Shulou(Shulou.com)11/24 Report--

At present, China's economy is recovering steadily. With the changes of macro environment and market environment, common prosperity gives birth to long-term demand for wealth management. The next few years will still be a positive spring for wealth management industry. In the new wealth management demand, diversification, individualization and specialization have become the key points, and at the same time, higher requirements for digitalization and intelligence have been put forward. As a leading provider of intelligent wealth management technology services in China, Lixiangjia proposes that only by seeking unique competitive advantages, continuously cultivating core skills and carrying out continuous innovation in asset capability, channel acquisition capability, system capability and capital operation can the sustainable development of relevant institutions be promoted.

The domestic wealth management industry has a history of more than 30 years. In the digital era, science and technology are constantly reshaping the pattern of wealth management industry. Every customer has personalized needs and living habits. Practitioners not only need to meet the increasing needs of customers in information and services, but also need to rely on intelligent information platform to standardize and improve their own operation and management, so as to better improve work efficiency. Among them, SaaS can provide a complete set of technical service software, asset analysis software, professional consulting software and marketing tools to make up for the industry gap and become an important tool in the wealth management industry.

After years of precipitation and accumulation, Li Xiangjia has established a set of "SaaS + supply chain" system that integrates industrial supply chain and surrounding related formats, established a link platform for asset management and wealth management specialty and trust, created a shared online, middle and back office service system from multiple dimensions such as product consultation, training system, market brand, marketing system, management consultation, etc., and provided personalized services for different types of customers.

In the view of Lixiangjia, whether it is a leading company or an innovative innovator in the industry field, its essence is to create value for customers, and the "SaaS + supply chain" system can build a technology transportation hub linked to each other for upstream and downstream resources of the industry.

All the time, Lixiangjia has been focusing on providing one-stop information business system and supply chain integration solutions for global asset parties and Chinese wealth management institutions and financial consultants, realizing the link between asset management and wealth management profession and trust, helping practitioners liberate themselves from document processing, customer management, resource docking and operation affairs, and can spend more time and energy to exert professional value.

In the future, Lixiangjia will continue to explore digital technology, continuously cultivate core skills and continue to innovate, providing one-stop, all-round enabling services for wealth management organizations.

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