Description

Podcast- Finance ,理財STB

https://lin.ee/QlcbzeR

https://reurl.cc/dG10dz


簡介：

未來的純網路銀行，將著眼於更方便的存款、匯兌、保險、信託、財富管理等服務，並將結合AI及大數據分析，更精準的滿足客戶信用卡及貸款需求，讓年輕人、中小企業及偏鄉客群更容易取得金融服務，達到「普惠金融」的目標。其具體作法，除了可以觀摩鄰近香港、南韓及日本等金融成熟地區的方式外，其他一些新興國家地區的金融創新作法，其實更能讓民眾享受到便利的金融服務。

本群組工作內容：

一. 幫助客戶了解自己的財務狀況
二. 建立長久的且穩定獲利的理財目標
三. 依照公司財報來進行投資標的
四. 評估各種理財方式的利與弊


Introduce：

In the future, pure online banking will focus on more convenient deposit, exchange, insurance, trust, wealth management and other services, and will combine AI and big data analysis to more accurately meet customer credit card and loan needs, so that young people, small and medium-sized It is easier for enterprises and rural customers to obtain financial services and achieve the goal of "inclusive finance". In addition to observing the approaches of financially mature regions such as Hong Kong, South Korea, and Japan, the specific approach can also be used for financial innovations in other emerging countries and regions, which in fact allows people to enjoy convenient financial services.


Work content of this group：

1. Help customers understand their financial situation
2. Establish long-term and stable and profitable financial goals
3. Make investment targets in accordance with the company's financial report
4. Evaluate the pros and cons of various financial management methods

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