Alpha Robo-Advisor is a smart investing platform that combines artificial intelligence, behavioral finance, and algorithmic models. Its goal is to give investors the most scientific, objective financial advice at the lowest possible information cost.
We believe investing should run on logic, not luck. In volatile financial markets, Alpha doesn't chase short-term hype. Instead, it uses algorithms and long-term asset allocation strategies to help users build wealth steadily and reach financial freedom.
Alpha is more than an investing tool. It's a way of thinking that brings every investment back to fundamentals and reason.
- LINE friends: 23,000+
- Modules used: automated member journeys, OakMega Forms, chatbot interactions, multi-panel rich messages, segmented rich menus
In an age of information overload, every step before the first trade matters
Alpha Robo-Advisor uses powerful AI and modeling to calculate optimal portfolio allocation and rebalancing, aiming to deliver the most solid returns for investors. But before robo-investing can begin, users must provide an account with a designated partner brokerage and complete a three-party agreement. Users without a brokerage account first have to open one at a designated bank. That step was the biggest obstacle before a first trade, and the main reason Alpha came to OakMega.
With OakMega, we can better understand user behavior and reach users effectively. OakMega isn't just a technology provider. It's a partner that understands business processes.
Tags, forms, and automated journeys: an always-on advisor for every user
With OakMega Social CRM's wide range of interactive modules and features, Alpha shares investment knowledge effectively and builds warm customer relationships. At the moments when users might block the account or hesitate, it delivers timely information and reminders, ultimately driving acquisition, engagement, retention, and growth.
The investing journey starts with OakMega's exclusive Forms feature, paired with seamlessly switching rich menus and a chatbot that gradually show users what makes investing worthwhile. As users explore, tags capture their interests by segment, and member journeys turn the whole experience into a fully automated, 24-hour advisory team.
An engaging investor personality quiz built with OakMega's exclusive Forms
Dry risk and investment-preference profiles were reframed as a handful of visual personality-quiz results: "Strategy Optimizer," "High-Risk Chaser," "Wealth Strategist," and "Efficiency Worrier," making people far more willing to take part. Because OakMega Forms syncs tags on answer options directly with the CRM, users are segmented and tagged the moment they finish. Beyond delivering their results, the quiz also gathers users' basic information and investment interests: two wins in one.
Segmented rich menus that get the most out of every piece of information
Three segmented menus on different themes give users comprehensive investment information, helping them understand the product as fully as possible and become convinced. OakMega's rich menus can be divided into a grid of up to 12 x 8 buttons that businesses configure freely, so each menu fits exactly what the business needs.
Alpha's menus include a detailed introduction to robo-investing as well as monthly market and economic trend reports so users can spot the latest opportunities. The service menu also features buttons such as "Try a simulation," "Free seminars," and "Talk to an advisor," letting interested users get help right away and cutting down the time they spend hesitating.
Member journeys across the entire flow: a 24-hour automated advisor
OakMega member journeys provide complete flow, action, and condition modules. Businesses stack them layer by layer to route their customers in fine detail, then automatically tag users, send messages, and take other actions based on each routing outcome. The official account is no longer passive; it becomes an automated, customized workflow.
Alpha carefully routes and categorizes users by source and by their stage in the service application process, so users at every stage and in every situation get the most relevant reminders and help at the right moment, speeding up the whole process.
With Social CRM in place, Alpha Robo-Advisor got 400+ users to fill out its questionnaire and connect with its services within a single month. Through tags and service routing, Alpha can now sort more than 10,000 records into audiences with different investment intentions, offering every audience, and every individual user, the most complete investment plan for their needs.
