Guosheng Securities Song Da: The first thing to be solved in wealth management is the ability to allocate assets

The Securities Wealth Management Innovation Summit and the Fifth Securities Firm App Awards Ceremony were held in Beijing on January 8, and more than 50 first-line business leaders of securities companies gathered to discuss technology empowerment and intelligent transformation. Song Da, general manager of the network finance department of Guosheng Securities, expressed his views on the transformation of securities companies and wealth management.

He introduced that the development positioning of Guosheng Securities' financial technology is intelligent and warm. In 2019, the focus is on intelligent and scenario-based methods. The key goal of the employee side is to build a link capability, the app is open, the link is to build a link between the customer and the employee, the link between the customer and the customer, the link between the employee and the employee, and launch the entire employee app.

The fintech that everyone does is not really fintech, we have no direct impact on the entire business model and product model, what we do is still technology, or it itself. I think the first thing that wealth management has to address is the ability to allocate assets, and fintech will play its role in this. Asset allocation capabilities are divided into two parts, one is the entire product capability, product introduction and creation capabilities. In addition, the ability of the entire service investment end, the ability to use technology and machines, these two will have some corresponding support, now the development of big data labeling system is perfect, some brokers in their own investment advisers to do the corresponding financial management display platform, I think these will have a relatively large support for the entire wealth management, are fundamentally less impact on wealth management.

The transformation of wealth management has indeed changed for many years, and now wealth management is in a very preliminary stage, and the wealth management business has a long way to go, requiring a certain amount of endurance and concentration.

Source: Sina Finance

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