2025财富证券数智化年度生态年会在北京成功举行
Zheng Quan Shi Bao·2025-10-15 18:03

Core Insights - The digital transformation of the securities industry is essential for survival and development, serving as a key driver for improving service efficiency, enhancing risk management, and innovating business models [1][2] - Future development in wealth management within the securities industry hinges on four key aspects: maintaining a customer-centric approach, embracing financial technology, fostering internal and external collaboration, and adhering to compliance to ensure stable business growth [1] - The collaboration between fund companies and securities firms is crucial for connecting the real economy with household wealth, with a focus on promoting quality tools like ETFs to support investor wealth growth and stabilize the capital market [1] Industry Developments - Key executives from major securities firms discussed strategies for integrating financial technology and adapting to changes brought by AI during the conference [2] - Suggestions were made on how securities firms can effectively transition to wealth management and enhance the preservation and appreciation of residents' wealth [2] - A roundtable forum featured discussions on the practical implementation of financial models in securities business, collaborative channel strategies, and innovations in buyer advisory services [2] Awards and Recognition - The event included the presentation of the "2025 China Securities Industry Digital Practice Jun Ding Award" and the "2025 China Securities Industry Wealth Brokerage Jun Ding Award" [2]