For soon-to-mature investment products, AI outbound calls remind customers, providing information on renewal or alternative investment options to help them make informed decisions.
Product and Service Promotion
Based on customers' transaction history and preferences, AI outbound calls recommend relevant products or services to enhance engagement and drive new business growth.
Public Domain Customer Acquisition
Ad Placement
Automatically generate and test multiple versions of ad creatives (e.g., images, videos, text), then optimize based on performance to deliver the most appealing content to the target audience.
Compliance Management
Given the unique nature of the futures and securities industry, AI ensures all advertising content complies with legal and regulatory requirements. Automated review processes identify and correct potential compliance risks.
Private Domain Operations
VIP Customer Service
Provide high-value clients with exclusive services, including one-on-one investment advisor consultations, regular investment reports, and notifications of exclusive investment opportunities.
Customer Interaction
Use chatbots or virtual assistants to instantly address customer inquiries about account management and product details, while offering financial education to support smarter investment decisions.
