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Weiran Capital
Weiran Capital
Weiran Capital was founded in 2015, headquartered in Shanghai, is a new investment bank focusing on science and technology civilization 3.0. As an investment bank, Weiran Capital is committed to supporting and investing in business models driven by information technology. It firmly believes and is optimistic about the impact and potential of information technology on the business field, and takes it as the core direction of investment. They believe in altruistic entrepreneurship, which is to contribute to society through innovation and entrepreneurship. We are committed to finding entrepreneurs with innovative thinking and social responsibility, and provide them with capital support and strategic guidance to help them achieve the dual goals of business success and social value.
Under the background of science and technology Civilization 3.0, Weiran Capital actively explores and invests in scientific and technological innovation projects covering artificial intelligence, big data, Internet of things, blockchain and other fields. They believe that the technologies and applications in these areas will lead to future business development and social change. As a new investment bank, Weiran Capital strives to promote scientific and technological innovation and the development of business models through investment and resource integration. Weiran provides support and help for entrepreneurs and entrepreneurs, promotes the integration of science and technology and business, and promotes the progress and development of society.
Customer Dilemma
- Performance Evaluation Problem: Facing the complex market environment, the company needs a more scientific and objective way to evaluate and train the performance of financial advisors, to stimulate their work motivation.
- Customer Service Improvement: In pursuit of improving customer service level, the company needs to promote financial planners to provide more professional and accurate financial advice through performance incentives.
- The Data Analysis Function Is Not Comprehensive: The company requires a comprehensive analysis of the work data of the financial planner in order to better understand their work performance and provide data support for business decisions.
Design Scheme
- Performance Tracking and Evaluation: Record and track the performance data of each financial planner, including sales, customer growth, product promotion and other indicators, and evaluate according to the set performance evaluation system.
- Performance Analysis and Reporting: Perform performance analysis based on performance data, generate personalized performance reports, help financial advisors understand their own performance, find potential improvement points, and provide personalized training and coaching.
- Performance Incentive and Reward: According to the performance of financial planner, design reasonable performance incentive and reward mechanism to improve the enthusiasm and work motivation of financial planner.
- Knowledge Base and Training Resources: Establish a knowledge base and training resources database, including investment product information, sales skills, market analysis and other content, to help financial planners improve their professional quality and ability.
Advantages of the Solution
- Scientific and Fair Evaluation: Based on scientific performance evaluation indicators, it realizes fair and objective evaluation of financial planner's work and reduces the interference of subjective factors.
- Flexible Incentive Mechanism: Design flexible and diverse incentive mechanism to meet the incentive needs of different financial managers and improve their work enthusiasm and creativity.
- Data-Driven Decision-Making: Leverage Salesforce's data analytics tools to provide companies with more comprehensive and accurate data on planner performance to support decision-making.
- Financial Planner Training: Personalized goal setting and training can better stimulate the personal potential of financial planners and promote them to achieve better performance in their professional fields.
Business Empowerment
- Financial Services Upgrade: Through the incentive mechanism to improve the enthusiasm of financial managers, promote the overall level of financial services, and enhance the trust of customers in the company.
- Data-Driven Business Decisions: Leverage Salesforce's data analytics tools to help companies make smarter, scientific decisions about CFP management and business growth.
- Team Collaboration Optimization: Through the performance evaluation system, promote the cooperation and competition within the financial management team, and promote the development and expansion of the overall team.
- Enhance Market Competitiveness: Improve the competitiveness of the company in the market by optimizing the performance incentive scheme of financial planners, and attract more high-quality financial planners to join.
