北京线下活动邀请 | 重构价值链:AI、数据工具与财富管理的未来式
Refinitiv路孚特·2025-11-18 06:10

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 be held on December 5, 2025, in Beijing, providing a platform for industry elites to share experiences and explore collaboration opportunities [2] - The agenda includes registration, opening remarks, keynote speeches on the role of AI in financial digital transformation, and a discussion among industry leaders, followed by a Q&A session and a self-service lunch [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 leading market 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 for investment ideas, and market outlooks [11] Expertise and Coverage - LSEG provides unparalleled data coverage and workflow-centric solutions for the wealth management community, supported by over 700 dedicated employees with more than 30 years of experience and over 50 global partners [13]