The digitization of consulting services should continuously improve the digitization rate in all aspects such as customer acquisition, interactive communication, transaction transformation and after-sales service. The premise of digitalization is that everything is as online as possible. An online organization can gradually improve its online level in terms of "online behavior, online communication, online organization, online collaboration, online business and online ecology".

Digitization of customer access. Financial consultants and institutions should constantly improve the digitalization of channels and ways to contact customers.

Customers can access information scenes digitally.

The investor education of customers and the description and display of simple products can be completed online. Every day, every week and every month, select the information that customers are interested in and post it to friends circle or peer-to-peer to customers. Timely interpret market hotspots and emergencies for customers from the perspective of financial management. While constantly affecting customers, it also leaves behavioral data for further judgment.

Digital Realization of Customer Referral

Customers who refer to WeChat communication should try to use professional electronic business cards and electronic shopping malls. When the old customers complete the introduction of new customers, they can show their advantages and products more professionally, and make a rough judgment on customer needs through the initial click behavior of new customers.

Customer recommended community management. Community management is not simply to pull customers into a WeChat group. This is a process of continuously operating and serving the community with the help of external tools.

Digitization of customer communication and customer interaction

The main ways of strong communication and interaction with customers are: telephone, WeChat message, short message, video conference, voice and so on. Originally, only outgoing or incoming calls of customer service center can be recorded, and only simple records and statistics such as call duration and connection frequency can be made. And the content of communication with customers, although you can listen to the recording afterwards, can't do further analysis.

With the development of science and technology, telephone conversation, video conference, conversation, reading and so on. , which can be used for behavior and data analysis. It can greatly improve the calibration and rectification of sales behavior. It can also judge customers' preferences and interests more accurately. If the new communication mode can't be further launched, data analysis can't be done by technical means. Nor can it bring about qualitative improvement.

Digitization of transaction and after-sales service

Due to the unique characteristics of virtual financial products, most transactions have been electronic. Not all of them are completely digital, but at least they are online.

Digitization of service scenarios

A big difference between financial services is that product trading is only the beginning of services, not the end. Therefore, a large number of products and customer portfolio change services are the best scenes for customers to reach and interact after the transaction. These contacts and interactions use digital service methods as much as possible. If it is not necessary, there is no need to use traditional telephone notification or face-to-face communication.