Aaron Xie Email and Phone Number

Understanding customer needs, collecting industry competition information such as medical, TMT, recruiting experts, communicating with experts, customers and arranging expert interviews. Collaborate with sales colleagues to complete various information consulting requests for clients such as telephone consulting, road show, strategy meeting, offline meeting, etc. to brokerage institutes and public fund clients.

TMT Industry

• Collect medical and financial industry information, recruit experts, arrange expert interviews, and communicate with experts and customers.• Understand the projects provided by customers, actively explore new expert resources through various channels and inquire about cooperation intentions; follow industry news periodically, gain insights into the medical industry dynamics and their impact on the capital market• Cooperate with front-end and sales to conduct competitive analysis on existing markets, observe PE and PSF user behavior, optimize business cooperation processes, and track competitors. Multiproject management to maintain customer satisfaction and strengthen customer stickiness.-Capvision is a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions.-Our goal is to provide clients with the necessary tools to gain the right insights for their research objectives. To achieve this, we conduct expert interviews, industry research, business consulting, marketing surveys, and in-person/remote conferences.-With over 10 years of industry experience, Capvision is able to help clients achieve their goals.

The list of designated institutions for budget performance management of Shanghai Finance Bureau; Governing unit of Shanghai Performance Evaluation Industry Association; To provide advisory services of think tanks for national public institutions;上海市财政局预算绩效管理定点机构库入围单位；上海市绩效评价行业协会理事单位；面向国家公共机构，提供智库咨询服务；• Participated in many performance management projects of government budget direction, visited,investigated, collected and analyzed the data and issued performance evaluation report and establishedlong-effect management mechanism.• Docked directly with Grid Center and CIC, organized the communication and participated in leadingmanagement discussions and consultation meetings, investigated to get the related materials and data, finishedquestionnaire analysis, and wrote the reports independently and finished the project on time