Retail Brokers

Forging an Asset Growth Path for Institutional Banks with Smart AI Suite.

Customer Retention Rate

70%

Alpha Algorithm Efficiency

10X

Assets Under Management

40%

How We Support

AI-Advisor

Intelligent Investment Advisor

Use NLP to analyze client inputs for ambiguous requests like stock alerts, leveraging knowledge graph to summarizing macroeconomic data, industry trends, and financial reports to identify opportunities and risks.

AI-Trader

Real-time Trading & Risk Control

Optional predictive models provide AI-driven forecasts by analyzing historical data, news sentiment, and order flow. A risk management module monitors positions and leverage, delivering timely alerts for stop-losses or margin calls.

AI-Support

Intelligent Customer Service

AI-powered brokerage customer service via calls/chat. NLP for voice trading, emotion analysis, knowledge base auto-responses, and voiceprint fraud detection. 80% of common queries resolved instantly, 50% boost in agent efficiency.

AI-Community

Social Investment Network

In UGC investment communities, AI enhances interactions by clustering users, filtering false info, and monitoring compliance. It promotes regulated discussions and reduces blind following risks.

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We pave the path to Professional Trading

The world 1st trading evaluation firm partner with licensed private equity and global brokerage.

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