东方财富首席科学家曹巍:AI将重塑财富管理行业生态,跨行业AI协作有望延伸至养老金融领域

Core Insights - AI is set to reshape the wealth management industry ecosystem by integrating various user signals, basic profiles, operational paths, holdings, trading preferences, and emotional contexts into a continuously evolving cognitive loop, creating a "flywheel effect" where the more users engage, the better the service understands them [1] Group 1 - The integration of AI will lead to a more personalized wealth management experience, transitioning from standardized services to deeply customized long-term companionship models [1] - Cross-industry AI collaboration is expected to extend into the pension finance sector, enabling real-time companionship and dynamic asset allocation through the interaction of medical care and wealth management intelligent agents [1] - The concept of a "personal AI wealth manager" is becoming feasible, indicating a significant shift in how wealth management services will be delivered in the future [1]

EASTMONEY-东方财富首席科学家曹巍:AI将重塑财富管理行业生态,跨行业AI协作有望延伸至养老金融领域 - Reportify