北京地区的资管行业展现出强大的集聚效应和稳健的发展势头。截至2024年末，北京地区各类资管机构的管理规模已接近50万亿元，在全国总规模中的 占比接近30%，充分彰显了其在全国资管版图中的核心地位。北京汇聚了三千三百余家各类型资管机构，其中，全国近三分之一的银行理财子公司、二分之 一的保险资管机构以及四分之一的公募基金管理公司均位于此。 朱民在演讲中指出，"特朗普冲击"加大了世界面临的不确定性，最重要的是要理解我们正处在一个巨大变化的时代，并不是生活在一个简单的经济社 会，非经济因素越来越成为世界的主要风险，不能再用以前单纯的经济学思维方式来看这个世界，要转变思维方式，看到世界格局变化的长期性、艰巨性和 波动性，从而找到自己的未来，找到资管行业的未来。 高向阳表示，资产管理行业连接广大投资者的财富需求与实体经济的融资需求，是我国现代金融体系的重要组成部分。当前，我国资产管理行业正处于 高质量发展的关键阶段，北京作为国家金融管理中心，其资管行业的发展态势、创新实践与未来走向，不仅关乎首都经济的高质量发展，更对全国资管行业 有着重要的风向标意义。希望通过这份报告，系统梳理发展现状，深入剖析行业生态，提炼首都特色优势 ...

转自：新华财经 此次活动是浙商银行合肥分行践行"金融为民"初心的生动实践。未来，该行将以"特色金融服务站"为支点、"金融知识漫游巴"为纽带，持续创新服务模式， 全力打造群众"放心、安心、贴心"的金融服务品牌，为安徽金融业高质量发展注入更多力量。（周雅岗） 编辑：赵鼎 2025年9月，浙商银行合肥分行举办的"特色金融服务站"授牌仪式暨"金融知识漫游巴"活动启航。安徽省银行业协会专职副会长杨峻松、浙商银行合肥分行 党委书记兼行长徐凯等出席，共同见证这一重要时刻。 作为该行深化"金融为民"理念的创新载体，"特色金融服务站"将金融消费者权益保护深度融入日常服务。徐凯在致辞中表示，合肥分行始终践行金融工作的 政治性与人民性，通过开展金融知识普及活动，切实解决群众"急难愁盼"，助力公众提升风险防范意识。杨峻松在讲话中指出，合肥分行以"特色金融服务 站"为抓手，推动金融知识普及与消费者权益保护工作走深走实，充分彰显了高度的政治自觉与行业担当。活动现场，杨峻松与徐凯共同为"特色金融服务站 ——瑶海支行"授牌。 授牌仪式后，嘉宾移步广场启动"金融知识漫游巴"发车仪式。据悉，这辆"漫游巴"将化身"流动金融宣传站"，深入社区、商圈 ...

Core Viewpoint - The Shanghai Financial Regulatory Bureau is leading the 2025 Shanghai Financial Education Promotion Week to enhance public awareness and understanding of financial rights and safety, aligning with national policies and focusing on people's well-being [1][2]. Group 1: Event Overview - The launch ceremony for the 2025 Shanghai Financial Education Promotion Week took place on September 15, 2025, with participation from over 100 financial institutions and citizens, emphasizing the theme "Protecting Financial Rights, Supporting a Better Life" [2]. - The event featured various activities, including financial knowledge presentations, educational performances, and a financial knowledge market with over 30 financial institutions engaging the public through interactive games and displays [3]. Group 2: Risk Awareness and Education - During the financial education week, a "Risk Awareness Delivery" initiative was implemented, aiming to disseminate financial knowledge and fraud prevention tips to every household in Shanghai through diverse channels and formats [4]. - Activities included financial knowledge markets in parks, community lectures on fraud prevention, online quizzes, and risk awareness videos in public spaces, integrating financial education with local culture and daily life [4]. Group 3: Consumer Protection Initiatives - The Shanghai Financial Regulatory Bureau has been focusing on consumer protection by establishing a regular mechanism for financial services that benefit the public, addressing issues such as improper sales practices and enhancing services for the elderly [5]. - Initiatives include the cleanup of "sleeping policies" and "dormant accounts," as well as the introduction of tailored financial products like "Huibao" and "Hujia" to promote inclusive finance [5]. Group 4: Dispute Resolution Mechanisms - The Shanghai Banking and Insurance Dispute Mediation Center has seen a significant increase in cases, handling 32,857 disputes in the first half of 2025, a 102.38% year-on-year increase, and successfully mediating 22,069 cases [6]. - A new structure with one center and ten branches has been established to facilitate efficient consumer dispute resolution, with a total of 7,770 cases processed since the branch's inception [7].

