Chuangyebang learned from the media that recently, NewBanker, a wealth management digital solution service provider, announced the completion of a C-round financing of tens of millions of RMB from a fund under CICC Capital, with Yuanhe Capital as the exclusive financial advisor.
The financing funds will be mainly used for the further construction of R&D centers in Beijing and Chengdu, and to promote the provision of operational support services including tools, content and rights and interests for fund companies and their partner institutions.
It is understood that with the continuous evolution of the domestic wealth management industry, NewBanker, as the first digital service provider to explore the TAMP model in China, has experienced from a SaaS platform serving nearly a thousand small B markets to serving more than 80% of leading asset management institutions. The development history of the solution provider.
Co-founder & CEO Li Qinghao said that starting from the wealth management industry chain, the company chose a three-step strategy of “based on serving Fund House, reaching Distributor from Fund House, and finally helping Fund House connect with Distributor”. At present, it has quickly entered the digital marketing market of the asset management industry, and has created a number of benchmark cases in the banking, securities companies, fund sales and other industries.
With the general trend of “non-standard conversion” and “from sales-oriented to customer-centric” in China’s wealth management industry, NewBanker provides financial institutions with three terminals driven by business architecture (client platform, customer manager workbench, customer on-site service system) , Four middle stations (product marketing middle station, combined marketing middle station, content marketing middle station, NBA operation middle station) solutions.
Co-founder & COO Jia Gui said: “In the next step, the company’s product and service planning, from the perspective of asset management institutions, will continue to enrich the three-end and four-center business scenarios based on its core business scenarios such as channels, institutions, e-commerce, customer service, and investment advisors. From the perspective of wealth management institutions such as banks, trusts, securities, and insurance, it will focus on refined customer operations, digitization of customer manager work scenarios, customer manager sales sites, and wealth management marketing. We provide business architecture and digital solutions in the construction of Zhongtai.”
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Related events
- NewBanker completes tens of millions of RMB in Series C investment2022-08-25
- After a lapse of 3 months, it received another strategic investment, and Chaiyi Technology received investment from CICC Capital Infrastructure Fund 2021-09-27
- Leyan Technology completed the D round of financing of hundreds of millions of yuan, led by CICC Capital and Shanghai Artificial Intelligence Industry Investment Fund2021-04-25
- Huashe Wealth announced the completion of a $20 million C+ round of financing, invested by Yafu Capital2019-09-19
- “Pure Stone Capital” completed tens of millions of yuan in Series B financing, which will further improve the ability of fundraising, research and investment2019-02-25
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