基金代销机构，思路变了！

Core Insights - The company is adjusting its strategy by increasing investment in private equity business and focusing on institutional clients capable of purchasing equity products [1][2] Group 1: Strategic Changes - Fund distribution agencies are unanimously recognizing the need to increase human, financial, and material resources in the sales of equity products [2] - The recent regulatory changes, including the fee rate reform, highlight the importance of equity product layout, with lower sales fee reductions for funds with higher equity content [2] - The focus is shifting towards high-net-worth clients who can invest in mixed equity funds, with sales teams actively engaging with various banking institutions for business expansion [2] Group 2: Private Equity Focus - Private equity sales are becoming a significant direction for fund distribution companies, especially for those that previously concentrated on public offerings [2] - Companies are encouraged to explore additional business lines to adapt to the fee reform's impact [2] Group 3: Customer Engagement Strategies - Some sales companies that previously focused on B2B are now exploring models to reach C-end customers, utilizing partnerships with licensed institutions [3] - The "B to B to C" model is being adopted to connect with C-end clients through various platforms [3] Group 4: Enhancing User Experience - There is a growing recognition among distribution agencies that improving user service experience is crucial in a competitive market [4] - Innovative service offerings, such as the introduction of a new rights system based on "investment duration," are being implemented [4] - The use of AI to enhance service levels is becoming a key practice among sales institutions [4] Group 5: Industry Developments - The launch of the Fund Investor Direct Sales Platform (FISP) is seen as a potential turning point for the industry, allowing fund companies to focus on building their direct sales systems [5] - The establishment of the FISP platform is expected to reduce information asymmetry and encourage smaller distribution agencies to improve their service capabilities [5]