Traditional financial services often adopt template based advice, ignoring customers’ financial goals and life stages, and lacking personalized planning. In addition, once the investment strategy is determined, it cannot be flexibly adjusted according to market changes and can only passively follow product attributes, making it difficult to cope with fluctuations and limiting investors’ flexibility and potential returns..
Advantages of MK system:
The MK system will automatically generate personalized financial planning based on factors such as age, occupation, financial goals, and risk preferences. Each suggestion is tailored to the specific situation of the client, ensuring that the strategy you receive not only meets current needs but also dynamically adjusts with changes in life stages