Wealth Broker's internet brokerage application underwent a major upgrade in the third quarter of this year, with its AI capabilities standing out.
As the securities market matures and investor demands grow, supported by technologies such as big data and cloud computing, brokerage apps are constantly improving their intelligent and diverse online services. This development is changing the ecosystem and design of mobile securities, gradually becoming the main means for investors to obtain financial information.
In this wave, Wealth Broker actively leverages its strong research and development capabilities and combines Internet technology with financial technology to truly focus on users' needs and protect and increase the value of users' assets.
Review of Wealth Broker’s AI Features
In the new app version released in the third quarter of this year, Wealth Broker introduced AI news analysis, AI customer service, AI investment advice, AI secretary and IPO research report assistant, thereby innovating and improving the technology in several ways User experience achieved.
1. AI news analysis
Wealth Broker leverages the latest data analytics and machine learning technologies to provide its clients with market trend forecasting, investment portfolio optimization and risk assessment services. Users can receive real-time market news on the Square page of the app, helping investors extract valuable information from rich market data, reducing information differences and improving investment efficiency.
2. AI customer service
A user-centered service philosophy is the key to market and customer acquisition for Internet brokers. At Desouls Square, Wealth Broker launched AI customer service “Zhaocai”, Wealth Broker's mascot and customer service assistant, providing 24/7 service. Regardless of when and where users initiate a consultation, they can receive a response quickly, increasing customer satisfaction and trust through immediacy.
3. AI investment advice
After gathering information such as the client's risk preferences and trading habits, Wealth Broker's AI investment advisory function provides the optimal asset allocation portfolio through a series of calculations and model simulations. This includes providing advice on savings, investments, budgeting and financial planning, answering questions about financial markets, investment tools and economic trends, recommending investment and wealth management books, and helping investors clarify financial goals and provide strategies to achieve them Goals Investment advice more individual and investor-oriented.
4. AI Secretary
In addition to displaying basic information about publicly traded companies that users want to know – including financial reports, business updates and market dynamics – and automatically answering common questions, the AI Secretary can also act as an intelligent assistant in the daily work of investor relations staff B. preparing meeting minutes, gathering market information, writing press releases, and assisting investor relations staff in developing more effective communications strategies.
5. IPO Research Report Assistant
For investors, thorough reading and analysis of research reports is crucial. The large number of research reports, slow manual reading efficiency, and lack of highlighted key information are a problem for many investors. Wealth Broker's IPO Research Report Wizard allows users to ask questions in natural language to analyze and summarize research reports, saving them the work of going through each report individually. It extracts relevant data from the reports in response to specific user questions, helping users quickly capture important information from the reports and improve efficiency.
It is reported that Wealth Broker recently launched a million-dollar lottery event that will run until the end of this year.
About wealth brokers
Wealth Broker is a leading digital one-stop investment and wealth management platform headquartered in Singapore and holds brokerage financial qualifications issued by Australia's ASIC and New Zealand's FSPR. Through its homegrown brokerage platform, the company aims to offer global retail investors a full range of cross-border wealth and asset management products, including equities, bonds, funds and structured products. Cooperative institutional customers include various financial sectors such as commercial banks, securities firms, family offices, asset management companies and fund management companies.
Wealth Broker utilizes Internet innovation technology and financial engineering, relying on its strong research and development capabilities and technological innovation to live up to the concept of “Simple and Safe”. It can complete account opening, funding and trading of Hong Kong and US stocks within 10 minutes, ensuring the safety of customer assets and helping global end users maintain and increase the value of their assets.
CONTACT:
Official website: www.wbroker.com
E-mail: [email protected]
