易方达基金“1对1人工投顾服务”上线京东金融

金融界04-26

近日，易方达基金专业投资顾问正式入驻京东金融，为平台个人客户提供线上1对1人工投顾服务。这是基金投顾机构与平台机构进一步深入合作的重要举措，有利于改善客户投资体验、提升投资者获得感。据介绍，易方达基金已组建了一支综合素质高、从业经验较为丰富的专业顾问队伍，为平台客户提供包括需求分析、策略匹配、持仓诊断、账户跟踪、行为指导、基金分析、市场解读等在内的全流程顾问服务，让服务更具个性化、更有针对性，将“...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042610092787b15f63&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，易方达基金专业投资顾问正式入驻京东金融，为平台个人客户提供线上1对1人工投顾服务。这是基金投顾机构与平台机构进一步深入合作的重要举措，有利于改善客户投资体验、提升投资者获得感。据介绍，易方达基金已组建了一支综合素质高、从业经验较为丰富的专业顾问队伍，为平台客户提供包括需求分析、策略匹配、持仓诊断、账户跟踪、行为指导、基金分析、市场解读等在内的全流程顾问服务，让服务更具个性化、更有针对性，将“...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042610092787b15f63&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1642822792.SGD","symbol_name":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"A\" (SGD) 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Finance","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.9,"09618":1,"JD":0.9},"content_text":"近日，易方达基金专业投资顾问正式入驻京东金融，为平台个人客户提供线上1对1人工投顾服务。这是基金投顾机构与平台机构进一步深入合作的重要举措，有利于改善客户投资体验、提升投资者获得感。据介绍，易方达基金已组建了一支综合素质高、从业经验较为丰富的专业顾问队伍，为平台客户提供包括需求分析、策略匹配、持仓诊断、账户跟踪、行为指导、基金分析、市场解读等在内的全流程顾问服务，让服务更具个性化、更有针对性，将“七分顾”落到实处。此前，易方达基金投顾已在京东金融平台为客户提供投顾组合策略和持续账户管理服务，如今上线“1对1人工投顾服务”，正是在逐步夯实投顾业务中的“顾”。易方达基金投顾板块顾问团队负责人朱昱铭表示，当前老百姓对投资理财的需求越来越高，不仅仅关注投资收益，还需要投资行为指导、资产规划，以及更具综合性的财富管理服务。随着投资产品种类越来越丰富，投资顾问人员直接触达客户、为其提供专业的投资顾问服务显得必要且重要。业内人士认为，基金投顾业务作为买方代理服务，天然要求以客户为中心、以客户需求为出发点来布局和展业，这是基金投顾业务稳定长远发展之本。因此，能否建立一支大规模的专业顾问队伍，为客户提供专业、及时的顾问服务，将成为基金投顾机构在未来的财富管理转型中能否胜出的关键因素。京东金融于2013年10月开始独立运营，是京东科技旗下个人金融业务品牌。依托于京东集团的用户服务能力，京东金融以京东金融app为载体，已拥有注册用户4.6亿，定位为一站式的金融服务平台，已推出基金、小金库、小金卡等在内的上万种金融产品与服务，涵盖个人/企业理财、消费金融、保险保障和支付服务四大业务板块。“目前，京东金融已上线上万只基金产品，产品线比较齐全，有利于基金投顾机构充分发挥投研能力，更全面、高效地为客户进行资产配置。”朱昱铭表示。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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