《銀行投資顧問》是一款IOS平台的套用。
基本介紹
- 軟體名稱：銀行投資顧問
- 軟體平台：IOS
- 軟體大小：5.06MB
套用介紹,支持版本,
套用介紹
銀行投資顧問，是全球領先的零售銀行渠道的信息來源。銀行投資顧問的全面套件產品 - 雜誌，網站，電子通訊的iPad，iPhone，手機版，網路研討會，研究和出版定製 - 提供的銷售和行銷策略，銀行高管和顧問，以產生更多的資產，並更好地服務於他們的客戶端。 新銀行投資顧問APP功能： - 專家建議，幫助顧問建立自己的業務 - 顧問保持最新的信息和分析關鍵信息 - 銀行投資顧問的現在和過去的問題 - 流媒體視頻 - 檢索存檔 - 故事剪輯並保存的能力 - 輕鬆的e-mail內容的能力給同事 - 通過Facebook和Twitter分享內容的能力 銀行投資顧問涵蓋銀行經紀顧問，包括最重要的科目; 專題文章和深入分析的行業，合規性和監管的變化和最佳實踐，為零售銀行經紀顧問的狀態。領域的財富管理，業務建設戰略，資產管理，客戶面臨的挑戰，吸引新客戶的想法，客戶保留，客戶轉介，稅務策劃，投資產品，投資理念，生產力，高淨值的最新趨勢和專家的意見值得客戶和補償。Bank Investment Consultant is the leading information source for the retail banking channel. Bank Investment Consultant’s comprehensive suite of products – magazine, website, e-newsletters, iPad, iPhone, mobile edition, web seminars, research and custom publishing - provides the sales and marketing strategies bank executives and advisors need to generate more assets and better serve their clients. The NEW Bank Investment Consultant APP features: - Expert advice to help advisors build their business - Information and analysis to keep advisors up-to-date on critical information - Current and past issues of Bank Investment Consultant - Streaming video - Searchable archive - The ability to clip and save stories - The ability to easily e-mail content to colleagues - The ability to share content through Facebook and Twitter Bank Investment Consultant covers the subjects that matter most to bank brokerage advisors including; Feature articles and in-depth analysis of the state of the industry, compliance and regulatory changes and best practices for retail bank brokerage advisors. The latest trends and expert advice in the areas of wealth management, business building strategies, asset management, client-facing challenges, ideas for attracting new clients, client retention, client referrals, tax planning, investment products, investment ideas, productivity, high net worth clients and compensation.
支持版本
iOS4.0及以上
