Wealth Broker’s internet brokerage application has undergone a comprehensive upgrade in the third quarter of this year, with its AI features standing out.
As the securities market continues to mature and investor demands grow, supported by technologies such as big data and cloud computing, brokerage-owned apps are constantly enhancing their intelligent and diversified online services. This evolution is reshaping the mobile securities ecosystem and layout, gradually becoming the primary means for investors to obtain financial information.
In this wave, Wealth Broker actively leverages its strong R&D capabilities, combining internet technology with financial technology to truly focus on user needs, safeguarding and enhancing the value of user assets.
Review of Wealth Broker’s AI Features
In the new App version released in the third quarter of this year, Wealth Broker has introduced AI news analysis, AI customer service, AI investment consulting, AI secretary, and IPO research report assistants, achieving technological innovation and user experience enhancement in multiple aspects.
1. AI News Analysis
Wealth Broker utilizes the latest data analysis and machine learning technologies to provide clients with market trend forecasting, investment portfolio optimization, and risk assessment services. Users can receive real-time market news on the app’s Square page, helping investors extract valuable information from massive market data, reducing information disparities, and improving investment efficiency.
2. AI Customer Service
A user-centric service philosophy is key for internet brokers to win the market and customers. In Desouls Square, Wealth Broker has introduced AI customer service “Zhaocai,” the mascot and customer service assistant of Wealth Broker, providing 24/7 service. No matter when and where users initiate a consultation, they can quickly receive a response, enhancing customer satisfaction and trust with its immediacy.
3. AI Investment Consulting
After obtaining information such as the client’s risk preferences and trading habits, Wealth Broker’s AI investment consulting function provides the optimal asset allocation portfolio through a series of calculations and model simulations. This includes providing advice on savings, investments, budgeting, and financial planning, answering questions about financial markets, investment tools, and economic trends, recommending investment and wealth management books, and helping investors clarify financial goals and provide strategies to achieve these goals, making investment advice more personalized and investor-oriented.
4. AI Secretary
In addition to displaying basic information about listed companies that users want to know— including financial reports, business updates, and market dynamics, and automatically answering common questions, the AI secretary can also act as a smart assistant in the daily work of investor relations staff, such as taking meeting minutes, gathering market information, writing press releases, and helping investor relations staff develop more effective communication strategies.
5. IPO Research Report Assistant
For investors, in-depth reading and analysis of research reports are crucial. The large number of research reports, slow manual reading efficiency, and lack of highlighted key information are pain points for many investors. Wealth Broker’s IPO research report assistant allows users to ask questions in natural language, helping users analyze and summarize research reports, saving the work of going through each report one by one. It extracts relevant data from the reports in response to specific user questions, helping users quickly grasp important information from the reports and improving efficiency.
It is reported that Wealth Broker has recently launched a million-share lottery event, which will run until the end of this year.
About Wealth Broker
Wealth Broker is a leading digital one-stop investment and wealth management platform headquartered in Singapore, holding brokerage financial qualifications issued by the Australian ASIC and New Zealand FSPR. Through its self-developed brokerage platform, it is committed to providing global individual investors with a full range of cross-border assets and wealth management products, including stocks, bonds, funds, and structured products. Its cooperative institutional clients cover various financial sectors such as commercial banks, securities firms, family offices, wealth management companies, and fund management companies.
Wealth Broker, leveraging internet innovation technology and financial engineering, relies on its strong R&D capabilities and technological innovation to adhere to the concept of “Simple and Safe.” It can achieve account opening, funding, and trading of Hong Kong and U.S. stocks within 10 minutes, dedicated to ensuring the security of customer assets and helping global end-users to preserve and increase the value of their assets.
CONTACT:
Official Website: www.wbroker.com
Email: [email protected]