2024-10-06
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financial associated press, october 6 (special correspondent wang chen)no holidays! especially in the wealth business line, since september 30, how to "meet customer needs" and how to increase "account opening" have been the key words every day. it is not an exaggeration to describe this national day holiday as hard work. some brokerages also asked all employees in the wealth and institutional business lines to return to work on october 6 to make detailed preparations before the market opens.
during the national day holiday, various securities firms have taken various measures to ensure the smooth operation of their business and seize opportunities to expand customers and increase market share. not only regular actions, but also a variety of business actions that catch the eye.
various tricks: cos god of wealth attracts account openings
in addition to responding to current market changes in conventional ways, securities firms are also actively trying alternative and innovative ways to expand customer acquisition channels and effectively reach more customers.
setting up stalls at night markets to get closer to customers: among them, gf securities and soochow securities rented stalls and set up stalls at suzhou night market to promote the account opening process and investment strategies. this innovative approach attracted the attention of many customers. soochow securities even used "cosplay", with employees cosplaying as the god of wealth to attract customers to open accounts.
ai empowers and improves efficiency:gf securities has independently developed the "ai information poster generation" application based on large-scale model innovation to help marketers quickly capture the latest hot spots, use ai technology to generate account opening posters, greatly improve efficiency, and provide marketers with business development tools.
with the continuous development of science and technology, technologies such as ai and big data will be more widely used in the securities industry, further improving operational efficiency and service quality. ai customer service can serve customers online 24 hours a day, ai investment advisory can provide customers with personalized investment advice, and ai risk control can improve risk management capabilities.
participate in tv programs to enhance visibility: the investment consultant of a branch of caida securities participated in the schedule of hubei satellite tv's "shengwocai" program to further enhance the visibility of the company's wealth management brand, and promoted the company's wealth management brand with the help of tv channels and other media media.
give full play to local characteristics and break through the circle to attract customers:guosen securities takes advantage of the characteristics of the local lighting market and conducts store-by-store promotion and marketing. zhongshan ancient town is known as the lighting capital of my country and handles nearly 70% of the country's lighting. by promoting the lighting market store by store, it has achieved breakthroughs in attracting customers.
the hot market in china's stock market has brought the securities industry to a business peak. major securities companies have taken measures to ensure the smooth operation of their business and seize opportunities to expand customers and increase market share. from the "shift duty, non-stop service" model of guosen securities and huaan securities, to the online and offline promotion of haitong securities, and the continuous provision of research services by many securities research institutes during the national day, to the technological innovation and service upgrades of major securities companies, all reflect the securities industry's emphasis on customer service and its grasp of market opportunities.
routine actions: go all out to ensure the smooth operation of the business
return to work early and be prepared:in order to cope with the business peak after the national day, many securities companies arranged for employees to return to work in advance to carry out existing business processing and system testing to ensure that all work is carried out smoothly and orderly after the market opens.
in view of the large number of new account openings accumulated during the national day holiday, the large number of scheduled account openings for financial options, and the high demand from customers for information consultation and business services after the market opens, the industry unanimously believes that various businesses of securities firms will experience a blowout on october 8. the reporter learned that in order to deal with this phenomenon and ensure that all work is carried out smoothly and orderly after the market opens, many securities companies have recommended that employees return to work early.
caida securities is an example. in addition to requiring all members of the wealth management and institutional business committee to return to work and make detailed preparations before the market opens, it also requires the research and development center and information technology center to coordinate with the wealth department based on their departmental responsibilities. , and do a good job in market analysis, investment education, information technology support, etc.
on duty in shifts, non-stop service:the staff of the guosen securities business department are on duty in shifts and have a clear division of labor to ensure that every intended customer can receive timely, professional and satisfactory service. in order to meet customers' account opening and entrustment needs during the national day, debon securities arranged relevant business and technical teams to be on duty to provide customers with a better service experience.
during the national day holiday, huaan securities actively carried out internal mobilization, increased branch staff duty and scheduling, ensured manpower support, and met the various business needs of investors. caida securities organizes a business duty team, deploys dedicated posts, publishes normal business announcements through multiple channels, keeps on-site business hours consistent with working days, accepts on-site customer consultations and telephone consultations, and invites high-net-worth customers for on-site communication.
7*24 hours service, not closed during national day:a number of securities firms have launched "no closing on national day" service, providing 24/7 online review and account opening, and providing services such as opening various business permissions to meet customers' investment needs during the holidays.
including haitong securities, deppon securities, huaan securities, guojin securities, galaxy securities, southwest securities, citic construction investment, citic securities, guolian securities, gf securities, etc. these securities firms will increase their manpower during the national day to provide 7*24 hours online services. review account opening services to meet customers’ holiday account opening needs.
analysts work overtime on roadshows, and research services continue:brokerage analysts worked overtime during the national day and provided investors with analysis of market trends and investment hot spots through live broadcast roadshows.
citic securities held a series of live broadcast roadshows "view the world and china" to conduct a broad scan of the a-share market, covering securities industry investment, big technology investment, new energy investment, large consumer investment, military industry investment, etc., to gain insights into investment trends and capture pre-market trends. investment points.