Change Log
We’re excited to share the latest improvements to our platform. Each enhancement was designed with user efficiency and business outcomes in mind. Below you’ll find not just what changed—but why it matters and what to expect in terms of productivity.
销售
Why: Streamline your sales process and make follow-ups more actionable and informed.
期待什么？ Faster lead response times, better pipeline visibility, and smoother collaboration.
- Add a Task: Assign tasks within deals to ensure timely actions.
- Collect Information With Form: Standardize lead capture and reduce back-and-forth.
Product Catalog
Why: A better-structured catalog means less time searching and more time selling or analyzing.
期待什么？ Improved discoverability, fewer errors in product selection, and smoother client presentations.
投资组合
Why: Empower advisors and clients with deeper visibility into portfolio performance.
期待什么？ More confident decision-making and reduced manual data analysis.
AI Bank
Why: Automate intelligent suggestions to support client advisory, saving hours on research.
期待什么？ Smarter recommendations, reduced manual analysis, and proactive financial guidance.
季度报告
Why: Save time assembling reports and boost data accuracy.
期待什么？ Reports that are easier to generate, more insightful, and ready for stakeholders in minutes.
风险度量
Why: Instantly identify portfolio risks and act before issues escalate.
期待什么？ Fewer surprises, automated monitoring, and better compliance readiness.
自动化
Why: Eliminate repetitive manual work and focus on what matters.
期待什么？ Increased team capacity, improved SLA adherence, and streamlined operations.
审批程序
Why: Bring structure and accountability to decisions that need oversight.
期待什么？ Fewer bottlenecks, better audit trails, and faster approvals.
Travel Requests
Why: Simplify how employees request and track business travel.
期待什么？ Centralized travel planning, budget control, and transparency.
Agent Management
Why: Ensure the right people have the right permissions and performance tools.
期待什么？ Easier onboarding of agents, performance tracking, and fewer access issues.
市场营销
Why: Help 市场营销 teams execute faster and track better across channels.
期待什么？ More timely campaigns, better engagement tracking, and reduced campaign setup time.
- Add an Appointment: Streamline client scheduling via integrated booking forms.
- Add Routing: Visual editor to design multi-step marketing journeys.
- Email and SMS Campaigns: Launch campaigns faster with improved templates and analytics.