如何获得投资者信任?国泰海通宋心磊:把客户当朋友是关键因素
Xin Lang Zheng Quan·2026-01-15 09:52

Core Viewpoint - The traditional "people-intensive" strategy of brokerage firms is outdated, and the future will see widespread application of intelligent agents to enhance service capabilities and efficiency [1][3]. Group 1: Intelligent Agents in Brokerage Firms - Brokerage firms should develop several intelligent agents based on their capabilities to consolidate stable service output [3]. - These intelligent agents can interface with wearable devices and internet platform agents to extend the brokerage's mature service capabilities to a broader range of investors [3]. - The company is cautious about investments but is willing to "boldly experiment" with intelligent systems [3]. Group 2: Efficiency Improvements through AI - AI has revolutionized the production of market analysis short videos, reducing the time required from several hours to just minutes [3]. - The new digital human system allows for the rapid generation of content, enabling multiple videos to be produced simultaneously, resulting in efficiency improvements of dozens to hundreds of times [3]. Group 3: Building Investor Trust - Gaining investor trust is likened to "making friends," emphasizing the importance of stable, continuous, and warm service [4]. - Service output must remain consistent, providing timely assistance when needed and maintaining appropriate distance when not [4]. - AI can be trained to improve emotional interaction and stability through ongoing optimization and feedback, akin to employee development [4].

Guotai Haitong Securities-如何获得投资者信任?国泰海通宋心磊:把客户当朋友是关键因素 - Reportify