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"when the market situation comes, account opening and financing services are the first to start, and naturally this is the market that securities companies are now actively fighting for." a person in charge of the financial pipeline of a securities company told reporters.

during the national day holiday, the business departments of many securities firms remained open and provided account opening and consulting services to customers 24/7. according to the "daily economic news" reporter, account opening has become one of the most important tasks for securities firms during the national day holiday.

the most popular business: account opening

the sudden surge in a-shares ignited the enthusiasm of the market and caused many brokerage firms to give up their vacations and start working overtime. before the national day, it is normal for the number of new accounts opened by securities firms to increase by 3 to 5 times.

coupled with the surge in hong kong stocks on the first opening day of the national day holiday, investors' enthusiasm for opening accounts continues to this day.

“two days before the national day holiday, the most business our sales department undertakes is account opening.” a relevant person from a medium-sized securities firm told reporters frankly.

according to the reporter's understanding, during the national day, orient securities' sales department and customer service center have staff on duty, and the most common type of business handled is account opening business.

guolian securities also stated that during the national day holiday, guolian securities provides investors with 24/7 account opening and consulting services to ensure that investors can enjoy uninterrupted financial services during the holiday. the company's operations team has sufficient manpower to fully support the account opening review work to ensure that both new account openings and old business can be processed efficiently.

during the national day, guolian securities sales department conducts account opening review. picture source: picture provided by the interviewee, the same below

yongxing securities also continued to provide 24/7 customer services such as account opening during the national day holiday. it also issued guidelines for account dormancy, password retrieval, account opening operations, etc., and continued to provide customers with the latest information during the national day period to meet customer needs. the account manager of yongxing securities operates online 24 hours a day, 7 days a week, and answers customers’ questions on corporate wechat.

"currently, account opening is still mainly done online. the main account openings are mainly those born in the 90s and 00s, and some born in the 80s. but judging from the situation of the sales departments, some sales departments with better geographical locations still have relatively good customer flow. . however, it may not make much sense for a business department located in a remote location to continue working overtime on holidays," a financial manager from a large securities firm told reporters.

a senior person in the financial pipeline of a brokerage in the midwest told reporters: "on september 30, we opened thousands of new accounts a day, and during the national day, we also handled more customer account openings."

according to the reporter's understanding, some securities firms have also arranged for outsourcing of sales department employees. for example, go to some companies for centralized processing of personal account opening services.

previously, market news came out that the manual verification process for online account opening took nearly an hour to queue up, and the idea that offline account opening is faster than online has also been spread. however, some brokers pointed out that there is no problem between online and offline when opening accounts at brokers. it is just that the channels from which customers come from are different. in the end, accounts are opened through apps and all accounts are opened online.

the reporter noticed that behind the popularity of account opening, the account opening commissions of each brokerage are also different.

a person from a securities company in shanghai told reporters: "for securities companies, the account opening commission should be between 10,000 and 2.50 million. if it exceeds 12.50, it means that they may provide some consulting services, that is, superimposed services. in addition, because the market was not good before, the account opening commissions of each company were actually relatively low, and this low rate has continued to this day.”

it is worth noting that because the zhongdeng interface is not open, account openings processed during the national day holiday can only be reviewed.

financing business has potential

according to the reporter's understanding, while the account opening business is booming, the brokerage business department is also busy processing applications from old customers to open two-financing business.

the aforementioned senior person in the financial pipeline of a central and western securities company told reporters: "on the last trading day before the holiday, the number of new financing accounts opened by securities companies suddenly increased three times. subsequently, the company also adjusted related projects on account opening and financing business, and at the same time carried out internal financing operations within the company. layout.”

haitong securities also said that compared with before the market was launched, account consultations increased by more than 5 times, password retrieval consultations increased by more than 6 times, account opening consultations increased by more than 4 times, and financing and financing consultations increased by more than 2 times. the efficiency has become core demands of investors. nearly 300 outlets across the country still have people on duty during the national day holiday, organizing manpower to comprehensively strengthen services such as online account opening, return visits, and business acceptance, ensuring that investor account opening is fast and efficient, and financing and financing business is cleared and settled every day, and other various issues can be solved in time.

in addition, many brokerages said that on september 30, financing business saw a sharp increase, but there was still a clear gap between the peak level of the bull market in 2015.

the financial management personnel of the aforementioned large securities firms pointed out that the financing and financing business is over-the-counter business and must be handled at the brokerage sales department. "since zhongdeng is not at work at the moment, the relevant business can only be reviewed and submitted to the system for processing."

the aforementioned shanghai brokerage person said: "the current financing amount is still controllable, and the leverage level is far from catching up with the bull market period in 2015. the main reason is that many investors have not yet reacted. as far as i know, some customers raised funds during the national day the funds are gone.”

investment education is essential

the influx of doubts from new investors and old customers has determined that investment education is an indispensable part of the holiday services of various brokerages.

haitong securities said that on the last trading day before the national day, the market was extremely hot. the company's more than 20 outlets actively responded to customer needs and arranged customer salons during the long holiday to communicate on the topics that investors are most concerned about in the current market.

haitong securities xiamen branch’s salon for high net worth and institutional clients.

during the national day holiday, guolian securities continued to launch a series of online live broadcast activities "national day "certificate" energy, find the general direction of guolian", by inviting research institute groups, asset allocation experts, gold medal investment consultants, etc. to accompany them from different dimensions and perspectives. investors discuss together the general direction of the market, the general direction of the industry and strategies, and provide investors with multi-dimensional and multi-scenario service output.

on october 1, various branches of yongxing securities went deep into business districts, scenic spots, communities, squares and other places to communicate face-to-face with investors. while providing investors with good services, they also did a good job in investor education. .