Financial Solutions
eLink provides financial institutions, insurance companies and financial advisors with an integrated platform for compliance training, customer education and product promotion, helping to improve professional capabilities and customer conversion efficiency.
Usage Scenarios
Covering the entire financial industry training, promotion and sales link
Compliance Training
Through video courses, live training and online examinations, systematic training is provided for financial practitioners. Learning data can be checked in real time to meet regulatory assessment requirements.
Product Promotion
Explain financial products to customers through live broadcasts and graphic courses, and combine the promoter system and discount codes to improve customer acquisition and sales efficiency.
Improve sales capabilities
Provide sales skills training, product knowledge courses and examination certification for financial consultants and insurance agents to improve communication and transformation capabilities.
Integration of training and operations
Training and Certification
- Supports various training forms such as video courses, live broadcasts, and series of courses
- Built-in exam question bank, exercises and certificate issuance
- Students’ learning progress, course completion rate, and test scores can be checked in real time
Customer Tiered Operations
- Automatically tag and identify high-net-worth customers and high-potential customers
- Level membership system to support differentiated services
- Points system to increase participation and repurchase
Content Monetization and Customer Education
- Supports video courses, live open classes, graphic content, series of course packages, etc.
- Make market analysis, product explanations, financial knowledge and other contents into courses
- Release for free or paid to customers, content monetization and customer education are carried out simultaneously
FAQs
Support. The live broadcast reservation time can be set and automatically converted to the target market time zone. The system will send broadcast start reminders to subscribers through emails and other methods to improve the conversion rate of live broadcast reservations.
Absolutely. eLink adopts a code-free design and does not require any programming knowledge. With simple operations, you can build professional training courses, upload videos and start live broadcasts. The interface is simple and team members can usually get started on the same day.
利用"会员里程碑"功能，设置成长任务（如消费金额、观看直播等），会员完成任务可获得积分或等级加速，提升活跃度和忠诚度。
Supports various forms such as video courses, live open courses, graphic content, and series of course packages. You can make market analysis, product explanations, financial knowledge and other content into courses, and publish them to customers for free or for a fee, and monetize the content simultaneously with customer education.
Fully supported. The eLink page automatically adapts to mobile phones and desktops. Customers do not need to download the APP. They can directly watch courses and participate in live broadcasts through browser links, significantly lowering the threshold for participation.
Now, open up future business opportunities
Code-free, barrier-free, live streaming means growth