"保障金融权益 助力美好生活"，2025年"金融教育宣传周"活动全面开启。平安产险上海分公司全面贯 彻落实党的二十大和二十届二中、三中全会精神及中央经济工作会议、中央金融工作会议部署，深刻把 握金融工作的政治性、人民性，在国家金融监督管理总局上海监管局的指导下，成立以总经理为组长的 统筹行动组，精心组织全体党员、员工开展形式多样、内容丰富的主题活动。通过讲好金融为民故 事、"风险提示送上门"系列公益行动、规范营销行为等方式，积极服务社会民生，切实满足人民群众对 美好生活的金融需求。 金融教育宣传周期间，平安产险上海分公司将策划推出"为民办实事"主题宣传活动，通过拍摄系列视 频，讲述理赔员、志愿者等一线员工的先进事迹，生动展现金融工作者如何通过实际行动增强人民群众 的获得感和幸福感，向公众传递金融正能量。 风险提示送上门，打通金融教育"最后一公里" 为深化金融消费者教育，平安产险上海分公司将组织开展"风险提示送上门"系列公益行动，下沉教育宣 传重心，围绕金融消费者八项基本权利、"三适当"原则等群众日常生活涉及的金融知识，将金融知识送 至家家户户。 近日，在国家金融监督管理总局上海监管局、上海市市场监督管理局指导 ...

金融安全是维护金融消费者权益的第一道防线，更是社会稳定发展的坚实基础。近年来，随着金融产品日趋复 杂、诈骗手段不断翻新，提升公众金融素养和风险防范能力已成为金融机构的重要社会责任。 2025年"金融消费者权益保护教育宣传周"期间，中国建设银行深圳市分行（以下简称"深圳建行"）以"保障金 融权益 助力美好生活"为核心主题，充分发挥金融机构专业优势，创新构建线上线下全覆盖、多场景深融合、 重点群体精准触达的"陆空一体"金融教育传播体系，将金融知识送进社区、企业、校园与交通枢纽，切实提升 广大群众的金融素养与风险防范能力，助力市民筑牢金融安全"防火墙"。 构建"陆空一体"传播网：线上线下全覆盖提升金融素养 传统的单向灌输式教育已难以适应当前金融知识普及的需求，为此，该行创新推出多种沉浸式教育活动，让金 融知识在互动体验中入脑入心。 举办"理财三适当原则"大讲堂是该行的宣传周的活动之一。活动邀请行业专家现场解读适当性原则，通过"知 识传导+案例情景模拟"的形式，帮助社会大众树立正确的投资理念。参与活动的市民纷纷表示，通过情景模 拟真正理解了风险匹配的重要性，对选择投资产品很有帮助。 针对老年群体，该行特别设计了"银龄 ...

Core Viewpoint - The financial education campaign led by the National Financial Regulatory Administration aims to enhance financial literacy and protect consumer rights, with BoHai Bank actively participating in various educational activities across the country [1] Group 1: New Quality and Effectiveness - BoHai Bank has innovatively engaged in campus education by collaborating with local education departments and police to deliver financial knowledge to students during the back-to-school season [2] - The bank's branches in different cities have organized various anti-fraud educational activities targeting college students, emphasizing the importance of financial safety [4] Group 2: Establishing New Standards - BoHai Bank focuses on consumer concerns by developing a multi-functional financial consumer protection service model, which includes financial education, risk warnings, and dispute resolution [4][6] - The bank has published two series of consumer rights protection case compilations, analyzing real-life scenarios such as credit repair and fraud, to raise awareness among financial consumers [6] Group 3: Innovative Communication Methods - The bank has utilized local dialects and regional characteristics in its promotional videos to effectively communicate consumer protection knowledge, enhancing relatability and understanding [7] - A light show at the bank's headquarters during the financial education week showcased its commitment to social responsibility [7] Group 4: New Tools for Engagement - BoHai Bank is leveraging AI technology to reshape consumer rights protection, implementing AI in online financial education and creating themed short videos that connect consumer protection concepts with historical narratives [8][10] - The introduction of an AI-powered assistant, "Financial Knowledge Officer Xiao Bo," aims to provide interactive financial education and support through natural language processing and risk scenario simulations [10] Group 5: Future Commitment - BoHai Bank plans to continue enhancing its financial education mechanisms and innovate its outreach methods to improve public satisfaction and security in financial services [10]

