Core Insights - The forum on January 15, 2026, focused on the new logic of wealth in the AI era and the future of capital markets, emphasizing the importance of AI in enhancing wealth management services [1][14] - The concept of "customer wealth health management" is central to building sustainable trust relationships with clients, moving from reactive to proactive service models [1][4] AI Integration in Wealth Management - AI is viewed as a tool for "deep integration empowerment" rather than a disruptive force, enhancing the core capabilities of institutions and creating leverage effects [3][16] - The integration of AI across all business processes has led to a significant increase in service efficiency, with a reported growth of over three times in relevant business areas by 2025 [3][16][20] Strategic Focus on Customer Health - The core strategy for wealth management over the next 2-3 years is centered on customer health management, which is essential for establishing trust and sustainable relationships [4][17] - Various methods, including quantitative investment strategies and AI-driven tools, are employed to achieve the goal of comprehensive wealth management focused on customer health [5][10][22] Service Model Evolution - Recent market conditions have prompted a shift in service models from reactive responses to full-cycle customer engagement, emphasizing the importance of real-time insights and proactive support [5][11][24] - The company aims to provide tailored services for different customer risk profiles, enhancing the overall customer experience through a combination of online and offline communication [5][18] Emotional and Professional Commitment - The principle of "human heart as the end" highlights the importance of emotional support and professional responsibility in wealth management, distinguishing it from ordinary financial transactions [6][25] - The company emphasizes the need for wealth managers to not only act as asset allocators but also as behavioral trainers, helping clients develop rational decision-making habits [6][19][25]