投保工作如何走深走实？公募大厂经验来了

Core Viewpoint - The increasing demand for wealth management among residents highlights the importance of investor services in the public fund industry as a core approach to practicing inclusive finance [1] Group 1: Innovative Investor Education - ICBC Credit Suisse Asset Management has developed a new immersive escape room experience called "Collect 'Box'" to engage younger audiences in financial risk prevention education [2] - The escape room features five themed areas where players must solve clues related to financial scams and emergency contacts, thereby enhancing their financial literacy in a fun way [2] Group 2: Systematic Layout of Investor Education - The investor education efforts of ICBC Credit Suisse are supported by a solid institutional framework and long-term planning, having established a provincial investor education base in 2017 and upgraded to a national base in 2020 [3] - The company has integrated investor education into its strategic goals and established an Investor Protection Committee, creating a comprehensive system from institutional design to personnel allocation [3] - The dedicated investor education brand "Touzhili" has been created to promote a long-term, diversified, and multi-dimensional investor protection framework, transitioning from sporadic activities to regular services [3] Group 3: Focus on Pension Education - ICBC Credit Suisse has aligned its investor education initiatives with pension finance, launching the "Evening Pick-up Pavilion" at the Service Trade Fair in collaboration with the Industrial and Commercial Bank of China [5] - This initiative aims to educate investors on personal pension planning and pension financial products, addressing the urgent need for retirement wealth management and promoting the development of pension asset management [5] - The company views public funds as a vital vehicle for inclusive finance, emphasizing the importance of investor rights protection for maintaining industry reputation and promoting social equity [5] Group 4: Overall Impact - Through innovative approaches like the escape room and a focus on pension education, ICBC Credit Suisse is committed to deepening investor education and contributing to the stability of the financial market [6]