Core Viewpoint - The company is committed to transforming its wealth management business, focusing on a "customer-centric" core strategy to enhance asset appreciation and achieve steady growth in AUM (Assets Under Management) [1] Group 1: Wealth Management Strategy - The company aims to build a digital-driven integrated wealth management ecosystem that combines online and offline services [1] - For mass customers, the company offers inclusive financial services through the "e招投" fund advisory business [1] - For wealth clients, the company focuses on a wealth advisory team and provides selected public and private fund products to meet asset allocation needs [1] - For high-net-worth clients, the company upgrades its customized service plans and offers personalized investment consulting services through exclusive events and interactions with listed companies [1] Group 2: Service Enhancement and Tools - The company implements a tiered empowerment training system and utilizes online service tools such as the "Wealth Management Platform," "Wealth+" mini-program, and corporate WeChat to enhance the capabilities of wealth advisors [1] - The company aims to break geographical limitations for wealth advisors, expanding client service coverage and continuously optimizing service quality and experience [1]
招商证券:公司坚定推进财富管理业务转型