Core Viewpoint - The company is committed to enhancing public financial literacy and protecting consumer rights through a series of initiatives, including the "2025 Financial Education Promotion Week" scheduled for September 15-21, 2025 [1] Group 1: Digital Empowerment and Service Efficiency - The company is integrating digital innovation to enhance service processes, improving efficiency from insurance application to claims processing [2] - New digital marketing projects, such as the "E-Partner" app and customer management mini-program, are designed to provide customized services throughout the customer lifecycle [2] - The introduction of AI technologies, including NLP and OCR, aims to streamline underwriting processes and improve claim handling, allowing customers to manage claims via WeChat [2] Group 2: Product Diversification - The company is expanding its product offerings to include new insurance products focused on health and retirement, while also upgrading existing services to meet diverse customer needs [3] Group 3: Customer-Centric Service Initiatives - The company is implementing ten special measures during the financial education week, including expedited underwriting policies and enhanced customer service initiatives [4] - Innovations in underwriting and policy management are designed to reduce customer burdens and improve service efficiency, such as remote signing services and optimized loan processes [4] Group 4: Financial Knowledge Promotion - The company has developed a "Five Hearts" service education matrix to address the varying financial knowledge needs of different consumer groups, utilizing engaging formats like animations and games [5] - The focus is on making financial knowledge accessible and practical, ensuring consumers can understand and apply financial concepts effectively [5] - The company emphasizes a people-centered approach in its operations, aiming to protect consumer rights and contribute to a healthy financial ecosystem [5]

当闽西的秋风掠过古田会议旧址的红砖墙，一场特殊的"物资交接"正在古田镇卫生院上演——9月10 日，平安产险龙岩中心支公司向古田镇人民政府捐赠了价值3万元的医疗设备，包括AED自动除颤仪、 血压测量仪器、居民服务小药箱等。这批物资将有效完善基层医疗设施，为村民日常健康监测和突发状 况急救提供有力保障。 与此同时，平安产险龙岩中心支公司志愿者还带来了金融防诈小课堂，以案说法，向村民生动普及反诈 防骗技能，守护好百姓的"钱袋子"。 这天，这场以"筑牢党建基础，服务乡村振兴"为宗旨的医疗健康下乡百村巡回行动，让革命老区的人民 进一步触摸到"金融为民"的温度。平安产险龙岩中心支公司也将带着五篇金融大文章的"民生密码"，持 续在闽西这方红色热土上书写平安守护答卷。 (李静、阙秀芬) 送硬件设备，更送实用技能。当天，平安产险龙岩中心支公司还特邀医疗专家为村民和镇卫生院医护人 员开展应急救护培训，详细讲解AED 使用方法、心肺复苏操作步骤等实用技能，并通过现场演示，让 大家在互动中掌握要领。这不仅提升了基层应急救护能力，也为守护群众生命安全增添了"护身符"。 ...

针对枣庄市60岁以上老年人的现状，我司打造硬件适老化：全市6个柜面完成无障碍改造，增设轮椅通 道、急救药箱、老花镜及方言服务台。 三、反诈诚信双推进：筑牢金融安全"防火墙" 平安人寿枣庄中心支公司将"加强反诈宣传，弘扬诚信文化"融入日常：在快递网点、菜市场发放反诈宣 传扇子。 未来，平安人寿枣庄中心支公司将持续深化"金融为民"实践，让服务既有速度更有温度！ 反诈护养老钱：我司开展"守住钱袋子"专项行动，在多个社区、商圈等进行宣教，揭露"以房养老骗 局""保健品退保陷阱"等。 二、外籍人员服务：让"异乡客"感受"平安温度" 服务精准化：外籍客户凭护照即可免押金住院，覆盖枣庄市立医院等多家三甲医院。 金融为民，服务无界。平安人寿枣庄中心支公司深入践行"金融工作政治性、人民性"，聚焦群众急难愁 盼问题，以"适老化改造、外籍服务升级、反诈诚信共建"三大工程为抓手，将金融服务的温度送达每一 寸土地，用实际行动诠释企业担当。 一、助老助残服务：从"能办理"到"易办理"的暖心跨越 ...

回到网点已是下午两点，队员们的制服都被汗水浸湿了，但他们顾不上休息，立刻开通"绿色通道"，不 到一个小时，所有业务全部办结。当李先生拿着新补办的存折，确认里面的钱可以正常支取时，激动地 说："真没想到这么快就办好了，建行的服务真是太到位了！" 建行惠州南湖支行（以下简称南湖支行）坐落于惠城区南湖片区，片区内60岁及以上人口占比超35%， 其中近半数老人因行动不便、视力衰退等问题，在办理金融业务时常常面临"出门难、操作难、沟通 难"的困境。面对这样的服务需求，南湖支行没有选择"被动等待"，而是主动出击，以"张富清金融服务 队"为先锋力量，深度融合"劳动者港湾"服务品牌，将"金融为民"的初心融入每一次咨询、每一笔业 务、每一次上门服务中，用实际行动解决群众急难愁盼，让金融服务的温暖真正触手可及。 南湖支行的"张富清金融服务队"服务故事只是建行惠州市分行港湾品牌服务的一片镜子。从"固定港 湾"到"移动服务"，从"业务办理"到"情感陪伴"，建行惠州市分行用实际行动证明：金融服务的温度， 藏在每一个细节里，藏在每一次为群众着想的行动中。而"张富清金融服务队"也将继续带着这份温度， 走在为民服务的路上，让更多人感受到金融 ...

