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Robin Islam
Apr 12, 2022
In Welcome to the Forum
More and more people are beginning to pay attention to health management, especially the high net worth people pay more attention to health. Therefore, the whole life cycle wealth management service must be indispensable for the health management service. (3) Single service model and product, sales driven What's the problem with this? If it is sales-driven, then the sales staff will focus on products with high commissions, thereby ignoring product risks and the actual preferences of customers, resulting in the phenomenon that bad money drives out good money. Sales driven, then there will be a shortage of professionals, which in turn will lead to lower customer loyalty and satisfaction. 2. Insurance companies that focus on health services and high-end wealth management are most likely to emerge why? Insurance companies hold a wealth of resources for health services. As mentioned earlier, wealth management will pay more and more attention to health management in the future. Only when insurance companies have the data of the whole life cycle of customers can they be driven by data and empowered by technology. Then comes two questions? With a large amount of data, how to integrate and use it? How to create competitive technology products? 3. How to use technology to empower new wealth management Just like the time Phone Number List machine theory put forward by Sun Zhengyi: Let us seek answers from the more developed US market in finance and technology. Build China's TAMP (Comprehensive Technology Asset Management Platform) TAMP is a professional one-stop service platform for financial planners. In 2019, the asset management scale of TAMP in the United States was 5.45 trillion US dollars, and it is still growing at a compound annual growth rate of 20.6%. TAMP can provide systematic support for all aspects of financial planners' development, so as to improve efficiency and reduce costs. How is it done? (1) TAMP can provide investment advisors with a variety of financial products. (2) The most important thing is to use technology to empower, to create a strong middle and back office systems, such as portfolio construction and management, investment performance reporting.
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Robin Islam
Apr 10, 2022
In Welcome to the Forum
As a result, many people only see the slot of micro-business, but do not see its value. However, micro-businesses meet so many needs and indeed provide real value, and the advantages outweigh the disadvantages. (1) trillion-dollar consumer market The scale of the micro-business industry is about 700 billion in 2018, and it is estimated to be close to one trillion in 2019. With such a large-scale market, its value to society is beyond doubt. (2) Solving the employment problem of tens of millions of people Although it may seem a bit exaggerated, these full-time mothers are actually unemployed people. Micro-business allows them to earn income and invest time and energy into micro-business. Broadly speaking, they are actually already employed. (3) Conducive to social stability and family harmony The full-time mother has no income and asks her husband for money every day. Under the poor living conditions, he was busy every day, and family conflicts occurred frequently. The radius of life is getting smaller and smaller, socialization is less and less, and life is more isolated. It is a great harm to the society and the family, and it is not good for them. After becoming a micro-business, there is a place to spend time and energy, and there are ways to earn income, team Phone Number List communication, and social networking. (4) It provides the possibility of side business for tens of millions of people (5) It provides a new sales channel for the brand. Fourth, the origin of the micro-business model Wechat business is the product of the combination of traditional channel agency model, direct sales model and the Internet. The evolution path is simple and can be seen as: traditional channel-level agency model - "direct sales model - "level micro-business model - "social e-commerce (platform micro-business) model. The traditional channel agency model has a long history, from the general representative to the provincial representative, the city representative, the county representative, and the retail terminal store.
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Robin Islam

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