Sou Hu Cai Jing·2025-12-13 10:52Core Viewpoint - The conference focused on enhancing the quality of wealth management services in response to the growing number of clients, emphasizing effective client segmentation to provide higher quality services [1][4]. Group 1: Client Segmentation and Services - CITIC Securities is implementing effective client segmentation to cater to a growing client base, aiming to provide higher quality services [1][3]. - For high-net-worth and affluent clients, CITIC Securities offers a "1+1+N" professional service model, leveraging headquarters' capabilities for product configuration [3]. - The majority of clients, particularly those with investment amounts below 500,000 yuan, cannot rely on one-on-one advisory services, prompting CITIC Securities to establish four inclusive centers powered by AI for precise service delivery [3]. Group 2: AI Utilization in Wealth Management - AI is recognized as a crucial tool for enhancing efficiency and professional capabilities in wealth management [3]. - CITIC Securities utilizes the Lingxi platform to assist financial planners in client engagement and opportunity identification, shifting from "people finding business" to "products finding people" [3]. - The Deep Timing investment research platform is employed to help individual and small clients achieve trading equality [3]. Group 3: Conference Themes and Discussions - The conference, a significant annual event by Shanghai Securities News, centered on the theme "New Narratives of the Era, New Future of Wealth," discussing how the wealth management industry can navigate economic cycles and enhance competitiveness while supporting the real economy [4].