Core Insights - The article highlights the upcoming online courses offered by Wind, focusing on various themes and topics relevant to financial professionals [2][3][6]. December Course Preview - Courses include "Decoding Product Competitiveness" on December 4, "AI-Driven Intelligent Asset Allocation" on December 11, and "Operational Wisdom & Strategic Intelligence" on December 18 [2][3]. - Additional courses feature "Agent-Powered Fund Screening" on December 25 and "Equity Research Empowerment" on December 3 [3][5]. Training Series - The "Wind Insights · Essential Training Series" includes topics such as "AI Supercharge" on December 17 and "AI+ Wind Data" focusing on global asset allocation [3][6]. - The series aims to empower participants with practical skills and knowledge in finance and investment strategies [6].

Core Viewpoint - The introduction of Alice Advisor as an AI assistant aims to enhance the efficiency and effectiveness of investment advisors in wealth management, allowing them to focus more on client service and trust-building rather than data analysis and report generation [1][20]. Group 1: Functionality and Benefits - Alice Advisor is designed to be a super assistant, digital twin, and intelligent hub, leveraging AI to provide deep professional insights quickly [3][20]. - The AI assistant can respond to client inquiries more efficiently, analyze holdings in depth, confidently recommend products, and scientifically complete asset allocations [5][20]. - It offers real-time analysis of financial data, risk-return assessments, and peer comparisons, enabling advisors to communicate effectively without relying on lengthy presentations [10][20]. Group 2: Use Cases - In scenarios where clients ask about the impact of Federal Reserve interest rate changes on A-shares, Alice Advisor can provide immediate insights without the advisor needing to sift through reports [6][7]. - For inquiries about specific funds or stocks, Alice Advisor integrates global policies, capital flows, historical data, and market sentiment to deliver clear professional interpretations [8][10]. - When clients express interest in ETFs, Alice Advisor provides comprehensive knowledge on index composition, weight distribution, tracking errors, and fee structures, empowering advisors to answer confidently [13][20]. Group 3: Client Interaction and Reporting - Alice Advisor can generate personalized asset allocation plans based on client profiles, significantly reducing the time required to develop investment strategies from half a day to just a few minutes [15][16]. - The AI assistant automates the collection of data and the generation of structured reports, allowing advisors to focus on client service rather than repetitive tasks [18][20]. - It remembers service habits, client preferences, and common phrases, becoming increasingly attuned to the advisor's style and needs over time [21].