Ren Min Wang·2025-07-16 10:25Core Viewpoint - The article highlights the comprehensive efforts of CITIC Bank Shenzhen Branch in enhancing the pension financial services, particularly through the "Happiness+" brand, to support the aging population in Shenzhen as the city celebrates its 45th anniversary as an economic special zone [1][2]. Group 1: Pension Financial Services Development - CITIC Bank Shenzhen Branch has opened over 100,000 personal pension accounts, significantly improving the coverage rate of the third pillar of pension [1]. - Since 2024, the branch has organized over 600 pension financial theme activities, contributing to the high-quality development of the pension industry and enhancing the well-being of residents [1]. Group 2: "Six Ones" Service System - The bank has established a "Six Ones" service system, which includes "one account, one ledger, one set of products, one set of services, one team, and one platform," to simplify pension planning for clients [2]. - The intelligent "pension ledger" and "asset planning system" are key digital tools that support this service model, allowing for comprehensive pension solutions tailored to client needs [2]. - Approximately 10,000 clients have received professional pension planning reports through this system, helping families build a solid financial foundation [2]. Group 3: Comprehensive "Age-Friendly" Ecosystem - CITIC Bank Shenzhen Branch focuses on building a professional team for pension financial services, ensuring 100% coverage of pension policy knowledge among employees through training programs [3]. - The branch has implemented "age-friendly" renovations in its service outlets, equipping them with necessary facilities and creating spaces that cater to the needs of elderly clients [3]. - The digital platform supports intelligent systems for account management and planning, enhancing the overall service experience [3]. Group 4: Community and Industry Integration - The bank actively engages in community service, conducting various activities such as financial fraud awareness sessions for the elderly and organizing immersive experiences in pension communities [4]. - CITIC Bank provides comprehensive credit support to medical and rehabilitation institutions in Shenzhen, facilitating the stable development of the industry [5]. - The bank has introduced an integrated trust pension service that combines banking, insurance, trust, and industry, addressing key client needs for professional fund management and wealth transfer [6].