“Cloud investment teaching” under the epidemic situation: the investment adviser incarnates the anchor and walks into the “live broadcasting room”

“In order to ensure the smooth progress of each teaching live broadcast, colleagues struggle day and night.” Liu Mingjun, chief wealth officer of Huajin securities under HUAFA group and general manager of wealth management headquarters, said that it is both a mission and a responsibility to ensure continuous investment and education services during the epidemic.

On the evening of March 27, the Shanghai Stock Exchange issued the notice on several measures to deal with the epidemic, optimize self regulatory services and further ensure market operation (hereinafter referred to as the notice, and the industry referred to as “30 services”). It is mentioned that online education services for investors should be strengthened to meet the online learning needs of investors during the epidemic prevention and control period.

The reporter learned that various securities companies actively carried out online investment and education activities such as live broadcast and short video during the epidemic period. Some focused on the interpretation of hot policies of “stable growth”, and some followed the pace of disclosure of annual reports of listed companies to teach investors to understand the annual reports of listed companies and understand the market rationally.

recorded overnight before building closure,

ensure that the program is constantly on file

It coincides with the annual report disclosure season of listed companies. In order to provide more professional investment and education services to the public, Xiangcai securities investment and education base plans to launch the special investment and education column of “Xin” vision of financial report. However, just as the preparatory work was in full swing, the team suddenly received a notice of the closure of the office building.

“The recording of this column must be completed before the building is closed, which can be said to race against time.” According to the relevant person of Xiangcai securities, Shanghai Lujiazui Finance & Trade Zone Development Co.Ltd(600663) business department research and development department senior investment consultant Liu Xin and investment and education base new media operation manager Lu Guilin resolutely became the “villain”, returned to the company as soon as possible and worked overtime to record the program. After unremitting efforts, the program was finally recorded before the building was closed. “They worked overtime until 12 o’clock that day.”

The interpretation of the annual report is the highlight of the recent investment and teaching activities of Xiangcai securities. Xiangcai Securities said, “we believe that the popularization of knowledge related to the annual report is imminent, and more investors should be involved. Live broadcasting is one of the best forms.”

Hu Yi, from the investor education department of the investment advisory business department, said that since early March this year, Xiangcai securities investor education base has jointly launched the webcast of “eye opening reading the annual report” every week. However, due to the epidemic, the live broadcast activities have been transferred to the cloud since the second phase, and many of the originally designed live scenes cannot be presented. Originally thought that the live broadcast effect would be affected, but with the release of the annual reports of more and more listed companies, many “big companies” and “good track” appeared one after another, and investors paid more and more attention to the activities. “The effect of this live broadcast was surprisingly good. Nearly ten million hits were broadcast and reviewed in the fourth live broadcast. Many investors said that it is rare to have the opportunity to read the annual report with experts, hoping to continue.”

honed again and again,

only for the best live effect

Liu Mingjun, chief wealth officer of Huajin securities and general manager of wealth management headquarters, is responsible for coordinating the topic selection of investment and teaching live broadcast, and personally participating in the live broadcast at the same time.

He introduced that Huajin securities has carried out the interpretation of the hot policy of “stable growth” and the live broadcast of characteristic themes such as “flying against the wind and waiting for flowers to bloom”. The company’s team insists on live broadcasting every week, do a good job in online “face-to-face”, timely track policy developments, interpret the market, analyze the performance reports of listed companies, and dispel doubts and doubts for investors.

It is reported that there is a lot of preparation work in front of and behind a live broadcast, which needs to be completed by the team. Xiang Pengfei, an employee of Huajin securities wealth management headquarters, is a member of the team. His behind the scenes work includes: elaborating the live broadcast scheme around the theme before the live broadcast, determining the interactive Q & a content, debugging the live broadcast equipment, etc; After the live broadcast, we should review the live broadcast effect in time, and summarize and think about how to promote the further integration of investment and teaching work and wealth management business, “honing again and again can achieve the best live broadcast effect.”

In addition to the relevant live broadcast activities of investment and education, the digital finance department has also devoted itself to the work of investor service with a series of actions. It has produced a variety of investor education works, including a series of comics, posters, cases and video courses, which have been released on “Huajin securities” and “voice of Huajin securities” to provide investors with a vivid and interesting audio-visual experience.

“Continuing to carry out investor education activities is an important step to improve the level and ability of investors. It is also the responsibility and obligation of securities companies and an important link for Huajin securities to maintain customers.” Huajin Securities said that by carrying out characteristic investor education activities, serving customers, advocating rational investment concept, enhancing investors’ risk prevention awareness, improving financial management ability, and transmitting warmth and strength to investors.

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