Open SIKA 券商机构级解决方案 | 专为营业部打造的差异化增值服务体打造差异化 AI 量化增值服务
提升客户粘性与佣金收入
与头部券商营业部达成战略合作，为高净值客户提供专属 AI 量化交易服务，配套定制化策略、投资者教育与专属客服支持，帮助营业部跳出同质化价格战，打造区域核心竞争力。
活跃度提升60%
留存率提升40%
服务200+高净值客户
佣金收入大幅增长券商营业部的核心经营困境
你的营业部，是不是也面临这些挑战？
我们专为券商营业部打造AI量化增值服务方案，助力业务差异化升级
业务同质化严重，陷入佣金战恶性循环
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营业部困境解决方案
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经纪业务高度依赖通道服务，产品、服务高度同质化，只能通过降价抢客户，佣金率持续下滑至成本线打造专属AI量化增值服务，形成差异化竞争力，从「通道收费」转向「服务增值」
客户流失严重，存量客户盘活难
营业部困境解决方案
线上开户分流严重，获客成本走高；存量客户躺平化，睡眠账户占比高，高净值客户流失严重通过AI量化服务激活存量客户，个性化服务提升粘性，客户留存率最高提升40%
交易活跃度低迷，佣金增长乏力
营业部困境解决方案
市场波动下客户交易意愿降低，投顾精力有限无法覆盖全客户，佣金收入增长乏力AI量化服务7×24小时监控，活跃度平均提升60%，直接带动佣金收入增长
高净值客户服务能力不足，留客难
营业部困境解决方案
80%资源集中高净值客户，但投顾能力不足，无法满足专业量化需求，流失率居高不下1对1定制化AI策略+专属通道+风控服务，打造高端服务体验，提升AUM规模
自建量化服务成本高、合规风险大
营业部困境解决方案
自建系统需大量研发/合规成本，监管新规落地，自建体系难以满足要求开箱即用合规系统，零研发投入，完全符合程序化交易管理规定，规避监管风险
投顾团队覆盖不足，服务效率低
营业部困境解决方案
投顾人均服务客户过多，基础工作占用精力，无法聚焦高价值客户，人效比持续走低AI替代基础服务，提供客户分层工具，大幅提升投顾效率与人效比
专属定制化战略合作方案
一站式赋能营业部，打造差异化财富管理服务体系
基于Open SIKA三大核心技术，零研发投入，最快1个月完成试点上线
核心战略合作模式
Open SIKA与券商营业部达成深度战略合作，营业部作为服务主体合规提供服务；Open SIKA作为技术方，提供全流程系统、策略、投教、合规、培训支持。
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01需求调研与方案定制
第1-2周1对1调研+定制方案+合规评估 +测试环境开通
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02系统对接与试点筹备
第3-4周柜台对接+品牌定制+团队培训 +物料筹备
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03试点上线与推广
第2个月高净值客户试点+效果验证 +可复制模式
04全面推广与运营
第3~4个月全量覆盖+持续运营+数据复盘 +合规迭代
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专属团队全程服务* 合作模式完全符合证监会监管要求，具体服务内容以正式战略合作协议为准
券商专属核心功能
从获客、服务到留存、转化，全链路AI赋能
专为券商机构打造的差异化增值服务功能，助力业务升级与客户粘性提升
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客户分层运营体系
自动完成客户标签化管理，为不同层级客户匹配精准服务，实现千人千面运营
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核心价值
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核心价值 精细化运营，最大化客户价值
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经营数据可视化看板
实时监控活跃度、留存率、佣金收入等核心指标，自动生成经营分析报告
核心价值
数据驱动决策，优化经营策略
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全流程合规管理体系
符合程序化交易监管要求，客户报备、交易监控、合规留痕全覆盖
核心价值
落实主体责任，全程合规可控
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投顾团队智能赋能工具
替代基础重复性工作，提供量化培训、服务话术、客户触达工具
核心价值
释放生产力，提升人效比
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佣金增长管理体系
分层佣金设计，从通道收费升级为增值服务收费，提升单客价值
核心价值
跳出价格战，打开收入天花板
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品牌化定制服务体系
专属Logo、策略、投教内容，打造营业部独有品牌IP
核心价值
形成差异化壁垒，提升客户认可度
实盘验证，标杆案例
已与多家头部券商营业部达成深度战略合作
*以下案例为历史脱敏数据，不构成投资建议，投资有风险，入市需谨慎
头部券商某省会核心营业部合作案例
机构画像
存量客户3万+，高净值客户800+，周边竞争激烈，同质化严重
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核心痛点
佣金战、客户流失、活跃度低、高净值服务不足
合作方案
专属AI量化增值服务体系+高净值1对1定制策略+全量客户普惠服务
落地成果
服务200+高净值客户，活跃度提升60%，留存率提升40%，佣金大幅增长
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Open SIKA的产品技术强，对散户友好，新手快速上手，完美匹配我们的客户需求，是优质合作伙伴。
变化趋势
3个月
体系落地周期
2.4+
年化夏普比率
≤12%
策略最大回撤
300%
投研效率提升
中型券商地级市核心营业部
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核心痛点 县域客户交易意愿低，睡眠账户多
落地成果 活跃度提升45%，有效户数量翻倍
头部券商财富管理示范营业部
核心痛点 高净值客户流失，专业服务不足
落地成果 留存率提升55%，AUM增长80%
三大独家核心技术，为你的量化转型保驾护航
区别于市面通用平台的浅层功能拼接，我们打造了从底层大模型到应用层的完整技术栈
经营价值
激活存量客户，提升交易活跃度，直接带动佣金收入持续增长，升级价值经营模式
客户价值
打造差异化服务，降低流失率，平均提升留存率40%，大幅提升客户忠诚度
品牌价值
专属品牌IP，形成区域差异化壁垒，打造财富管理转型标杆营业部
合规价值
全流程符合监管要求，客户报备、交易监控、合规留痕全覆盖，规避监管风险
专属团队全流程陪伴，全程无忧落地
从需求调研到持续运营，1对1专属服务保障
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双对接人服务
专属商务顾问+技术经理，7×24小时响应需求
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系统对接支持
全程负责对接部署，零研发投入，分钟级故障响应
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策略持续更新
投研团队迭代策略，高净值客户1对1定制开发
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全流程团队培训
管理层/投顾/客服全覆盖培训，输出全套操作手册
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营销物料支持
完整投教+推广物料，直接使用，降低推广成本
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运营合规支持
持续运营方案+监管同步，保障长期合规运行
行业代差级优势
SIKA方案 vs 传统模式 vs 自建模式
零投入、快落地、全配套，是营业部转型最优解
传统通道业务模式
自建量化服务模式
1-2年，周期长百万级起步合规成本高流失率高Open SIKA合作模式
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1个月试点，4个月全面推广零研发投入全流程合规可控平均提升40%* 以上为行业通用对比，不代表最终服务承诺，以正式合同为准
常见问题，一次性为你解答
更多疑问可预约1对1商务洽谈
合作模式是否符合证监会监管要求?
系统对接需要多久?有IT要求吗?
客户数据与策略安全如何保障?
投顾无量化能力，能否做好服务?
打造差异化AI量化增值服务，开启转型新赛道
零研发投入、快速落地、全流程配套、合规可控，已帮助多家头部券商营业部实现双增长
1对1定制化方案 | 免费试点名额申请 | 专属团队全程服务