"真是太感谢了，没耽误看病！"老人家属握着工作人员的手再三道谢。这短短二十分钟的高效服务，不 仅解了客户的燃眉之急，更彰显了农行"以客户为中心"的服务温度。 一直以来，农行济南华山支行始终以实际行动践行"金融为民"的理念，深耕"农情暖域"服务品牌，聚焦 不同群体的需求痛点，用急事急办的效率、特事特办的温情，将金融服务送到群众心坎上。在齐鲁大地 上，农行人正以一件件实事、一次次守护，诠释着"口碑银行"的责任与担当，让暖心服务如阳光般照亮 每一个需要的角落。 近日，一通急促的电话打进了农行济南华山支行，电话那头，一位女士焦急地询问能否为行动不便的母 亲办理社保卡，家中老人身体不适无法行走，原社保卡已消磁，当天下午就要去医院做透析，新卡成了 急需的"救命卡"。 了解情况后，银行工作人员当即提出可以提供上门服务，但客户考虑到时间紧迫，客户决定带老人来网 点办理。一小时后，载着老人的车辆抵达网点门口。早已等候在旁的网点工作人员立刻推来轮椅，细心 协助家属将老人安置妥当；大堂经理迅速开启应急窗口，在低柜为老人办理社保卡制卡、激活等手续。 因老人右手瘫痪无法签字，工作人员全程采用按手印方式办理，从换卡授权到新卡激活，确保卡 ...

一边是堆积如山的养老金发放业务，一边是老人的紧急需求，网点负责人选择毫不犹豫说道："再忙也 要满足老人的需求！"尽管人员紧张，网点还是从岗位上抽调出两名工作人员，带着设备和资料，马不 停蹄赶到老人家中。顾不上歇脚，他们立刻投入工作：仔细核实身份信息、耐心引导老人完成签字确 认、逐项检查手续细节……每一步都做得细致入微，确保流程准确无误。"这么忙还专门跑一趟，真是 太感谢了！"老人家属紧握着工作人员的手连声道谢。这才有开头送锦旗这一感人的一幕。 近日，陈女士来到农行济南东郊支行，将一面印着"服务至上暖人心，细致入微显真情"的锦旗送到工作 人员手中，感谢该行上门为家中老人补办社保卡。 多年来，该行始终坚守"金融为民"的服务理念，把客户需求放在首位。针对老年群体，不仅常态化提供 上门服务，网点内还设有绿色通道、专人引导等贴心举措，让金融服务更有温度。未来，该行将继续以 客户为中心，用更贴心的服务、更便捷的金融服务，不断提高群众幸福感、获得感。 事情还要从几天前说起，当天正值养老金发放日，农行济南东郊支行大厅挤满了来领取养老金的银发客 户。就在这紧张的节奏中，一个求助电话打到网点：一位90多岁的高龄老人因行动不便，急 ...

Core Viewpoint - China Agricultural Bank's Changsha Lushan Branch emphasizes a people-centered approach in financial services, integrating warmth and community engagement into its operations [2][12]. Group 1: Unique Service Offerings - The branch has developed distinctive themed outlets, such as the "Reading Room," which provides a vibrant space for children to engage in reading and creative activities, hosting over 18 events since its opening [3]. - The Lushan Jinmao Building Branch focuses on high-end, customized services, exemplified by a case where staff assisted an elderly customer with inheritance matters, showcasing attention to detail and customer care [4][10]. Group 2: Community Engagement and Welfare Activities - The branch actively conducts welfare activities, such as the "Cool Summer" initiative, distributing care packages to outdoor workers and police officers during hot weather, enhancing their sense of community support [7][8]. - During the exam season, the branch organized a "Love Exam" volunteer event, providing students and parents with essential supplies and financial knowledge, thereby fostering a supportive environment [8][9]. Group 3: Home Service Initiatives - The branch offers home service for elderly and disabled clients, ensuring they receive necessary banking assistance without the need to visit the branch, as demonstrated by multiple successful home visits [10][11]. - Educational initiatives on retirement policies were conducted to address the needs of an aging population, helping attendees understand complex topics in a simplified manner [11]. Group 4: Commitment to Financial Inclusion - The branch's efforts reflect a commitment to financial inclusion, ensuring that services reach underserved communities and individuals, thereby contributing to the overall well-being of society [12].