimensional data into a unified customer view, addressing fragmented service perspectives.
1. Data Integration & Access Control
o Consolidates customer profile, assets, transactions, and service history (with T+1 timeliness). Tab-level permission control ensures data security; private notes are visible only to the creator.
2. Service Efficiency Enhancement
o Supports customer tagging and service notes. Combined with a “Wealth Calendar” (IPO subscriptions, dividend reminders, etc.), enables personalized touchpoints and proactive service.
IV. Fine-Grained Employee & Permission Management — Reducing Compliance Risks
Implements role-based, hierarchical permission design to eliminate management disorder.
1. Role & Permission Binding
o Allows custom roles (e.g., Relationship Manager, General Manager), with permissions down to menus and buttons, ensuring “authority while in role, revocation upon exit.”
o Hierarchical visibility: team leaders and managers can view aggregated data by level for centralized oversight.
2. Behavior Regulation & Traceability
o Automatically records employee service actions (calls, SMS, etc.), with end-of-day synchronization to the customer center. Ensures traceable activity logs to meet compliance and audit requirements.
