On September 11, the “2026 Financial Institutions Annual Meeting and Securities Industry Wealth Brokerage Forum” hosted by the Securities Times was held in Shenzhen. Li Wanqing, co-head of the financial management headquarters of Huatai Securities, said that in the comprehensive customer service solution chain, the challenge that needs to be overcome now is customer insight. Brokerage firms often get not all of the customer's assets, but only part of the risky assets. Traditional KYC questionnaires also make it difficult to understand the customer's real needs. The first step is biased, and all subsequent service matches will deviate. Li Wanqing explained that as an “All in AI” strategy implementer, AI has an important ability in the comprehensive service scenario: extracting the scattered ability originally scattered across various business departments and first-line investors, forming the company's unified digital assets and turning them into group capabilities. Take serving entrepreneur customers as an example. In the past, focusing on announcements, making appointments, and forming plans was a process of hierarchical funnel and consumption; now, business opportunity tracking is done by AI. When generating plans, the back office already gathers comprehensive requirements such as product configuration, financing services, and transaction services. AI can also generate communication strategy suggestions before visiting, and the efficiency and quality of the plan have improved markedly.

On September 11, the “2026 Financial Institutions Annual Meeting and Securities Industry Wealth Brokerage Forum” hosted by the Securities Times was held in Shenzhen. Li Wanqing, co-head of the financial management headquarters of Huatai Securities, said that in the comprehensive customer service solution chain, the challenge that needs to be overcome now is customer insight. Brokerage firms often get not all of the customer's assets, but only part of the risky assets. Traditional KYC questionnaires also make it difficult to understand the customer's real needs. The positioning in the first step is biased, and all subsequent service matches will deviate. Li Wanqing explained that as an “All in AI” strategy implementer, AI has an important ability in the comprehensive service scenario: extracting the scattered ability originally scattered across various business departments and first-line investors, forming the company's unified digital assets and turning them into group capabilities. Take serving entrepreneur customers as an example. In the past, focusing on announcements, making appointments, and forming plans was a process of hierarchical funnel and consumption; now, business opportunity tracking is done by AI. When generating plans, the back office already gathers comprehensive requirements such as product configuration, financing services, and transaction services. AI can also generate communication strategy suggestions before visiting, and the efficiency and quality of the plan have improved markedly.