固根基·创价值·利长远——深圳公募基金高质量发展在行动 | 腾安基金：以信立基 向实而行

Core Viewpoint - The article emphasizes the importance of high-quality development in the public fund industry, highlighting the responsibility of fund sales institutions to align with the financing needs of the real economy and the wealth expectations of millions of investors [1] Group 1: Product Empowerment - The company adheres to the principle of selecting excellent products, matching them with suitable investors, and helping investors maintain their investments, establishing a three-dimensional evaluation system focused on long-term performance stability, sustainable research capabilities, and effective compliance risk control [2] - The company has introduced over 10,000 products to meet diverse investment needs and risk preferences, creating a complete product spectrum from low-risk to high-risk options, while promoting theme products aligned with national development strategies [2] - Since 2019, the company has reduced the subscription fee rate for all platform fund products to 10%, significantly lowering costs for investors [3] Group 2: Service Upgrade - The company shifts from a sales-driven approach to a deep companionship model, focusing on long-term investor interests by reforming internal assessment systems and building a comprehensive companionship framework [4] - The company utilizes big data and risk assessment tools to provide tailored services, helping over 10 million elderly clients avoid potential mismatches in investment risk [4] - Post-investment, the company engages clients through interactive tools and educational content, resulting in a 68% increase in average holding days for bond fund clients and a 48% increase in average holding returns [4] Group 3: Technology-Driven - The company integrates technology innovation as a core driver for service upgrades, leveraging Tencent's ecosystem and advanced algorithms to create an efficient and secure wealth management service system [6] - The company has achieved a 60% simplification in the onboarding process, allowing investors to complete account setup and initial subscriptions in just three minutes [6] - The company has developed an AI financial assistant that significantly improves response times for common inquiries, enhancing service efficiency [7] Group 4: Industry Collaboration - The company promotes a collaborative approach within the industry, working with over 100 asset management institutions to shift from scale competition to building a healthy ecosystem [8] - It has established deep partnerships with 18 leading fund companies to create a "Long-Term Fund Pool" and a shared information platform for better service delivery [8] - The company has implemented reverse sales strategies to guide investors in making informed decisions during market downturns, resulting in significant profits for many investors [8] Group 5: Future Focus - The company aims to continue its low-fee strategy, expand floating rate product offerings, and cultivate professionals with both financial expertise and customer service skills [9] - The core goal is to become a trusted "financial assistant" for investors, focusing on compliance, professionalism, and inclusivity in wealth management [9] - The company is committed to exploring various financial innovations, including inclusive finance, technology finance, and green finance, to fulfill its mission in the high-quality development of the industry [9]