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工银瑞信基金:协同共治聚合力,筑牢社区金融安全墙
Xin Lang Ji Jin· 2025-10-16 09:21
保护投资者合法权益是坚持金融工作政治性、人民性的直接体现。工银瑞信投教基地将始终秉持金融为 民理念,持续深化与政府、街道等多方力量合作,凝聚投资者保护合力,助力守住群众钱袋子,护好幸 福家,诠释普惠金融担当,为营造健康稳定的金融环境、助力群众美好幸福生活贡献投教力量。 专题:北京公募基金高质量发展系列活动 新时代、新基金、新价值 投资者教育与保护不仅是金融机构的职责,更是维护金融秩序稳定、保障民众财产安全的关键环节,工 银瑞信投教基地积极践行金融为民理念,多年来持续深入基层,面对面为居民们送去贴心的投教服务。 在金融教育宣传周期间,9月19日,在丰台区发改委指导下,工银瑞信投教基地携手方庄派出所、市场 监管执法所、区市场局等多部门共同走进方庄街道办事处开展"银龄关怀计划"活动,凝聚市场保护合 力,共同保障居民合法权益,筑牢社区金融安全。 活动现场设立"守护钱袋子"老年人专题系列海报,来自投教基地的讲师精心为社区居民们准备了图文并 茂、干货满满的防非知识,聚焦涉老非法金融活动常见形式,通过讲座深入剖析"以房养老""低价旅 游""直播间打卡免费领礼品""网络交友"等典型案例,揭露不法分子利用老年人信息差、寻求养老 ...
温度浸润投教全流程,光大证券用“心”服务守护投资者
Zhong Guo Ji Jin Bao· 2025-09-01 13:53
Group 1 - The core idea emphasizes the importance of investor protection and financial literacy as foundational elements for market stability and social responsibility in the financial industry [1] - The company has implemented a multi-dimensional investor education service network combining online and offline platforms to enhance financial knowledge and protect investor rights [1][2] - The company promotes rational, value, and long-term investment principles to help investors navigate market volatility and avoid impulsive trading behaviors [2] Group 2 - The company actively engages in community-based investor education through partnerships with local party service centers, focusing on financial safety and literacy [4] - Various educational activities have been conducted, including lectures on macroeconomic analysis and financial fraud prevention, to enhance public understanding of financial risks [4][5] - The company has organized 1,178 investor education events since 2025, reaching nearly one million participants, with a focus on practical financial knowledge and risk awareness [5] Group 3 - The company aims to maintain its commitment to serving the public by developing a comprehensive investor education system that is accessible and relevant to everyday life [6] - Future goals include creating a more efficient and warmer investor education framework that supports a transparent and resilient capital market [6]
温度浸润投教全流程,光大证券用“心”服务守护投资者
中国基金报· 2025-09-01 13:46
Core Viewpoint - The article emphasizes the importance of investor protection and financial literacy as foundational elements for the stability and development of the financial market, highlighting the commitment of Everbright Securities to an "investor-centric" philosophy through innovative educational services [2]. Group 1: Investor Education Initiatives - Everbright Securities has established a comprehensive investor education service network that integrates both online and offline platforms, aiming to disseminate financial knowledge across various demographics [2]. - The company promotes principles of "rational investment," "value investment," and "long-term investment," encouraging investors to adopt a "spare money investment" approach to avoid being swayed by short-term market trends [4]. - AI technology is leveraged in the development of educational content, transforming complex investment concepts into engaging short videos, thereby lowering the barriers to understanding and fostering a culture of rational and long-term investment [4]. Group 2: Community Engagement and Safety - The company actively collaborates with local party service centers to conduct diverse offline activities focused on macroeconomic analysis, investment knowledge dissemination, and financial fraud prevention [8]. - Educational sessions have been organized in various locations, such as community centers, where professionals simplify complex economic topics and provide guidance on navigating the current economic landscape [8][10]. - Everbright Securities has conducted 1,178 educational events since 2025, reaching nearly one million participants, with a focus on practical financial knowledge and fraud prevention strategies [12]. Group 3: Youth Financial Literacy - In schools, Everbright Securities has implemented a series of financial literacy programs that cover essential topics such as currency recognition, savings planning, and investment basics, using innovative teaching methods to engage students [14]. - The company aims to instill a sense of rational investment and risk awareness among young learners through relatable case studies and interactive simulations [14]. Group 4: Future Goals - Everbright Securities is committed to maintaining its mission of "finance for the people," focusing on actual investor needs and striving to create a high-quality, efficient, and empathetic educational system [16].
