Huaxia Fund: sharing of digital transformation practice achievements in the fund industry

In recent days, , Star ring technology held... Online 2022 Spring new product launch week , Bring digital base 、 Digital transformation 、 Domestic substitutes 、 Four topics on data security and circulation ,60 More than speeches . From finance 、 energy 、 traffic 、 government affairs 、 Colleges and universities 、 Customers in many fields such as operators 、 Partners speak for themselves , Share the successful experience of digital transformation .

ChenYiXin, head of the financial technology line of Huaxia Fund, combines her own exploration and experience in the field of financial technology , brought 《 Digital transformation practice of fund industry 》 keynote speech .

Huaxia Fund Management Co., Ltd. was established in 1998 year 4 month 9 Japan , It is one of the national fund management companies approved by China Securities Regulatory Commission . Due to the 2021 year 6 month 30 Japan , The scale of assets under management of the parent company and subsidiaries of Huaxia Fund exceeds 1.7 One trillion , Over service 1.8 Billion individual investors and nearly 7 10000 institutional customers .

In the wave of digital transformation 、 Changes in customer structure and preferences 、 Under the multiple influences of the digital economy policy environment , The digital transformation of the fund industry has entered a comprehensive digital intelligence stage , Step into data as an asset 、 A new journey aiming at intelligence . Mainly in ： Data technology provides capability support for digital transformation , Changes in customer base and preferences lead to service innovation , Policies create a good environment for the development of data economy , Seeking innovation and development is the internal driving force of fund companies' digital transformation .

Digital application scenario recognition ： marketing 、 Investment research 、 Middle office management

Huaxia Fund combines technological innovation and business characteristics , Focus on marketing and sales 、 Investment and research 、 Identify digital application scenarios in the three areas of operation and middle and back office management , Seize the opportunity for development ：

In the field of marketing and sales

, Customer sales 、 The promotion of marketing and service capabilities is the first digital strategic area for most fund companies , Analyze customer behavior with digital tools , Insight into differentiated needs , So as to deliver suitable products or services to customers through appropriate channels , Comprehensively improve digital customer acquisition 、 Live guest 、 Marketing ability to retain customers .

In the field of investment and research

, Research and investment are the fundamental elements to create competitive advantages of differentiated products , At present, mature solutions have not been formed in the field of intelligent investment and research , It has broad development space , How to make deep use of scientific and technological means to improve the efficiency of data acquisition , Enhance the accuracy of investment research and decision-making , Reduce transaction costs , Eliminate potential risks , It is a key area for short and medium-term fund companies to explore digital transformation .

In the field of operation and middle and back office management

, Efficiency improvement is of great significance to fund companies , Based on Process Reengineering and optimization , Rely on robots , natural language processing , Low code and other technologies comprehensively improve the automation level of operation management , It can make professional management personnel spend less on inefficient administrative affairs 、 Repeat the time on the operation process , Release more energy into high value-added fields , It helps fund companies form a low-cost competitive advantage .

The transformation and development ideas of Huaxia Fund and the key points are sorted out

Huaxia Fund will be committed to building an industry-leading digital management company in the future , Turn science and technology into a new core driving force , Promote efficiency growth 、 Scale growth and performance improvement .

The overall development idea is ：

• Adapt to financial internationalization 、 Digital Trends , Seize the opportunities brought by new technologies , Committed to upgrading from science and technology support to science and technology leading , We will truly promote governance efficiency with science and technology ;

• Promote the deep integration of digitalization and business , In trade 、 investment 、 Research 、 marketing 、 Major breakthroughs have been made in operation and other aspects , Build independent core technology capability ;

• Actively benchmarking with internationally advanced , Strengthen the integration with the world , Introduce international talents and experience , Build a moat with technological advantages ;

• Become a leader in the scientific and technological capabilities of domestic fund companies .

In exploring new business models for technology output , The development focus of Huaxia Fund

Include ：

• Establish an advanced intelligent marketing system , Comprehensively improve the level of intelligent marketing , Build an advanced customer relationship management system ;

• Build an integrated platform for wealth planning , Support the business process reengineering of fortune head ;

• Overall implementation of the investment research integration project , Focus on creating data driven , With intelligence 、 Efficient 、 The whole process of visualization as the goal 、 Whole business 、 All asset investment and research integration platform ;

• Accelerate the upgrading of digital management and service capabilities , Accelerate the improvement of data governance mechanism , Breaking the data silos , Realize the deep integration of internal and external data resources , Improve data service efficiency ;

• Actively promote artificial intelligence 、 machine learning 、 Application and innovation of new technologies such as big data ;

• Steadily optimize the infrastructure and overall system architecture , Coordinate and optimize data resources 、 Algorithm model 、 Computing power support and other core assets of artificial intelligence , Steadily promote artificial intelligence in intelligent sales 、 Intelligent investment research and other fields , Build a whole process intelligent financial service model .