Core Viewpoint - Ping An Bank is upgrading its wealth management services to better serve the public and support the national financial strategy, aiming to redefine "good wealth management" as a reliable means for wealth preservation and growth [2][3]. Group 1: Product and Service Upgrades - Ping An Bank and Ping An Wealth Management launched the "An+Xin Stable and Far-reaching" product brand system, which includes four product series designed to meet diverse customer needs [3]. - The "Anxin" series focuses on cash management, while the "Anwen" series targets absolute return fixed-income products, aiming to be a cornerstone for asset allocation [3]. - The new product system is part of a broader strategy to enhance customer experience and simplify the selection process for wealth management products [3]. Group 2: Market Position and Strategy - As of June this year, Ping An Wealth Management managed assets worth 1.16 trillion yuan and served over 14 million customers, indicating a significant market presence [3]. - The company emphasizes a balanced approach to investment, addressing the "impossible triangle" of return, risk, and liquidity, ensuring that products can withstand market fluctuations [2][3]. - Ping An Bank's commitment to long-term, stable operations is reflected in its focus on customer-centric services and maintaining a strong strategic direction amid market volatility [2][3]. Group 3: Customer-Centric Approach - The bank aims to provide comprehensive financial services, leveraging the strengths of the Ping An Group to offer unique value in both financial and healthcare services [3]. - Ping An Bank has identified five core service advantages: strong capabilities, comprehensive product offerings, warm service, fast transactions, and multiple rights for customers [3]. - The bank's approach is designed to meet the evolving demands of investors, ensuring clarity and confidence in their wealth management choices [3].
守好“钱袋子”!平安银行理财服务升级