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不止产品营销 多家券商抢跑理财节
Bei Jing Shang Bao· 2025-08-12 16:12
Core Insights - The 2025 "818 Wealth Management Festival" has commenced early, with multiple securities firms launching activities ahead of the official date, reflecting a shift in the industry towards longer engagement periods and richer pre-event activities [1][3][4] Group 1: Event Duration and Structure - Several securities firms have extended the duration of their "818 Wealth Management Festival" activities compared to previous years, with events now spanning from early August to mid-September [3][4] - For instance, Heng Tai Securities has set its event from August 11 to August 22, while Changcheng Securities has extended its activities from August 11 to September 14, marking a two-day increase from the previous year [3][4] Group 2: Integration of AI Technology - AI has emerged as a central theme in this year's festival, with firms like Guotai Haitong Securities introducing immersive AI interactive services, such as personality tests and AI investment advisors [6][7] - Securities firms are leveraging AI to enhance customer service throughout the investment process, aiming to provide personalized investment recommendations and improve decision-making efficiency [6][7] Group 3: Targeting Younger Demographics - The festival's activities have become more interactive and gamified, appealing to younger investors through competitions, quizzes, and engaging formats [8][9] - Firms are focusing on understanding the real market needs of investors, moving beyond mere product sales to create a more relatable and engaging experience [8][9] Group 4: Innovative Service Models - Companies like Guotai Haitong and Guangfa Securities are innovating their service models to include comprehensive ecosystems that cover asset allocation, strategy tools, and educational content [9][10] - The shift towards a more personalized and immersive service experience is driven by the growing demand from younger investors for unique and engaging financial interactions [10][11] Group 5: Future Trends - The industry is expected to continue evolving towards richer and more diverse event formats, integrating technology and personalized experiences to enhance customer engagement [11] - The transformation reflects a broader industry trend from short-term marketing tactics to long-term customer relationships and tailored services [11]