Tailored Account Manager
Tailored Account Manager
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Tailored Account Manager
  • One-on-one recommendation of financial products and personalized wealth management solutions tailored for you
  • Popular promotional activities, exclusive birthday cards and greetings, and endless excitement and enjoyment
  • One-click purchase of wealth products and handling of common businesses

Gentle reminder: You can call our customer service hotline at 95561 or consult the account-opening bank for more information on exclusive account manager services.

Star Wealth Manager
Star Wealth Manager
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Star Wealth Manager
  • The star wealth manager is selected based on the result of the account manager competition of online service in the previous month of the current year.
  • We recommend the exclusive “Star” approach to provide you with wealth products.
  • We offer professional advice on wealth management through instant online Q&A sessions, online workshops, and other methods.

Gentle reminder: The recommendations provided do not guarantee absolute returns. Wealth management products are not like deposits, and they carry risks. Please exercise caution when making investment decisions.

Online Business Hall
Online Business Hall
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Online Business Hall
  • The online business hall effectively solves the problem of customers being unable to visit physical branches or communicate face-to-face with account managers.
  • It allows users to enjoy online branch services and stay updated with branch activities. 
  • It supports one-click appointment scheduling and navigation to the target branch, and provides complete information about queue status.
Mobile Social Channel Conversation
Mobile Social Channel Conversation
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Mobile Social Channel Conversation
  • Customers can communicate with their account managers anytime via the mobile banking circle conversation.
  • The conversation interface allows them to handle various businesses, seek advice, and directly purchase wealth management products, funds, and deposit products. 
  • They can also receive exclusive greeting cards, coupons, and curated information recommended by their account managers. 

Gentle reminder: The advice provided does not guarantee absolute returns. Investments carry risks, and caution should be exercised when investing.

Mobile Social Channel Livestream
Mobile Social Channel Livestream
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Mobile Social Channel Livestream
  • Experience the fascinating world of finance with expert insights on financial trends and wealth investment strategies. 
  • Explore diverse lifestyles from different regions and enjoy the opportunity to purchase specialty products, such as agricultural products that support local farmers.
Mobile Social Channel Updates
Mobile Social Channel Updates
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Mobile Social Channel Updates
  • “IB Finance Insights” provides professional financial research, financial planning, investment consulting, and other financial services.
  • “IB Finance Headlines” offers real-time updates on financial research insights, investment hotspots, and industry trends.
  • “IB Course Live” spreads financial knowledge and positive energy, providing fresh and substantial content on wealth and lifestyle.
Online Workshop
Online Workshop
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Online Workshop
  • The Online Workshop showcases account manager’s professional credentials and service evaluations.
  • It supports real-time communication between customers and account managers and consultations through various channels, including WeCom.