证券日报网7月21日讯 ,中信建投在接受调研时表示,财富管理业务是公司业务稳健发展的压舱石。公司依托广泛的客户基础,在全国设有300多家分支机构,深耕客户开发、客户服务两大核心工作,经营成效持续显现。客户开发层面,公司紧抓市场机遇,推动客户数量与资产规模稳步增长。客户服务层面,公司多措并举提升服务质效,一是根据客群特征开展客户分类分级,搭建分级服务体系;二是加大金融科技投入,深挖细分客群需求,提升...
Source Link证券日报网7月21日讯 ,中信建投在接受调研时表示,财富管理业务是公司业务稳健发展的压舱石。公司依托广泛的客户基础,在全国设有300多家分支机构,深耕客户开发、客户服务两大核心工作,经营成效持续显现。客户开发层面,公司紧抓市场机遇,推动客户数量与资产规模稳步增长。客户服务层面,公司多措并举提升服务质效,一是根据客群特征开展客户分类分级,搭建分级服务体系;二是加大金融科技投入,深挖细分客群需求,提升...
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