深圳建行走进龙华区晚晴苑养护院开展2025年金融教育宣传周工作。 深圳建行金融教育宣传市集活动现场。 在深圳这座充满创新活力与前沿探索的都市，金融的浪潮奔涌不息。这里的每一次技术迭代、每一次模 式革新，都与千万市民的美好生活息息相关。在此背景下，"金融消费者权益保护"已不再是一个被动的 监管命题，而是演变为一场关乎城市金融生态与社会信任的主动构建。作为服务特区的国有大行，中国 建设银行深圳市分行正以"大消保"理念为核心，践行"金融为民"初心，为这座城市书写一份体系宏大、 内涵丰富的时代答卷。 科技与战略"双轮驱动" 筑牢安全基石激发市场活力 "消保"工作的意义，远不止于防范风险，更在于通过构建安全的金融环境，为经济社会的高质量发展注 入强大动能。深圳建行将消保工作置于战略高度，以科技为盾，以战略为帆，开创了价值引领的新格 局。 这道"安全防线"的硬核实力，首先体现在科技赋能上。最近，客户肖女士遭遇钓鱼网站诈骗，正当她准 备将20万元转入风险账户的千钧一发之际，建行的智慧风控系统精准识别并果断触发拦截，资金被紧急 冻结。这并非孤例。这套被誉为"风控大脑"的系统，整合了AI与大数据技术，集事前防范、事中监控、 事 ...

活动期间，人保寿险临沂中支总经理率先垂范，带领员工走进商圈开展主题宣传。围绕群众最关心、最关注的金融热点问题，宣传团队精准普及 金融知识、提示消费风险，重点聚焦理性消费观念引导、个人信息安全保护、支付结算安全防范、反假货币技巧传授、非法金融广告识别、"非 法代理退保理赔"骗局拆解及依法维权路径解读等核心内容，用接地气的讲解化解金融知识壁垒。 在"总经理接待日"活动中，总经理亲自坐班接待来访客户，将"金融为民办实事"落到实处。面对客户提出的疑难问题，他耐心倾听、细致回应， 以通俗直白的语言面对面普及金融保险知识，针对性提示风险隐患，引导客户强化风险防范意识，切实守护自身财产安全，用真诚服务赢得客户 认可。 此次宣传活动，是人保寿险临沂中支践行金融为民理念的生动实践。公司始终坚守"以人民为中心"的价值取向，秉承"守信重诺 人保同行"的消保 文化理念，推动金融消保工作下沉基层、贴近民生、融入场景，以精准服务切实解决金融消费者的急难愁盼问题，用实际行动筑牢金融消费者权 益保护屏障。 为扎实提升全民金融素养，筑牢金融消费者风险防范防线，人保寿险临沂中支公司以"金融教育宣传周"为重要契机，深化"高管带头抓消保"工作 机制 ...

在金融知识教育宣传月的大背景下，人保寿险泰安中支以此次社区宣传为实践载体，生动诠释了"人民保险、服务人民"的使命。活动 如同播撒的火种，既点燃了群众主动学习金融知识的热情，更有效提升了社区居民的金融素养与风险防范能力，为当地金融环境的健 康发展注入新活力。 下一步，人保寿险泰安中支将以本次活动为契机，持续深化金融消费者权益保护工作：一方面大力弘扬中国特色金融文化，强化全员 及公众的消保理念；另一方面推动金融教育普及常态化，创新活动形式、拓宽覆盖范围。同时，公司将牢固树立"服务优先"理念，不 断提升保险保障能力与服务水平，以扎实行动为建设和谐稳定的金融环境贡献人保力量。 活动选址社区党员活动室，依托这一贴近群众的阵地，人保寿险泰安中支工作人员迅速搭建起互动交流平台。现场，工作人员热情向 居民递发宣传资料，内容涵盖金融消费者八项权益解读、非法集资风险警示、"银发族" 金融权益守护等核心内容。针对群众关心的金 融安全问题，工作人员重点聚焦金融诈骗防范，不仅系统列举电话诈骗、网络诈骗、非法集资等常见犯罪手段，更结合案例拆解识别 技巧与应对方法，帮助居民构建"识骗、防骗、拒骗"的认知防线。对于群众提出的疑问，工作人员逐 ...

"收到可疑短信怎么办？""怎么辨别正规理财渠道？"近日，在沈阳的一所老年大学里，面对老年学员的 踊跃提问，民生银行（600016）沈阳长江街支行工作人员对防骗技巧和金融安全知识作了细致的宣讲， 以提升老年人群的金融素养。 前不久，一面印着"尽职尽责，为民护航"的锦旗被送到民生银行南京梅园街道社区支行。送来锦旗的程 阿姨紧紧握住社区经理章梅的手，连声道谢说："多亏了小章，我一辈子的养老钱才得以保住！"这温暖 的一幕，源于一场与诈骗分子的"时间赛跑"。 金融消费者权益保护，是维护金融稳定、促进社会和谐的重要环节。在2025年9月金融教育宣传周期 间，国家金融监管总局等三部门联合部署的金融教育宣传工作在各地扎实推进。作为国内系统重要性银 行，民生银行积极践行"服务大众，情系民生"的企业使命，构建起多层次、全覆盖的消费者权益保护体 系。 从守护银发群体的养老钱袋子，到科技赋能反诈联防联控，再到传统文化赋能的金融教育新模式，民生 银行坚持将消保工作融入经营全流程，用实际行动筑牢金融安全防线，为人民群众的美好生活保驾护 航。近期，民生银行在全国开展精准宣教和智能防控，将消保服务融入群众生活的点点滴滴，为维护金 融安全、提 ...

