前海开源康悦养老FOF定制基金
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发挥综合金融优势 广发银行推进养老金融跨越式发展
Zhong Guo Zheng Quan Bao· 2025-08-13 22:15
Core Insights - The article highlights the development and implementation of a digital health management platform by Guangfa Bank in collaboration with Shenzhen Elderly Care Home, showcasing the bank's commitment to "elderly finance" and its technological and comprehensive financial advantages [1][7]. Group 1: Elderly Finance Development - Guangfa Bank is accelerating the construction of its elderly finance service system, aiming to become a leading account manager in this sector, with a focus on digital transformation and a five-in-one development matrix [2][3]. - The bank has developed over 220 personal pension products to meet diverse customer needs and has established a unique elderly finance service system that addresses the financial service challenges faced by the elderly [3]. Group 2: Digital Health Management Platform - The digital health management platform allows for information sharing among institutions, caregivers, elderly individuals, and their families, enhancing care quality and management efficiency [8]. - The platform integrates various smart devices to monitor health and provides tailored care plans based on health assessments, significantly improving the quality of life for the elderly [8]. Group 3: Collaboration with Healthcare Enterprises - Guangfa Bank focuses on providing financial support to quality projects in the health and elderly care sectors, exemplified by its partnership with Pumen Technology, which has received comprehensive financial solutions to support its growth [4][5]. - The bank has facilitated a collaboration between Pumen Technology and China Life Property Insurance, exploring investment and elderly finance cooperation opportunities [6].
广发银行全方位推动养老金融布局与升级
Cai Jing Wang· 2025-05-06 02:59
Group 1 - The core viewpoint emphasizes the importance of a multi-level and multi-pillar pension security system, with a focus on enhancing the quality and efficiency of pension financial services to improve customer satisfaction [1][2]. - The strategic goal is to become a leading domestic pension financial account manager, creating a customer-centric pension financial service system that integrates various financial services [2][4]. - The bank has developed a unique pension service system tailored to customer life cycles, addressing needs at different stages: pre-retirement, retirement planning, and post-retirement health management [3][4]. Group 2 - The bank has a strong foundation in social security services, having served 6.28 million customers with an average daily AUM exceeding 121.5 billion yuan, and ranks second among joint-stock banks in Guangdong for social security card holders [4]. - The bank actively supports the development of the third pillar of pension systems, with 3.27 million personal pension accounts opened and a total contribution amounting to 2.377 billion yuan [4]. - Collaborative efforts with China Life Insurance have been established to enhance pension financial services, providing services to over 700,000 customers and achieving significant sales in commercial pension insurance products [5]. Group 3 - The bank plans to implement the "333 strategy" to further develop pension finance, focusing on the needs of the state and the public while enhancing the welfare of the people [5].