Service first, maximizing customer benefits.
Third-party financing is a service model independent of the products of five traditional financial industries: banks, securities, insurance companies, finance and trust. It mainly provides services, and its income source is closely related to the preservation of customers' assets, which can better reflect the principle of maximizing customers' interests.
Rational investment, so that customers can avoid investment mistakes
Third-party wealth management stations help customers invest and consume rationally from the perspective of independent third parties and avoid investment mistakes.
Personalized service to help customers make financial plans.
The service of third-party financial management is more personalized, and it is the mainstream direction of the development of financial management industry to make reasonable financial arrangements according to the different situation of each customer. Personalized financial services are the characteristics of third-party financial services. The financial solutions they provide are short-term, medium-term and long-term financial arrangements made according to different stages and expectations after analyzing the financial situation of customers. They are completely tailor-made financial solutions.
Rich financial tools, giving customers a variety of choices.
Third-party financial institutions provide services to customers, covering almost all financial products at home and abroad, giving customers a variety of choices.
Comprehensive information to provide customers with timely investment information.
Third-party financial institutions have close cooperation with other financial institutions in information, settlement and information systems, and can provide customers with real and effective investment information by taking advantage of their cross-industry and cross-field advantages.
With the expansion of the scale of third-party financial institutions, the advantages of financial management are more obvious and the services are more professional. Therefore, the benefits of third-party financial management in the future are far more than the above five points. Third-party financial management will develop into a personal and family financial doctor in the future, making "diagnosis" and "treatment" for personal and family financial management.