招商银行推出金葵花财务规划服务体系
8月23日,招商招商银行正式发布了金葵花财务规划服务体系。银行该体系旨在解决居民面临的推出财富管理问题,延续客户美好生活品质。金葵
金葵花财务规划服务体系包含投资规划、花财划服保障规划、规务体子女教育规划、招商退休养老规划、银行金葵花财富信托规划和投融资规划六大板块,推出是金葵招商银行依据中国居民当前的财富现状,结合16年财富管理经验,花财划服4万亿客户总资产管理实践和200余万资产配置案例实践,规务体由境内外百余名金融、招商法律、银行IT、推出财富管理专家历时两年研发而成的。
招商银行方面表示,财务规划服务体系秉承着招行“为客户提供温暖人生的财富管理方案”的理念,聚焦当前中国居民的财富问题,旨在为中国居民提供以家庭为单位、覆盖全生命周期财务规划方案,制定合理的目标和提供科学的配置建议。招行希望,财务规划服务不仅能解决客户的财富问题,更能成为客户实现人生幸福目标的重要工具。
居民需要提前做好家庭财富的合理规划,提前做好各种可能的危机应对,才能摆脱焦虑,实现更长远的目标。然而,财富管理是专业性相对较强的领域,专业壁垒短期内很难逾越,居民在理财时易陷入三大误区之中。具体包括理财方式单一化,缺乏多元化配置;盲目追求高收益,忽视收益背后隐藏的风险;以及追求短期获利,忽视长期投资。
招商银行积极响应客户这一需求痛点,财务规划也应运而生。招行借鉴发达国家和地区的先进经验并与国内实际相结合,依托丰富的财富管理和资产配置经验,结合前沿的金融科技,打造了一套国内首创的综合财富管理方案——金葵花财务规划服务体系。
招商银行有关负责人表示:金葵花财务规划服务体系的的设计和开发绝非一朝一夕之功,而是在招商银行已有的资产配置能力和财富管理经验基础上,经过反复研究而成的。招商银行于2012年即自主研发了资产配置系统,至今已为客户出具了80余万份资产配置建议。2017年,招行发布了国内首只“金葵花”资产配置指数,开启了国内居民理财从单一投资到综合理财的新篇章。
招商银行介绍,金葵花财务规划服务体系具备专业化、智能化、定制化、产品覆盖面广、长期性等五大特色优势。目前,该服务体系已正式上线,今后客户可以到招商银行各网点直观地体验财务规划服务,出具规划报告,并在网点客户经理的协助下将财务规划方案有效落地。
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