AI与财务管理如何融合？这场论坛这么说

Core Insights - The eighth Smart Finance Forum was held in Shanghai, recognizing 10 units with the Best Practice Annual Comprehensive Award and 10 units with the Best Practice Individual Award, highlighting the growing importance of intelligent finance in various sectors [1] - The forum emphasized the transformative impact of generative AI technologies on financial work, urging a shift towards intelligent and digital finance management as a necessity for high-quality development [1] Group 1: Development Directions - The three proposed development directions include: 1. Promoting independent innovation to establish a Chinese intelligent finance knowledge system, enhancing international discourse power [1] 2. Strengthening security awareness to ensure the safety of financial digital transformation and safeguard financial information and national economic security [1] 3. Deepening open cooperation to build an intelligent finance development ecosystem, promoting integration across industry, academia, and research [1] Group 2: Industry Trends - The 2025 China Intelligent Finance Development Report outlines six dimensions: policy, ecology, theory, technology, talent, and application, indicating a comprehensive approach to the industry's growth [2] - Key policies such as the State Council's "AI+" initiative and the revision of the Accounting Law are providing strong guidance for the industry [2] - The emergence of RPA and ChatGPT models marks significant turning points in theoretical research, with a notable increase in related publications [2] Group 3: Research Institute Achievements - Since its establishment in 2018, the research institute has gathered 19 organizations and 525 researchers, focusing on six research directions and producing numerous blue and white papers [3] - In 2026, the institute plans to participate in the "14th Five-Year Plan" formulation, organize evaluations of top information technologies and best practices, and launch a knowledge-sharing platform for intelligent finance [3] - Successful transformation in intelligent finance requires clarity in strategy, effective use of technology, solid data foundations, restructured processes, empowered talent, value focus, and risk control [3]