[Huawei Developers] Jack Wu Shenzhen:
In an era of skyrocketing demand for online financial products, securities companies have to transform the way they attract users and do business. To help address long-standing challenges, like homogeneous services and lack of differentiated operations scenarios, Analytics Kit 6.3.0 provides securities industry reports and corresponding event tracking templates. You can use these tools to target users, based on the news items of interest and preferences, to streamline the financial decision-making process and craft personalized services.

1. Clear Overview of User Information

Data overview displays data about the overall user growth, such as the number of new users and total number of users, as well as user details like the numbers of users who have applied for opening a securities account, bound a bank card, or deposited money.

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You can also add filters to analyze the growth of each indicator. For example, you can compare new users from different channels for drill-down analysis, so as to select proper channels for data-driven marketing.

2. Trading Dashboard for a Glimpse at User Preferences

The Trading dashboard presents the overall sales information via the number of users who traded stocks, shares of stock bought and sold, sales volume of each financial product, and other indicators, providing you with a clear sense of user behavior and preferences. You can then use this information to craft an optimal product layout that can address user demand.

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3. News Dashboard for Key Insights into Investment Demand

Since users tend to purchase financial products by taking the overall economy and relevant news into consideration, you can use the News dashboard to see which news items are of must interest to users via indicators related to news viewing and sharing, thus gaining a fuller understanding of investment demand.

Likewise, you can also push targeted news that is in line with user preferences, summarizing the status of the market and streamlining the investment decision-making process for users.

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4. Out-of-the-Box Event Tracking Templates

To further bolster your event tracking efficiency, Analytics Kit also provides out-of-the-box event tracking templates for the securities industry, covering modules of data overview, trading, and news. After configuring events and parameters to be tracked based on the templates, you can view securities industry-related data to analyze user preferences and demand, and craft more personalized wealth management scenarios.

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Analytics Kit also provides a range of other analytical models. For example, there is performance analysis for key conversion nodes, which helps optimize the key process from new user registration to account opening. To do so, you will need to perform the following steps:

First, select the desired events, such as Register and Submit account opening application, on the Funnel analysis page, to build a funnel model of registration conversion. Then, filter data by app version and OS version on the Industry analysis page to analyze nodes with a high churn rate, so as to check whether the cause of churn is associated with the system compatibility. Finally, optimize the app in a targeted way to improve the registration and card binding rates.

To learn more, click here to get the free trial for the demo, or visit our official website to access the development documents for Android, iOS, Web, Quick App, HarmonyOS, and WeChat Mini-Program.