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Case StudiesSecurities

Case Brief

Refined Operations for Existing Customers

Ping An Securities Digital Customer Operations Platform

Built customer tags and operation systems for existing-customer management, and validated a minimum viable digital customer operations platform.

Industry

Securities

Products

SwiftMetrics / SwiftXDP / SwiftMA

Scenario

Built customer tags and operation systems for existing-customer management, and validated a minimum viable digital customer operations platform.

01

Company Profile

Ping An Securities is a major securities firm headquartered in Shenzhen with strong individual-customer scale and app activity.

02

Background & Pain Points

Multiple data sources, limited transparency, fragmented marketing experience, and broken operation flows constrained online customer operations.

03

Solution Logic

DigitForce upgraded labels and metrics, customer journey automation, and strategy performance analysis to close the loop from design to delivery.

04

Value Delivered

Verified that intelligent decision-making improves operational flexibility and supports securities firms' digital transformation.