About Us
Shanghai Panrui Investment Co., Ltd. is a leading fintech company specializing in system planning and design services for major banks and financial institutions, including advanced customer relationship management and product platforms. With extensive experience, technical expertise, and innovative thinking, the team provides customized, efficient, and secure solutions tailored to client needs and market changes.
We focus on innovating and applying advanced technologies to optimize investment strategies and enhance asset management. Our main services include digital asset management, risk control and market forecasting, blockchain fund tracking, family trust services, and intelligent investment advisory systems. These services improve transparency, reduce risks, and enhance decision-making quality, offering exceptional support to clients.
- With advanced digital finance technology, Shanghai Panrui Investment Co., Ltd. has become the preferred partner for large enterprises, commercial banks, investment management firms, insurance companies, financial education institutions, top university finance departments, and government agencies. By providing cutting-edge solutions and professional services, the company helps these organizations navigate complex market environments, ensuring asset security and growth.
- Shanghai Panrui Investment Co., Ltd. has a strong domestic presence and is active in the international financial market, demonstrating its global vision. Through continuous innovation and service enhancement, the company aims to lead the future of the financial services industry.
Customers Served
Our Mission
Create value for customers and bring benefits to society through financial technology
Our plans
Become a leader and pioneer in the field of financial technology and set a benchmark for the industry
Our Vision
Create a smart, open and win-win financial technology ecosystem
Our Care
Focus on customer needs and satisfaction, employee growth and happiness, and social responsibility and contribution
Service Scope
Our services cover all areas of fintech, including customer relationship management, product platforms, digital banking systems, intelligent investment advisory, investment competition platforms, and fintech training and consulting. We provide top-tier solutions to financial institutions and individuals, helping them achieve digital transformation, enhance efficiency, reduce costs, and increase competitiveness.
Customer Relationship Management System
We help financial institutions manage and maintain customer relationships, including customer information, transaction records, service history, and marketing activities. This boosts customer satisfaction, loyalty, retention, and increases both customer value and revenue.
Product platform system
We assist financial institutions in managing and promoting their financial products, covering aspects such as product information, pricing strategies, sales channels, and market analysis. This enhances product competitiveness, visibility, and sales, boosting market share and profitability.
Digital banking system
We help financial institutions implement integrated online and offline financial service systems, such as online banking, mobile banking, self-service banking, and smart ATMs. This enhances service efficiency, convenience, and security while reducing operational costs and risks.
Smart Investment Advisory System
We use AI and big data analysis to offer personalized, professional, and efficient investment advice and management services. This system enhances investment returns, risk control, and customer trust, while broadening the investment market and audience.
Simulated investment competition platform
The platform allows users to trade various financial products like stocks, funds, private equity, and fixed income with virtual funds in a simulated market environment. Users can also learn about finance, practice investment skills, enjoy the investment process, and enhance their returns.
Family Trust Service System
This is a comprehensive, professional wealth management system designed to effectively manage and protect family assets through trust structures. It integrates legal, financial, and tax services to offer personalized, flexible trust solutions tailored to different family wealth management needs.
Customer feedback
Our clients consistently express high satisfaction with our services, praising our ability to deliver top-quality fintech solutions that drive digital transformation, improve efficiency, reduce costs, enhance competitiveness, and create value. They also commend our team for being professional, responsible, creative, passionate, experienced, and visionary, providing the most professional, friendly, and timely service.
The team at Panrui Investment is very creative and enthusiastic, and is able to provide us with the latest technology and ideas based on market changes. We trust their services very much and are very grateful for the value they bring to us.
Chen Jiaqian
Business Consultant
The team at Panrui Investment is very professional and responsible, and is able to promptly resolve any issues and needs we encounter. Their team is very capable and experienced, and we are very optimistic about their services and very supportive of their development.
Jiang Zhongqi
Financial Manager
Panrui Investment has provided us with a smart investment advisory system that enables us to use artificial intelligence and big data analysis to provide our clients with personalized, professional and efficient investment advice and management services.
Wu Yanwen
Investment Advisor
Panrui provides us with a complete customer relationship management system, which enables us to better understand and serve our customers, and improve customer satisfaction and loyalty. We are very satisfied with their services and highly recommend them to other financial institutions.
Cai Haoying
Account Manager
Panrui is our long-term partner. They provide us with an advanced product platform system, which enables us to manage and promote our financial products more effectively, improving product competitiveness and sales.
Xiao Zhicheng
Product Director
The team at Panrui Investment is very creative and enthusiastic, and is able to provide us with the latest technology and ideas based on market changes. We trust their services very much and are very grateful for the value they bring to us.
Chen Jiaqian
Business Consultant
The team at Panrui Investment is very professional and responsible, and is able to promptly resolve any issues and needs we encounter. Their team is very capable and experienced, and we are very optimistic about their services and very supportive of their development.
Jiang Zhongqi
Financial Manager
Panrui Investment has provided us with a smart investment advisory system that enables us to use artificial intelligence and big data analysis to provide our clients with personalized, professional and efficient investment advice and management services.
Wu Yanwen
Investment Advisor
Panrui Investments provides us with a complete customer relationship management system, which enables us to better understand and serve our customers, and improve customer satisfaction and loyalty. We are very satisfied with their services and highly recommend them to other financial institutions.
Cai Haoying
Account Manager
Panrui Investment is our long-term partner. They provide us with an advanced product platform system, which enables us to manage and promote our financial products more effectively, improving product competitiveness and sales.
Xiao Zhicheng
Product Director
The team at Panrui Investment is very creative and enthusiastic, and is able to provide us with the latest technology and ideas based on market changes. We trust their services very much and are very grateful for the value they bring to us.
Chen Jiaqian
Business Consultant
Contact Us
If you are interested in our services, or have any questions or suggestions, please feel free to contact us. Our customer service team will wholeheartedly provide you with the most professional, friendly and timely service. You can contact us in the following ways. We look forward to working with you to provide you with the best financial technology solutions and services.
Address:
Room 128, MBA, Building 22, No. 1-30, Lane 88, Minbei Road, Minhang District, Shanghai