Workflow
华彩人生
icon
Search documents
数智化服务“长尾客户”,华西证券破局行业难题!
券商中国· 2025-10-08 23:30
编者按: 时代之笔擘画新章,金融活水润泽实体。在金融"五篇大文章"铺就的壮阔画卷中,证券业正以创新之墨 挥毫作答。这是服务国家战略的使命担当,更是深化金融供给侧改革的生动实践。证券业以"国之大 者"为经,以"民之关切"做纬,让金融血脉与实体经济同频共振,奏响中国式现代化的资本强音。证券 时报联合中国证券业协会,推出"做好'五篇大文章' 证券业作答进行时"系列专栏, 本篇为系列报道之 四十一,敬请垂注。 在证券业数字化转型深入推进的背景下,借助金融科技重塑服务模式与提升运营效能,已成为券商发展的 关键议题。 以零售财富管理为特色业务的华西证券,构建了数字化系统支撑、标准化内容与敏捷机制保障的集约运营体 系,系统性重塑客户触达方式,实现客户数量、资产结构与运营效率的多重提升,关键指标与投产效率居行业 前列。 随着人工智能(AI)技术落地,华西证券将大模型集成于客户服务、产品运营与决策支持等多环节,形成精准 服务、敏捷运营、人才梯队与智能风控四位一体的差异化优势,为行业实践"数字金融"提供可借鉴路径。 运营新模式破解行业痛点 据证券时报记者了解,在"客户服务"领域升级方面,华西证券实现数字能力与客户服务场景的深度融 ...
数智化服务“长尾客户” 华西证券破局行业难题
Zheng Quan Shi Bao· 2025-10-08 17:27
在证券业数字化转型深入推进的背景下,借助金融科技重塑服务模式与提升运营效能,已成为券商发展 的关键议题。 以零售财富管理为特色业务的华西证券(002926),构建了数字化系统支撑、标准化内容与敏捷机制保 障的集约运营体系,系统性重塑客户触达方式,实现客户数量、资产结构与运营效率的多重提升,关键 指标与投产效率居行业前列。 随着人工智能(AI)技术落地,华西证券将大模型集成于客户服务、产品运营与决策支持等多环节,形成 精准服务、敏捷运营、人才梯队与智能风控四位一体的差异化优势,为行业实践"数字金融"提供可借鉴 路径。 运营新模式破解行业痛点 如何借助互联网及金融科技手段,实现规模化、标准化服务经纪与财富条线的"长尾客户"的拓展,是近 年来行业进一步提升服务效能的破局关键。 华西证券集约化服务团队投资顾问龙涛告诉证券时报记者,该公司正掀起一场客户服务的"效率革 命","我目前服务客户半径由原来的300名~400名扩大了近10倍。"他介绍,借助客户标签、客户画像 数字化工具等,他能快速识别客户风险偏好和投资轨迹,通过智能内容及服务策略第一时间为名下客户 提供服务,然后利用"数字化服务看板"实时跟踪服务效果,并做出动 ...
3月券商APP活跃增幅榜:月活超100万APP信达证券环比增幅最高 华西证券最低
Xin Lang Zheng Quan· 2025-04-23 02:56
Core Insights - The number of brokerage apps with over 1 million monthly active users reached 25, showing a positive month-on-month growth with an average increase of 3.35% in March compared to February [1][2] - The highest month-on-month growth was observed in Xinda Securities' app "Xinda Tianxia" with an increase of 5.29%, while the lowest growth was in Huaxi Securities' app "Huacai Rensheng" with an increase of only 2.07% [1][2] Monthly Active User Growth of Brokerage Apps - The top brokerage apps by month-on-month growth in March are as follows: - 1st: "Zhangle Caifutong" by Huatai Securities with a growth of 2.79% [2] - 2nd: "Guotai Haitong Junhong" by Guotai Junan Securities with a growth of 2.66% [2] - 3rd: "Ping An Securities" with a growth of 2.80% [2] - 4th: "Zhaoshang Securities" with a growth of 4.37% [2] - 5th: "CITIC Securities Xin E-Tou" with a growth of 3.95% [2] - 6th: "Guotai Haitong Tongcai" by Haitong Securities with a growth of 2.38% [2] - 7th: "Qingting Diankin" by CITIC JianTou Securities with a growth of 4.09% [2] - 8th: "GF Securities Yitaojin" with a growth of 3.84% [2] - 9th: "Xiaofang" by Fangzheng Securities with a growth of 3.53% [2] - 10th: "China Galaxy Securities" with a growth of 2.75% [2] - Other notable apps include "Xinda Tianxia" by Xinda Securities with a growth of 5.29% and "Yuli Bao" by Industrial Bank with a growth of 5.89% [2]