The Securities Retail CRM provides an “efficient, secure, and compliant” customer and marketing management solution tailored to the needs of securities retail institutions. By addressing key business pain points, establishing a full-process functional framework, and leveraging differentiated advantages, it empowers institutions to achieve scalable growth and refined operations.

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Key Pain Points Addressed

Product Features

Product Advantages

Why Choose Us

Key Pain Points Addressed

Fragmented customer lifecycle management

Low efficiency in marketing campaign execution

Lack of a holistic customer service view

Unstandardized permission and employee management

Product Features

Feature Details

Customer Lifecycle Management Module — Solving Fragmentation

End-to-End Marketing Campaign Management Module — Boosting Execution Efficiency

360° Customer Panorama — Enabling Personalized Service

Fine-Grained Employee and Permission Management — Mitigating Compliance Risks

Product Advantages

Process Automation: Reduces manual workload and improves operational efficiency.

Data Integration: Supports data-driven precision decision-making.

Granular Access Control: Safeguards sensitive data and strengthens compliance.

High Business Adaptability: Flexibly supports diverse retail securities scenarios.

Why Choose Us

The Securities Retail CRM is purpose-built for the unique characteristics of the securities industry, creating an irreplaceable competitive edge through compliance, compatibility, and full-lifecycle business support.

Deep alignment with securities retail business scenarios

Strong system compatibility and smooth migration capability

End-to-end lifecycle service support

Financial-grade data security protection

Comprehensive fintech service ecosystem

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This solution delivers end-to-end management of the investment lifecycle, including strategy formulation, portfolio management, market liquidity analysis, price inquiries, trade preparation, execution, clearing and settlement, valuation, accounting, and reporting.

Institutional CRM for Securities

The Securities Customer Center System, leveraging the core capabilities of “Unified Identification, Centralized Control, and Real-Time Collaboration,” directly targets customer information management challenges in securities institutions. It provides a secure, efficient, and compliant customer information infrastructure that supports the industry’s transition to a customer-centric digital model.

Securities Industry Retail CRM

Securities Industry ECIF

The Securities Industry ECIF system is built with the goal of “centralized registration, unified identification, and real-time sharing.” It establishes a mechanism where customer core information is centrally registered, identity data is uniquely verified, and key data is shared in real time. The system provides consistent, authoritative customer data to all application systems, eliminating risks of duplicate accounts or inconsistent information across systems. By creating a unified customer information view, the ECIF supports group-wide data usage and management, enhances customer data value, and strengthens data and system foundations—helping financial institutions transition fully to a customer-centric operating model.