Core Viewpoint - Trust companies are enhancing consumer financial education and protection efforts, transitioning from periodic promotions to ongoing services, fostering consumer trust and understanding of trust products [1][5][15] Group 1: Consumer Expectations - Consumers expect sincerity, professionalism, and partnership from financial institutions, emphasizing the need for realistic and responsible product introductions [4][20] - Trust companies should actively engage in investor education and communication regarding macroeconomic trends and market dynamics [6][11] Group 2: Industry Initiatives - During the 2025 China International Service Trade Fair, China Foreign Trade Trust effectively engaged the audience through interactive activities to promote trust knowledge [3][9] - Trust companies are increasingly utilizing innovative methods, such as technology-driven educational tools, to enhance public understanding of trust services [9][14] Group 3: Consumer Insights - Long-term trust investors express a preference for stable, low-risk products, with a focus on wealth preservation and retirement planning [10][12][20] - Some consumers appreciate trust companies that prioritize education from a buyer's perspective, respecting their risk preferences while offering diverse product options [12][21] Group 4: Industry Responsibility - Trust companies must build public trust to ensure long-term development, recognizing that every interaction with consumers carries significant responsibility [15][18] - The industry faces the challenge of improving public understanding of trust mechanisms and their applications in wealth management and philanthropy [17][21]

Group 1 - Financial consumers are crucial participants in the financial market and play a significant role in promoting high-quality financial development, emphasizing the importance of respecting, serving, and protecting consumers [1] - The financial consumer protection framework in China is rapidly evolving, with a focus on enhancing the protection of consumers' legal rights [1] - The trust industry is actively participating in the "big consumer protection" initiative by improving risk control and service mechanisms to safeguard consumers' financial interests [1] Group 2 - Financial education is fundamental for consumer protection, enhancing self-protection capabilities, and promoting healthy industry development [2] - Trust companies are adopting diverse communication methods, such as internet and video platforms, to raise awareness about illegal financial practices and expand the reach of financial education [2] - Initiatives like community financial service consultation stations and themed promotional activities aim to make financial knowledge more accessible and relatable to the public [2] Group 3 - Trust companies are focusing on integrating consumer rights protection with their operational management and business processes, actively listening to customer needs and resolving financial disputes [3] - Effective communication and dispute resolution mechanisms are being established, with companies like Xiamen International Trust recognized for their proactive approach in managing consumer complaints [4] - The emphasis is on prevention, mediation, and grassroots engagement to resolve conflicts promptly, supported by regulatory bodies and industry organizations [4] Group 4 - The China Trust Industry Association is enhancing consumer protection practices through improved mechanisms, increased public awareness, cultural development, and diversified dispute resolution [5] - The association's efforts aim to create a comprehensive consumer protection system that is efficient, considerate, and closely aligned with consumer needs [5]

近日，国家金融监督管理总局修订发布《金融机构消费者权益保护监管评价办法》(以下简称《办 法》)，将金融租赁公司纳入评价范围。 《办法》的发布针对什么样的金融租赁公司？在业内人士看来，这一政策并非覆盖所有金融租赁公司， 而是精准聚焦特定业务领域，为行业消费者权益保护划定清晰边界，也为相关企业指明规范方向。 "此前，金融租赁行业缺乏统一的、量化的消保行为规范标准，《办法》将金融租赁公司纳入评价范 围，提供了清晰的行动指南，引导金融租赁公司充分发挥'融资+融物'的特色优势，回归本源，推动金 融租赁行业更加专业、规范、可持续发展。"华融金租相关负责人分析认为。 合规开展业务消保工作落到实处 接受记者采访的业内人士普遍认为，此次政策调整有利于推动金融租赁行业向更高质量方向迈进。 "不能只做'纸上合规'，必须把消保要求融入业务全流程。"一位业内人士说。记者注意到，涉及相关业 务的金融租赁公司已开始积极探索落地方案。 政策精准覆盖聚焦个人与中小微业务 金融租赁公司为何会涉及消费者权益保护？ 《金融时报》记者注意到，《办法》第三条明确评价对象为"在中华人民共和国境内依法设立、由金融 监管总局及其派出机构依法监管的向消费者提供 ...