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China鈥檚 First 鈥淚ndependent Third-Party鈥 Financial Planning Institution

China鈥檚 First 鈥淚ndependent Third-Party鈥 Financial Planning Institution


Noah is a leading wealth management service provider focusing on distributing wealth management products to the high net worth population in China. They are also equipped with asset management services capability, managing its own fund of funds and real estate fund products. They believe their asset management business complements their wealth management business and enables them to provide customized solutions to their clients.


Noah use data warehouse together with the Sales Cloud gives deep insights into customers' needs, delivering solutions and packages that are tailor-made for people's individual lifestyles. Noah attributes its success largely to an ability to change rapidly to meet customers' evolving needs. The Service Cloud helps Noah to deliver exceptional and consistent service to every customer.