Convoy Global Holdings Limited (“Convoy” or “the Group”; Stock Code: 1019) is Hong Kong’s leading listed financial advisor with operations in Hong Kong, Macau and mainland China. We offer a full range of financial products including insurance, MPF, mutual funds, securities, money transfer, international properties and mortgages. The Group is committed to be the financial partner of people in Hong Kong by embracing the digital trend and launching an online money management platform. By mapping out a comprehensive and customised financial blueprint for customers to make their financial choices easier, we help customers realise their financial goals across every life stage.
Consultant Hub aims at providing a centralized platform for Group’s Consultants and to support day-to-day business. Once you login to the Consultant Hub platform, you may have a chance to do whatever you could do in the office throughout the online platform and it is a portable IFA office. Consultant Hub supports all round business by linking different systems into one powerful platform in order to maintain the high quality and professional service to our valuable Client.
·Dashboard
A summary board to present the latest announcement and market information to the consultant. A glance to view the latest performance and the structure of your team. Express Lane provides the express path to access the eTicket & other systems.
·Products
A quick view of different kind of products that are available in the market.
·Operations
Support consultant’s day-to-day business with different kinds of tools.
·Reports
To check the reports based on business needs.
·Training
Provide professional training material or information to consultants. Support online training course via Consultant Hub.
·Recruitment
Consolidate the recruitment related systems into Recruitment tab.
·Admin
Provide general administration support to our consultant.
More functions to come, stay tuned!
Consultant Hub aims at providing a centralized platform for Group’s Consultants and to support day-to-day business. Once you login to the Consultant Hub platform, you may have a chance to do whatever you could do in the office throughout the online platform and it is a portable IFA office. Consultant Hub supports all round business by linking different systems into one powerful platform in order to maintain the high quality and professional service to our valuable Client.
·Dashboard
A summary board to present the latest announcement and market information to the consultant. A glance to view the latest performance and the structure of your team. Express Lane provides the express path to access the eTicket & other systems.
·Products
A quick view of different kind of products that are available in the market.
·Operations
Support consultant’s day-to-day business with different kinds of tools.
·Reports
To check the reports based on business needs.
·Training
Provide professional training material or information to consultants. Support online training course via Consultant Hub.
·Recruitment
Consolidate the recruitment related systems into Recruitment tab.
·Admin
Provide general administration support to our consultant.
More functions to come, stay tuned!
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