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With the help of AI big model and Yingmi MCP system, Yingmi Koufu team has improved the efficiency of investment advisory services by more than 5 times. In the traditional mode, each customized investment diagnosis report takes the team half a day to two days, and can only serve high net worth customers. Now, through AI's rapid analysis of customer position data, combined with MCP's precise financial data source, we can achieve personalized reports of "thousands of people and thousands of faces". One person can produce at least five high-quality reports a day. At the same time, AI solves the problem of data illusion, making the analysis more objective and accurate. The customer conversion rate has doubled, and the service process has changed from a fragmented "diagnostic analysis" and "asset allocation" to a complete closed loop. The team summarized a seven step work method to ensure AI output quality through phased task disassembly and manual verification of key nodes. In the future, AI will liberate investment advisers from repetitive work and make them more focused on building customer trust and value transmission. ...

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    Investment advisory services Asset allocation artificial intelligence

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