The reporter learned today that Financial One Account has recently successfully signed a contract for the asset allocation system project of Guangzhou Rural Commercial Bank. It is understood that Financial One Account will assist Guangzhou Rural Commercial Bank in promoting the digital transformation of its wealth management business, providing professional, scenario based, and personalized precise services to wealth customers throughout the bank, promoting the professional wealth management service process, and enhancing the bank's wealth management service level and innovation capabilities.
It is reported that in this cooperation, Financial One Account will build a professional asset allocation system for Guangzhou Rural Commercial Bank, provide personalized and accurate services, and enhance wealth planning capabilities. The system will build a "three core" asset allocation system with customers, products, and services as the core, integrate product databases, connect downstream channels through tag attributes, and complete the entire journey of accompanying management before, during, and after sales.
At the same time, Financial One Account will provide comprehensive digital transformation support for Guangzhou Rural Commercial Bank, enhance its wealth management service level, and through the full operation of the "financial+non-financial" ecosystem, connect the entire process of asset allocation, position diagnosis, wealth proposal, customer investment and after-sales, enhance the collaboration between the headquarters and branches, optimize user experience, enhance customer loyalty, and achieve an overall increase in AUM scale.