On September 11, the “2026 Financial Institutions Annual Meeting and Securities Industry Wealth Brokerage Forum” hosted by the Securities Times was held in Shenzhen. Qiu Yuqiang, vice president of Xiangcai Securities, said that to create comprehensive solutions for customers, we must not only pursue leading in a certain index; ultimately, we must rely on complete system support. Understanding demand is the starting point of service, asset allocation is the core core, investment is a first-line window to link customers and deliver value, back-office operations are a solid guarantee, and collaboration is a key capability throughout. The real difficulty is to organically connect and connect the five links of identification, configuration, service, operation, and collaboration. In terms of intensive operation, Qiu Yuqiang believes that intensification is not simply reducing costs, but rather building a strong central office capacity at the headquarters, settling down standardized and replicable capabilities, so that the headquarters and branches can be positioned separately and efficiently collaborated. The headquarters focuses on product refining, tool construction, and reaching the mass customer base. Branches return to territorial cultivation and focus on high-net-worth customers.

On September 11, the “2026 Financial Institutions Annual Meeting and Securities Industry Wealth Brokerage Forum” hosted by the Securities Times was held in Shenzhen. Qiu Yuqiang, vice president of Xiangcai Securities, said that to create comprehensive solutions for customers, we must not only pursue leading in a certain index; ultimately, we must rely on complete system support. Understanding demand is the starting point of service, asset allocation is the core core, investment is a first-line window to link customers and deliver value, back-office operations are a solid guarantee, and collaboration is a key capability throughout. The real difficulty is to organically connect and connect the five links of identification, configuration, service, operation, and collaboration. In terms of intensive operation, Qiu Yuqiang believes that intensification is not simply reducing costs, but rather building a strong central office capacity at the headquarters, settling down standardized and replicable capabilities, so that the headquarters and branches can be positioned separately and efficiently collaborated. The headquarters focuses on product refining, tool construction, and reaching the mass customer base. Branches return to territorial cultivation and focus on high-net-worth customers.