数字化转型重在“转” 智能化是下阶段方向
Zheng Quan Shi Bao·2025-10-15 18:19

Core Insights - The focus of digital transformation in the securities industry is on "transformation" rather than just "digitalization" [1] - Challenges in digital transformation include time lags between technology iteration and business response, data silos, balancing compliance with innovation, and adapting talent supply to business needs [1][2] - CITIC Securities has developed a "3+1" methodology for digital transformation, focusing on customers, products, employees, and a large-scale digital operation [1] Implementation Strategies - The company emphasizes the "Four Alls" principle: record everything, analyze everything, measure everything, and improve everything, creating a continuous improvement loop [2] - Efforts in standardization and data governance include establishing standardized management, technical implementation, and evaluation metrics [2] - The rise of AI presents new opportunities for digital transformation, with successful digitalization laying the groundwork for intelligent development [2]