Core Insights - The wealth management industry is undergoing unprecedented transformation due to the rapid development of artificial intelligence and digital technologies, reshaping the competitive landscape through smart advisory, big data analysis, customer service, and risk management [1] Event Details - The event titled "Reconstructing the Value Chain: The Future of AI, Data Tools, and Wealth Management" will take place on December 5, 2025, in Beijing, providing a platform for industry elites to share experiences and explore collaboration opportunities [2] - The agenda includes a keynote speech on the core role of AI in financial digital transformation, a presentation on LSEG wealth data solutions, a dialogue among industry elites, and a Q&A session [2] Wealth Management Solutions - LSEG offers market-leading data, powerful digital tools, and actionable insights that empower wealth advisors and investors to make confident decisions [6] - The wealth management workflow solutions provide insightful digital tools and features that help advisors access information in real-time, enhancing their efficiency [8] - The wealth data solutions are flexible and intuitive, offering market-leading data, advanced analytics, and a customer-centric experience [9] Investor Experience - Recent research highlights five ways to attract investors and build competitive advantages, focusing on the data, insights, and digital experiences that investors require, including digital assets, index strategies, social media investment ideas, and market outlooks [11]
北京线下活动邀请 | 重构价值链：AI、数据工具与财顾管理的未来式
Refinitiv路孚特·2025-11-11 06:03