WMDC

WMDC is the first AI investment consultant platform in the industry, which adopts big data analysis and AI conversational design. It can generate customized investment strategies and asset allocation plans automatically based on different customer needs. By employing the 3D visualized virtual character design, it provides more precise and intuitively understandable customer personas, resulting in an increase in investment consultants’ work efficiency by over 90%, compared to traditional form-based investment counsultant systems.
The traditional CRM employs a form-based customer management system, which has numerous drawbacks such as unintuitive data, inefficient operation, and manual development of investment plans, resulting in high barriers to use and low efficiency. To address these issues, we designed this AI platform for investment consultants, which features a more user-friendly 3D visual interactive interface, and AI provides precise asset allocation plans automatically, lowering the barrier to receiving investment advice and dramatically enhancing the user experience.
Big data analysis is performed on the user’s basic information (such as personal, family, occupation, risk type, etc.), financial situation, risk preference, and so on, with the user’s permission. It constructs 3D customer personas based on user type using cutting-edge 3D technology. When compared to traditional form-based investment counsultant systems, it displays the asset management demands of different customers more intuitively, and the work efficiency of investment consultants has increased by over 90%.
Developed a refined opearation strategy with customized-services. To customize investment strategies for customers of different ages, risk preferences, and social identities, based on big data analysis and AI deep learning technology, precisely recommend matching financial products, thereby more effectively helping customers in decision-making.
It can generate more professional asset allocation plans for different customers using the latest conversational AI technology, simplifying the work process, and improving the efficiency of investment consultants in product search, investment plan allocation, account check, and other work scenarios.