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协同为基,专业为核,科技为翼—— 广发证券“智汇·企业家办公室”成立一周年服务升级显实效
Xin Lang Zheng Quan· 2025-07-31 01:36
当前,中国经济正处于向高质量发展的关键阶段,企业家服务需求正经历深刻变革,"整体解决方案"已 成为市场新趋势。广发证券敏锐捕捉这一趋势,成立"智汇·企业家办公室",依托资源整合能力、多领 域专业服务能力与定制化服务模式,构建起覆盖企业全生命周期的服务体系,有效满足企业在不同发展 阶段的多元化需求,成为连接资本与产业、助力企业实现可持续发展的纽带。 深度协同为基:以协同为依托,助力企办综合服务高效落地 企业家办公室的业务本质,是对金融机构内外部资源的高效整合与调度,并形成一套对客服务体系。客 户需求的个性化与多样性决定了企业家办公室业务的复杂性与综合性,必须具备强大的综合协调能力, 以确保服务高效落地。 "协同"是广发证券的优良文化基因,也是企业家办公室高效运作的基石。公司通过建立由高管牵头的专 项工作小组,形成快速响应的决策机制,整合投行、研究、财富、海外等10余个业务部门/子公司服务 资源,共同建设企业家办公室的服务体系。在总部协同层面,明确客户准入和服务标准,各部门围绕目 标客户提供定制化、一体化的综合金融解决方案;在总部-分支机构协同层面,选拔经验丰富的骨干员 工组成专业团队,通过强化培训、陪同拜访、客 ...
广发证券“智汇·企业家办公室”成立一周年 服务升级显实效
Zhong Zheng Wang· 2025-07-30 14:30
Core Insights - The core viewpoint of the article highlights the successful establishment and operational effectiveness of the "Entrepreneur Office" by GF Securities, which has surpassed 70 billion yuan in managed assets within its first year, creating a comprehensive service system that supports high-quality enterprise development and wealth inheritance for entrepreneurs [1]. Group 1: Service Efficiency and Coordination - The essence of the Entrepreneur Office's business is the efficient integration and coordination of internal and external resources of financial institutions, forming a customer service system that addresses the complexity and diversity of client needs [2]. - The "collaboration" culture at GF Securities serves as the foundation for the efficient operation of the Entrepreneur Office, with a decision-making mechanism led by executives to quickly respond to client needs [2]. - The office has established clear client admission and service standards, providing customized and integrated financial solutions through a "One GF" approach, enhancing service efficiency through cross-departmental collaboration [2]. Group 2: Comprehensive Competitive Advantage - GF Securities leverages its full business license and leading capabilities in research services, investment banking, wealth management, and asset management to build comprehensive competitive strength for the Entrepreneur Office [3]. - The research services cover macroeconomics and strategy research across 28 industries and over 1,100 listed companies, providing precise industry insights to support enterprise value growth [3]. - The company has consistently ranked among the top five in the industry for equity financing and has received accolades for its bond financing services, offering comprehensive capital operation support to enterprises [3]. Group 3: Technology Empowerment - The deep application of financial technology has become a crucial support for enhancing the quality and efficiency of the Entrepreneur Office's services [4]. - The self-developed "Incentive Pass" platform significantly improves the management efficiency of equity incentive plans, while "Secretary Treasure" addresses compliance management challenges for specific share transactions of listed companies [4]. - The "GF Zhihui·Enterprise Version" integrates various financial technology capabilities, forming a digital service ecosystem that covers all enterprise needs, including financing, investment, share management, and research [4].