CSRC releases 19 excellent cases of wealth management digital practice conducted by securities firms.
The Securities Association of China has recently released excellent case studies of digital wealth management practices from 19 securities firms for reference in the securities industry, helping to promote the industry's digital transformation and technological innovation development. The 19 firms are Guotai Junan Securities, Zhongjin Wealth Securities, Huatai Securities, Citic Securities, Galaxy Securities, GF Securities, Guojin Securities, Citic Jiantou Securities, Founder Securities, Guosen Securities, Ping An Securities, China Merchants Securities, Zheshang Securities, Dongwu Securities, Xingye Securities, Hengtai Securities, Xiangcai Securities, Guotou Securities, and Changjiang Securities. Overall, securities firms actively explore digital transformation models for wealth management businesses based on their own strengths and positioning, seeking change in business process redesign, service model innovation, and light capital operation to adapt to market and industry trends. Among them, securities firms widely use digital technologies such as artificial intelligence, big data, and cloud computing to penetrate all aspects of wealth management.
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