©2024 Luyun ｜ 沪ICP备15046208号-1 ｜ All rights reserved © Shanghai Luyun Internet Technology Co., Ltd.
NOAH
NOAH
NOAH is a professional wealth management firm founded in 2005, in 2007 by Sequoia Capital injection. As the first company to create a two-wheel drive business model of wealth management and asset management. Its member companies have successively obtained financial licenses and qualifications related to business development from China Securities Regulatory Commission and Hong Kong Securities Regulatory Commission. It is the first wealth management company in China to obtain an investment grade rating from Standard & Poor's.
In 2022, NOAH successfully made a secondary listing on the Hong Kong Stock Exchange, becoming the first independent wealth management institution in China to achieve dual listing in Hong Kong and the US. The company's main businesses include wealth management, asset management and other businesses. As of the third quarter of 2022, the company has opened branches in 76 cities across the country, and has entered Hong Kong, Taiwan, Silicon Valley, New York, Singapore and other countries and regions. Since the listing, the company has allocated assets of more than 900 billion yuan.
Customer Dilemma
- Complex Investment Environment: Facing the complex and changing investment market, customers need more scientific asset allocation to reduce risk and improve returns.
- Personalized Wealth Management Requires: Different clients have different wealth management objectives and risk tolerance, and require personalized asset allocation solutions.
- Information Fragmentation: Customers face the problem of information fragmentation in the investment decision-making process and require a centralized and comprehensive asset management system.
- Benefit Maximization: Clients want to maximize the value-added benefits of their wealth and achieve their long-term financial goals through more efficient asset allocation.
Design Scheme
- Personalized Risk Assessment: Use the system to conduct personalized risk assessment for customers, understand their risk preferences, and provide targeted recommendations for asset allocation.
- Intelligent Asset Analysis: With the help of intelligent analysis tools, in-depth analysis of various assets is carried out to provide customers with scientific asset allocation solutions.
- Portfolio Optimization: Based on the client's financial objectives and risk tolerance, we optimize the portfolio through systematic tools to achieve the best allocation.
- Comprehensive Market Information: Comprehensive market information is integrated to help clients better understand the investment environment and make informed asset allocation decisions.
- Real-Time Adjustment Strategy: It provides the function of real-time monitoring and adjustment of asset allocation strategy to adapt to market changes and adjustment of customer needs.
Advantages of the Solution
- Personalized Services: Provide personalized asset allocation services, according to the unique needs and goals of customers to develop customized wealth management programs.
- Scientific Decision-Making: Use intelligent analysis and optimization tools to help customers make more scientific and rational investment decisions and improve wealth management benefits.
- Comprehensive Information Support: Integrate comprehensive market information to provide customers with more comprehensive and accurate asset allocation advice and increase confidence in decision-making.
- Real-Time Monitoring and Adjustment: real-time monitoring of portfolio performance, timely adjustment of asset allocation strategy, in order to adapt to market changes, to maximize the protection of customer interests.
- Improve the Return on Investment: through the optimized asset allocation scheme, improve the return on investment of customers, realize the appreciation of wealth and the realization of goals.
Business Empowerment
- Customer Satisfaction Enhancement: By providing personalized and scientific asset allocation services, improve customer satisfaction and strengthen long-term cooperation between customers and the company.
- Wealth Management Efficiency Improvement: With the help of systematic asset allocation tools, improve wealth management efficiency and achieve customer financial goals.
- Data-driven Decision-Making: Using comprehensive information integrated in the system to help customers make more informed and rational investment decisions based on data.
- Enhance Market Competitiveness: Enhance the company's market competitiveness in the field of wealth management by providing leading asset allocation solutions.
- Continuous Innovation: Leverage the flexibility of the Salesforce platform to support continuous innovation and upgrades to adapt to changing industry and customer needs.
Partners
