Recently, it was reported that Financial One Account has signed a contract for the asset allocation system project of Guangzhou Rural Commercial Bank. It is reported that Financial One Account will assist Guangzhou Rural Commercial Bank in promoting the digital transformation of its wealth management business.
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. It is understood that with its technological accumulation in artificial intelligence, big data, blockchain, and other fields, Financial One Account has improved the wealth management service level of Guangzhou Rural Commercial Bank. Through the full operation of the "financial+non-financial" ecosystem, it has connected the entire process of asset allocation, position diagnosis, wealth proposal, customer education, and after-sales, improved the collaboration between the headquarters and branches, optimized the user experience, enhanced customer loyalty, and achieved an overall increase in AUM scale.