Accurately find credit customers and establish good relationships

Turn on your financial automated marketing

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Collect visitor information

Collect information of customers visited on the website, and then provide corresponding services, such as wealth management services or investment planning, etc.


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Analyze big data and play the right business opportunity card

Taiwan’s financial industry has more than 10 million customers. From the perspective of the number of customers, its market share is about 8%. If you use financial automation, you will have considerable results.

  • Save time and cost

  • Focus on customers
  • Customized content

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    Reduce miscommunication

    Communicate consistency and reduce communication negligence. After finding new potential customers through marketing activities, they can be transferred to the sales department for follow-up at the first time. The process is transparent and clear.


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    Customer Focus allows you to send effective messages

    Use automated software to classify customers' interests, create topic tags, and send users' required knowledge, which helps to enhance the professionalism of the enterprise.


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    One-to-one care

    Use automated software to set the sequence, and regularly care about customers' financial planning and retirement plans from a professional standpoint.


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Use chatbots to gather intelligence

Have 24 hours of uninterrupted customer service

Plan a robot response system for you so that your customers can find answers to their questions at any time, such as: the latest investment information, what kind of gold knowledge they are interested in, etc.

Online customer service

We can plan an instant customer service for you. When the industry data is not enough to use robot customer service, you can respond with a real customer service.

Robots and online customer service

You can use both together, and assign robot answers as common content and online customer service as special project answers.

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From potential customers to friends

To keep you in touch with visitors, and when you need investment management advice, you can provide them with ideas.

  • List collection

  • Induce and attract

  • Sincere invitation

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    Induce potential customers to leave an information list

    Create a bounce message and find the pain points of customers together, let them pay attention to leave information, so that you can do marketing again.


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    Free consultation for new visitors

    Some incentives will make potential customers leave information. At this time, you can provide free consulting services to let them be attracted to you. Think about what your customer group needs? Give a little help


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    Invite events or investment and risk knowledge through letters

    You can use investment technical knowledge to create a professional image, so that customers feel trust and professionalism in you, and can strengthen their confidence in the company


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Adjust according to your website

For your website, we will first understand whether your website meets the user interface, so that your users will not get lost on your network.


Link to the hotjar page for instructions? »

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List collection for customers in need

Send letters to different audiences to inform investment information, explore the needs of potential customers, and cultivate customer financial management concepts.


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How we use tools

Use automated marketing tools, follow your work process, and then improve and streamline the process, make good use of tools to bring you closer to your customers, and promote one-to-many customers, reduce your working time, and transform from passive concern For active concern.

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Push messages to customers at any time

Focusing on different customers, delivering correct information and products to users, and regularly providing financial investment education information or useful investment financial reports and business plans, can become a trusted expert for existing and potential customers.


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Appointment management automation system

Rely on appointments to provide corporate services, avoid time conflicts between multiple customers, grasp time and establish high-quality services for customers.


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Analysis and improvement

Using automated processes to test, track and analyze each ad, you can adjust different campaigns as needed, making it easier to determine how to improve the effectiveness of the campaign. In addition, customer data can be analyzed and used to find new leads and opportunities.


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We are ready to execute the project plan for you!

Quickly reduce time costs and administrative tasks!

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