Founder Securities(SH:601901) Xin Lang Cai Jing·2026-01-16 01:24Core Insights - The 2026 Global and China Capital Market Outlook Forum highlighted the new logic of wealth in the AI era and the future of capital markets [1][6] - Recent market recovery is seen as a stress test for wealth management institutions' "customer insight capabilities" and "agile service response systems" [1][6] - A fundamental shift from "reactive response" to "proactive accompaniment" and "preemptive prediction" in service methods is essential for building sustainable service advantages [1][6] Company Insights - Founder Securities' core advantage in wealth management lies in its investment advisory business, which has consistently ranked among the industry leaders [1][6] - The company has established a comprehensive customer communication system covering all stages: pre-investment, during investment, and post-investment [1][6] - The company emphasizes personalized service, offering advanced allocation advice for high-risk clients and profit-taking strategy guidance for conservative clients [1][6] Industry Trends - The wealth management sector is actively advancing technology empowerment to create a complete logical chain from customer insight to agile service [2][6] - The integration of digital tools and AI applications in research support, investment advisory, operational management, and customer service aims to achieve a "four-in-one" approach [2][6] - The industry is shifting from passive responses to proactive accompaniment and intelligent prediction, focusing on deepening customer understanding and enhancing service timeliness and personalization [7]