the market is booming, and securities firms have ushered in a "golden age"

2024-10-02

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the enthusiasm of new investors surges, and the "password" of old customers is lost.

the popularity of the a-share market has brought about a large number of account opening applications. when some investors saw the market going up rapidly, they rushed into the market and started opening accounts. at the same time, many old customers also experienced unexpected delays in the account opening process due to forgotten passwords or permission issues.

the pressure behind the “golden age”: responsibilities and challenges of securities firms

faced with such huge demand for account openings, brokerages are also facing tremendous pressure internally. the sales department and the middle and back-office review departments are in a state of tension. employees work overtime on weekdays and weekends to do their best to meet customer needs. at the same time, in order to cope with the rapid development of the market, some securities firms have actively increased investment in account opening business and taken various measures to deal with challenges, such as providing online account opening services around the clock and arranging sales department employees to stay at their posts.

investment advisors in the “golden age”: the boom of wealth management business

in addition to the sales department and middle and back offices, wealth management business has also ushered in a “golden age”. investment consultants and research institutes have taken action to provide investors with professional market interpretation and investment advice. many securities firms use live broadcasts to interpret market dynamics in real time and conduct interactive communication. for example, galaxy securities uses daily live broadcasts to explain market conditions to attract investors' attention; guolian securities uses live broadcasts to explain "national day's 'certificate' energy, find the general direction of guolian" through live broadcasts to guide investors to make correct investment decisions.

future prospects: how to respond steadily?

as the a-share market continues to develop, securities firms need to continue to innovate and improve service efficiency and quality to cope with the challenges of market changes. in addition, securities firms also need to strengthen internal communication and cooperation and work with all parties to provide investors with safer, more convenient and efficient services and create a good investment environment.