从“苏超”比赛到音乐节现场 券商线下营销有何新趋势?
Mei Ri Jing Ji Xin Wen· 2025-07-15 13:23
Group 1: Core Insights - Securities firms are increasingly sponsoring sports events and cultural activities to explore new paths for brand promotion and customer acquisition [1][3][5] - The "Soochow Super League" has become a focal point, with the number of sponsors increasing from 6 to nearly 30, attracting major companies like JD.com and Xiaomi [3][4] - Sponsorship in the arts, such as the Shanghai Jing'an Music Festival, is also gaining traction, with firms like Guotai Junan participating as chief partners [8][9] Group 2: Sponsorship Trends - Securities firms are leveraging sports sponsorships to target younger demographics and high-net-worth individuals while enhancing brand image [1][5][11] - The costs for sponsoring events like the "Soochow Super League" can reach around 8 million yuan for exclusive naming rights, while local firms spend between 100,000 to 200,000 yuan for non-naming sponsorships [7][11] - Sponsorship of marathons and other sports events allows firms to set up booths for brand advertising and educational services [4][5][12] Group 3: Cultural Sponsorship Benefits - Sponsoring cultural events helps break the stereotype of the financial industry as "serious" and "cold," allowing firms to present a more cultured brand image [11][12] - Participation in arts events can enhance relationships with local governments and attract high-net-worth clients [11][12] - The trend of sponsoring cultural activities is seen as a strategic move to expand wealth management services and brand building in a competitive market [12]
广发证券探AI+投教:宝钗说新股中签,黛玉分享基金定投
Sou Hu Cai Jing· 2025-05-15 02:28
Core Viewpoint - The article discusses the innovative practices and experiences of Guangfa Securities in investor education, particularly in the context of deepening capital market reforms and the younger investor demographic, leveraging AI technology to enhance educational services [2][10]. Group 1: Innovative Practices in Investor Education - Guangfa Securities has developed a new service model for investor education that includes precise demand identification, companion-style services, and AI empowerment [2][5]. - The company has revamped its investor education website to focus on user experience and has created scenario-based sections tailored to different investor needs [3][5]. - Through partnerships with universities, Guangfa Securities conducts surveys to understand investor needs and designs targeted educational content [5][11]. Group 2: Multimedia and Interactive Services - Guangfa Securities has established a multi-platform strategy for investor education, utilizing short videos and live broadcasts to engage with clients [6][7]. - The company has created a team of over 10 hosts for live broadcasts, covering various topics such as fraud prevention, financial literacy, and market analysis, achieving an average of more than three live sessions per day [6][7]. - The content includes timely discussions on financial topics, enhancing the appeal and accessibility of investor education [6][7]. Group 3: AI Empowerment in Education - Guangfa Securities employs AI technology to enhance the efficiency and creativity of its educational video production, integrating classic cultural elements with financial knowledge [8][10]. - The use of AI has allowed for the creation of engaging educational content, improving the quality and efficiency of investor education materials [8][10]. Group 4: Engaging the Younger Demographic - The company has initiated the "Guangfa Cup" simulated stock trading competition in universities to provide students with a realistic investment environment, promoting practical financial skills [10][11]. - Guangfa Securities also conducts educational lectures in universities to enhance financial literacy among students, covering investment strategies and career planning in the securities industry [11].