Sign Up
In the financial industry, precise positioning and screening of high-value customers is the key to improving customer conversion and return on investment. Through the advanced screening function of Digital Planet, financial institutions can efficiently manage customer data, set screening standards for high-value customers, and use intelligent screening function to accurately locate potential high-value customers. The following are the specific operating steps and methods.
1. Import customer data
First, financial institutions need to import existing customer data into the Digital Planet platform. The platform supports a variety of data formats, includingCSV, Excel, etc. ensure seamless connection of the data import process.
2. Set screening criteria for high-value customers
After importing the data, the next step is to set filtering criteria for high-value customers. Financial institutions can formulate specific screening conditions based on multiple dimensions such as customer's financial status, transaction history, investment preferences, etc.
3. Use intelligent screening function to accurately locate high-value customers
The Digital Planet Platform provides powerful intelligent screening functions, helping financial institutions accurately locate potential high-value customers through multi-dimensional analysis and intelligent algorithms.
According to the previously set high-value customer standards, select the corresponding filtering conditions, such as total assets, transaction history, investment preferences, etc. The platform supports customized screening rules, and financial institutions can flexibly adjust screening conditions to ensure that the results meet business needs.
After the filtering is completed, the system will display the filtering results, and users can view detailed customer lists and related data.Users can export filter results to multiple formats, such asCSV, Excel, etc., facilitate subsequent customer management and marketing activities.
Improve customer conversion rate and return on investment By accurately targeting high-value customers, financial institutions can formulate more targeted marketing strategies and customer service plans to improve customer conversion rate and return on investment.
Based on the selected high-value customers, formulate personalized marketing plans and push customized financial products and services to attract customers' interest and attention. supplyVIP customer service provides high-quality and personalized service experience to high-value customers, improving customer satisfaction and loyalty. Regularly analyze customer data, track changes in customer behavior and demand, continuously optimize screening standards and service strategies, and ensure the efficiency of customer management and marketing.
Through the intelligent screening function of Digital Planet, financial institutions can efficiently manage customer data, accurately locate high-value customers, and formulate targeted marketing and service strategies, thereby significantly improving customer conversion rates and return on investment.
Digital PlanetIt is a world-leading number screening platform that combinesGlobal mobile phone number segment selection, number generation, deduplication, comparison and other functions. It supports global customersBulk numbers from 236 countriesFiltering and testing services, currently supported40Multiple social and apps such as:
The platform has several features, includingOpen filtering, active filtering, interactive filtering, gender filtering, avatar filtering, age filtering, online filtering, accurate filtering, duration filtering, power-on filtering, empty number filtering, mobile device filteringwait.
Platform providesSelf-sieve mode, sieve mode, fine-sieve mode and custom mode, to meet the needs of different users.
Its advantage lies in the integration of major social and applications around the world, providing one-stop, real-time and efficient number screening services to help you achieve global digital development.
You can use the official channelt.me/xingqiuproGet more information and verify the identity of business personnel through the official website. Official Businesstelegram:@xq996
(Warm reminder: You must identify the user name when searching for the official customer service number on Telegramxq996), you can also verify through the official website:https://www.xingqiu.pro/check.html, confirm whether the business you are in contact with is the official planet.
数҈字҈星҈球҈͏
