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上海证券推出“尚臻智融”平台 开启两融数智化服务新征程
"尚臻"品牌是上海证券倾力打造的多元化、一体化客户服务品牌矩阵,也是公司落实金融机构服务实体 经济,助力居民资产配置的重大举措。旗下有面向机构客户的"尚臻易丰"机构理财平台,面向个人投资 者的"尚臻智投·T0交易"平台,同时推出了满足不同客户风险偏好的"尚臻"恒星、"尚臻"稳盈、"尚臻"心 选等系列资管产品,为各类客户提供专业、全面的金融解决方案。今年初,公司以"尚臻魔方"资产配置 体系为核心驱动力,全面推进业务转型与专业能力建设。本次隆重推出的智能两融服务平台"尚臻智 融",旨在进一步深化AI与数据智能应用,全面覆盖从机构到个人、从标准化到个性化、从传统到数字 化的多元财富管理需求,全面完善"以客户为中心"的智能服务体系,努力成为客户心中"有专业特色的 财富管理型券商"。 未来,上海证券将以合规风控为基石,围绕"尚臻"品牌整体战略,进一步推动两融业务数智化创新,持 续迭代升级"尚臻智融"平台功能,拓展智能化应用场景,致力于通过专业的财富管理能力和创新的数字 化工具,与客户共进共赢。 近日,上海证券推出"尚臻智融"数智化平台,已在上海证券"指e通APP"正式上线对客服务模块,这标 志着上海证券融资融券(以下简 ...
券商花式“撒红包”,AI带来新玩法!818理财节来袭!
券商中国· 2025-08-14 15:05
Core Viewpoint - The annual 818 Wealth Management Festival has commenced, with over 25 securities firms participating, showcasing innovative activities and leveraging AI tools to enhance investor engagement and education [1][2][9]. Group 1: Event Overview - The 818 Wealth Management Festival features participation from major securities firms such as Guotai Junan, Shanghai Securities, and Changcheng Securities, among others [1][2]. - This year's festival includes interactive experiences, live broadcasts, and various promotional gifts, emphasizing the integration of AI technologies [1][2][5]. Group 2: Innovations and Activities - Securities firms are increasing resource investments and extending the duration of the festival to enhance investor participation [2][3]. - Notable activities include Guotai Junan's "AI Investment Carnival" and Shanghai Securities' "T0 Trading" service, which utilizes AI for predictive trading strategies [5][6]. Group 3: Interactive Features - Many firms are introducing gamified elements to their activities, such as Minsheng Securities' "Money Tree" interactive game and Changcheng Securities' card collection game [7][8]. - These interactive features aim to educate investors while providing opportunities to win rewards and experience investment products [7][8]. Group 4: Long-term Strategy - The festival marks a shift from short-term promotions to a focus on long-term customer value, with firms like Wanlian Securities launching new investment brands and services [9][10]. - The event serves as a platform for customer acquisition, product promotion, and enhancing brand influence in wealth management [10].