• Pre-sales Consultant
  • 400-6240-800

Solution Background

In recent years, along with fast development of the China’s capital market, a majority of China’s insurance and securities companies have completed their phase II informatization construction task centering on centralized trading system. In face of increasingly intense online and industrial competitions, insurance and securities companies are transforming from a product-oriented operation philosophy to a client-centered one. Under such circumstances, in order to maintain a leading position, it is vital for financial institutes to develop differentiated products, run in-depth analysis on factors including customers’ visit motive, behavior history, real demand, interest for products, and trading intention etc., so that they can provide refined and individualized products and services to meet diversified financial requirements of customers. 

Solution overview

Application Scenario

Solution advantages

By performing data analysis on dimensions including equipment, webpage, route, effect, product, customer group and channel, the solution could process, compute and monitor operation process indicators such as application process conversion rate, transaction process conversion rate, event page conversion rate, process page churn rate and advertisement click effects. The solution could also keep track of the operation situation and issues of website/APP service, and propose targeted optimization plans accordingly.   

The solution could capture the latest financial information, and conduct real time analysis on market positioning, word of mouth, sentiment trends, competitor product information, stock market development, and dynamics of the legal person in key enterprises. In addition, the solution could also monitor online public opinion in real time, and secure market opportunities for insurance and securities companies in a timely manner. 

By applying the user portrait tag system, the solution enables insurance and securities companies to fully understand the characteristics and demands of existing and potential customers. While by the application of different marketing models, and with the help of big data, insurance companies and securities trader could support different business scenarios such as existing customer marketing, cross selling, precision marketing, as well as intelligently manage and explore into the value of existing customers while efficiently expand potential new customers.

Solution advantages

Improving Operation Efficiency

By performing data analysis on dimensions including equipment, webpage, route, effect, product, customer group and channel, the solution could process, compute and monitor operation process indicators such as application process conversion rate, transaction process conversion rate, event page conversion rate, process page churn rate and advertisement click effects. The solution could also keep track of the operation situation and issues of website/APP service, and propose targeted optimization plans accordingly.   

Public Opinion Insights Analysis

The solution could capture the latest financial information, and conduct real time analysis on market positioning, word of mouth, sentiment trends, competitor product information, stock market development, and dynamics of the legal person in key enterprises. In addition, the solution could also monitor online public opinion in real time, and secure market opportunities for insurance and securities companies in a timely manner. 

Intelligent Marketing

By applying the user portrait tag system, the solution enables insurance and securities companies to fully understand the characteristics and demands of existing and potential customers. While by the application of different marketing models, and with the help of big data, insurance companies and securities trader could support different business scenarios such as existing customer marketing, cross selling, precision marketing, as well as intelligently manage and explore into the value of existing customers while efficiently expand potential new customers.

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