钱剑鸣 Vincent

• Seven years of experience in product demand design management and Internet operation, with rich experience in wealth management, financial management, public offering product operation and intelligent AI investment advisory;
• Worked in Ping An Head Office Retail, Ant Group, etc., and has extensive experience in self-employment and team project management;
• One of the core products of Ant's 10-million-level MAU intelligent robot Zhi Xiaobao, familiar with the overall process of the product from 0 to 1, strong logical thinking ability, and its own product demand methodology;
• Excellent comprehensive ability, profound thinking, able to look at problems at the macro level, and have a unique understanding;
• Good communicator, strong organizational and coordination skills, good team adaptability and leadership, and strong ability to work under pressure;

Proficient in all kinds of necessary software skills, rich in their own methodology and practical experience;

Intelligent financial assistant-Zhi Xiaobao

【project description】

• Create an intelligent financial management robot for C-end users. With the help of artificial intelligence technology, "human-like" in-depth communication capabilities have been established, with the characteristics of "professionalism, understanding, and companionship".
• The robot can gain insight into different user needs and provide solutions for thousands of people. It provides asset selection before investment and continuous warm companionship after investment. It also gives different suggestions under different market conditions to guide users to establish correct long-term diversified investment concepts.
• This project strives to achieve inclusive wealth management so that non-high-net-worth users can also enjoy personalized and customized wealth management services.

【 Responsible for work】
1. Responsible for the construction of two of the four core capabilities of intelligent financial assistant, namely, the ability to select products and the ability to market. The organic combination of product evaluation, market impact and selection scene, forming a small closed-loop selection domain, but also perfectly grafted to the overall service large closed-loop above.
2, in the process of service design, both intelligent. The service content is deeply abstracted to form the smallest LEGO module, so that the service can be flexibly assembled to meet the needs of thousands of users.
3, responsible for user access matters, insight into user needs scene grid operation, the appropriate service content timely and actively push to users. Manage the entry and mechanism setting of message delivery, from manual to algorithm, combined with the user's own situation, intelligent selection of appropriate message content for user access.
4. Participate in the construction of dialogue intelligence, and design the dialogue process between robots and users in combination with services to improve the interactive experience between robots and users.
【 Project Results 】
1. The smart financial assistant can be found on the Alipay App.
2. The MAU of the intelligent robot has reached 50 million, and the cumulative service is close to 200 million users, among which the investment amount of the users who deeply use the robot in the last year is 3-5 times that of other users of the platform, and the return rate is about 50% higher.

Bank credit card precision marketing project
【 Project Description 】
1. Help a bank build a platform for credit card marketing operation. The aim is to increase the number of credit card users of the bank and improve user stickiness and brand recognition through well-run marketing campaigns.
2, from the perspective of increment and stock (debit card users of the bank), create data center and marketing center, fully tap user data, and achieve A/Btest, thousands of fine operations.
【 Responsible for work 】
1. Designed the user label logic of the data center, worked with the algorithm team to clean, mine and model the user data of the bank debit card, and applied the previously developed wealth gene system as the basic logic of the user label.
2. Studied the credit card operation model of major banks in the market, and designed the product prototype and operation system of the marketing center from the perspective of closely integrating products into operation. Use collaborative filtering algorithms to match users with marketing campaigns and reach different users through different channels.
【 Project Results 】
Because the project is still in the stage of landing with the bank, there is only a preliminary block diagram of the product line.
The website is as follows:https://pro.modao.cc/app/qFy0k81wK2woDJ2GY4f33CwX6fIaWr0

Qing Stone investment platform project
【 Project Description 】
1. From 0 to 1, create a product that mainly serves B-end users (small and medium-sized banks and small and medium-sized non-banking institutions) and crosses with C-end users. The goal is to establish and improve the stickiness between products and users by building investment research management tools for them, and open up asset trading channels between asset managers and funds.
2. The platform is actually online and operational for 3 months. At present, there are more than 200 registered banking institutions and more than 40 non-banking institutions, and more than 6 million seed round investments have been obtained.
【 Responsible for work 】
1. Mined user needs through research, established demand pool, clearly divided asset sales platform and investment analysis platform for product structure planning, chaired review meetings, and reviewed the rationality of technical and design requirements; At the same time, the minimum feasible product structure is determined, and the content and schedule of iteration version are further formulated.
2. According to the iteration content, write the design document and the interaction diagram of the product prototype in the way of single piece flow, and pass it to the downstream for design, development and testing;
3. After the minimum available product is formed, according to the nature of the product, seed users are selected from the target users to gradually carry out testing work, record the complete user use process and other information, and enter the rapid update iteration cycle
【 Project Results 】
The results of the project are partly reflected in the self-developed online platform BasisPoint.
Url is as follows: https://cloud.qingshitech.com/