Project background:

Internet financial management is a new type of financial management method that has emerged in recent years. It provides low-threshold, high-efficiency, and diversified financial products and services through the Internet platform, which has been favored by the majority of residents.

Customer pain points:

In such a huge and fierce market, how to enhance the popularity and influence of its own brand, how to attract and retain more users, and how to improve the loyalty and satisfaction of users are the challenges faced by every Internet financial platform. To solve these problems, we need authoritative and professional third-party organizations to certify their own brand sales, so as to enhance brand image and trust and enhance market competitiveness.

Project purpose:

The purpose of this project is to provide brand sales certification services for a well-known Internet financial management platform. Through big data analysis of the online financial management market and population of the platform and its competitors, the platform's position, advantages, disadvantages and development trend in the market are evaluated, and corresponding suggestions and strategies are given.

Research object:

The research objects of this project include the following two categories:

The online wealth management products and services of the platform and its competitors, including product types, yields, risk levels, investment thresholds, transaction processes, and user experience;

Online financial users of the platform and its competitors, including user size, age, gender, region, income, education, occupation, financial preferences, financial behavior, financial concepts, etc.

Number of research objects: The number of research objects of this project is:

Online wealth management products and services of the platform and its competitors: Total20One, where the platform10One, competitors.10one;

Online banking users of the platform and its competitors: Total10000People, where the platform5000People, competitors.5000People.

Project Content:

The content of this project includes the following parts:

Market status analysis: through the collection and collation of public data and reports, analysis of the size, growth rate, structure, characteristics, trends, etc. of the online financial market;

Competitive analysis: by comparing and analyzing the online financial products and services of the platform and its competitors, evaluate their respective advantages and disadvantages in each dimension, and give the corresponding score;

User profile analysis: through the questionnaire survey and data mining of the online financial users of the platform and its competitors, the basic attributes, behavioral characteristics, psychological characteristics, etc. of various types of users are described, and the corresponding labels are given;

User satisfaction analysis: through the online financial management user satisfaction survey of the platform and its competitors, the user's satisfaction with all aspects is measured, and the corresponding index is given;

Brand sales certification: Based on the above analysis results, the brand sales certification report in the online financial market of the platform is given, including brand sales ranking, brand sales percentage, brand sales growth rate, etc., and the official certification stamp of Shangpu Consulting is attached.

Project Value:

This project brings the following value to the customer:

Enhance the brand image and trust of customers in the online financial market, and enhance the communication and contact between customers and users;

Help customers understand their position, advantages, disadvantages and development trends in the online financial market, and provide a basis for customers to formulate more appropriate and effective marketing strategies;

Help customers to deeply understand the needs, preferences, behaviors and concepts of online financial users, and provide guidance for customers to provide better and personalized products and services;

Help customers improve the loyalty and satisfaction of online financial users, and increase the user size and market share for customers;

Help customers improve the yield and risk control ability of online financial products and services, and create more business value and growth space for customers.