The Response to Digitalization Amongst Chinese Wealth Management Brands

An afternoon of networking, learning and vibrant discussions on how to move the industry forward

October 25, 2023

Hosted by Trading Central, the Digital Wealth Roundtable held in Shenzhen, China on October 25th, 2023 brought together China’s retail brokerage leaders and Fintech experts for an afternoon of networking, learning and vibrant discussions on how to move the industry forward.

Attendees had the pleasure of hearing keynotes from Ms. Cindy, Global Head of Market Data and Research of Tiger Brokers, and Mr. Zhang Huan, Founder of Zhitong News & Chairman of Songgang Capital. They shared their unique insights into the Chinese retail brokerage industry, the current economic situation and policy changes.

How the Financial Industry Responds to Digitalization

Presented by: Ms. Cindy, Global Head of Market Data and Research at Tiger Brokers

Delivering a personalized digital user journey

Chinese wealth management firms have invested in big data, behavioral finance and A.I. to personalize digital user experience.

The Chinese retail financial industry is transitioning into an integrated model, where a comprehensive ecosystem will meet customers’ broader needs.

Success stories will be built on leveraging external resources and efficient partnerships with disruptive vendors like Trading Central. Leading brokerages will leverage innovative vendors to build an interconnected ecosystem.

Adapting to Change - Speed is of the Essence

The Chinese financial industry is expected to undergo significant structural changes in the coming years, specifically regarding technology innovations. Financial institutions need to be agile and focus on meeting the needs of their users. In this era of rapid change, industry leaders will be those who act and adapt promptly.

Retail Brokerages Under Regulatory Seal

Presented by: Zhang Huan, Founder of Zhitong Finance & Chairman of Songgang Capital

Market Dynamics: Significant Challenges and Uncertainties

The Hong Kong financial sector has been impacted by the withdrawal of U.S. capital, the rise in U.S. bond yields, and new regulation of mainland Chinese institutions.

Despite these challenges, the Hong Kong capital market remains strong, attracting capital due to its long-term appeal.

Supporting investment decision making through innovation

Modern investors are looking for simple, actionable insights, supported by backtested models, to help them improve returns and manage risk.

Trading Central makes it easy for digital wealth platforms and Mobile Apps to embed A.I. driven research and insights to support investors decision-making. These tools drive brokerage revenues, engagement, service quality, and client satisfaction.

Trading Central is your one-stop-shop of actionable investment research, from technical and fundamental analysis, news and sentiment and economic research.

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Insights from the

Digital Wealth Roundtable Shenzhen

Shenzhen, China

on

October 25, 2023

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