Another flagship business of CICC fortune is in Beijing this time.
Beijing Jianguomenwai Street business department is the first business department established in China International Capital Corporation Limited(601995) 2003. It was not only the pioneer of China International Capital Corporation Limited(601995) brokerage business, but also the founder of wealth management services. On January 7, 2022, the "eldest son business department" moved to Huanxin, coordinate with Beijing Yintai Center. 19 years after its establishment, it upgraded to the fifth flagship business department of CICC fortune with a new look.
"With fewer and fewer counter business, why do we still choose to upgrade? It's not just to give customers and employees a good scenery." Wu Bo, President of CICC wealth, said that giving the business department more connotation and innovation scenes is what CICC wealth is trying to do.
With the successive landing of five flagship business departments in Guangzhou, Shenzhen, Shanghai, Tianjin and Beijing, these flagship business departments have opened and enriched the industry's imagination of traditional offline business departments with larger area, better vision and more comfortable experience. CICC fortune has made rich planning for the relocation of the business department of Jianguomenwai street in Beijing. A three-week theme series of activities turn the business department into a high-frequency energy field for communicating with customers and providing services.
Image upgrading is only an external expression visible to the naked eye. What deserves more attention is the new connotation given to the business department by CICC wealth in the era of Wealth Management 3.0 and the rethinking of its role definition.
From a functional place with the main functions of customer transaction and business handling to a scene space of "meeting offline with customers and further building trust", the upgrading of the role of the business department is not only the epitome of the development of wealth management, but also another window for the industry to think and observe "how to really take customers as the center".
the best area is reserved for customers, and employees share innovative stations
The flagship upgrading of each business department is an important layout for CICC wealth, as is the upgrading of the business department of Jianguomenwai street in Beijing.
The office area of the business department of Jianguomenwai street in Beijing, which moved to the new site, is 2100 square meters, which is the same as that of the business department of Kerry construction Plaza in Shenzhen, half of which is the customer activity area, and still maintains the layout of the living room of high-end customers. "The area with the best line of sight is the customer area." Cai Xiaochun, general manager of the sales department, mentioned that all kinds of offline activities and customer exchanges are carried out in the customer activity area; The other half is the staff office area.
Beijing Jianguomenwai Street business department has 153 stations, of which 44 are fixed and 109 are shared. CICC wealth's dozens of integrated wealth management (IWM) and private wealth management (PWM) teams in North China are the main composition of employees here. Consistent with other flagship business departments, Beijing Jianguomenwai Street business department also adopts the concept of shared office.
"The reservation function of work station and conference room will be fully promoted in the enterprise wechat in the near future. At that time, it will be more convenient for employees to work and invite customers." Wang Jianli, member of the CPC Committee and vice president of CICC wealth, said, "we want to build the business department of Jianguomenwai street in Beijing into a home for all CICC people in Beijing."
Huanxin is not only the upgrading of image, but also the in-depth exploration of wealth management by CICC wealth as a wealth management brand of China International Capital Corporation Limited(601995) . Focusing on the new offline network positioning and management concept, it is an ongoing attempt of CICC wealth to upgrade the flagship of the existing regional business department with regional advantages and upgrading needs.
With the same style of furnishings and decoration, these flagship business departments follow the same concept - "flagship + satellite" mode combined with vertical management, "turn each network into a common home for all colleagues in the urban area, take the customer as the center, and fundamentally break the boundary of the business department." Cai Xiaochun said.
The rich opening ceremony of is a constant push for customers to reach
Since its establishment for 19 years, the spatial pattern of the traditional business department has faded. The business department of Jianguomenwai street in Beijing has opened its second brand-new development journey with the new face of CICC wealth flagship network. The quiet and elegant art exhibition and the lively opening ribbon cutting appear at the same time, which is one of the important plans of CICC wealth housewarming ceremony.
In addition to the art exhibition, this three week opening series of activities also carried out other distinctive planning. Cai Xiaochun, head of the sales department, said that the series of activities were "customer-centric", 22 customer activities were prepared, covering 24 themes, and more than 30 guests were invited. Including the white paper on asset allocation of major categories, which was brought by Qiu Jin, chief investment officer and managing director of CICC wealth service center, as well as the A-share market outlook and various asset allocation suggestions in 2022.
Public welfare activities are also an important part of this opening activity. Funding the exhibition of students' paintings is an important link. Paintings will be auctioned and donated in follow-up activities. At the same time, customers who came to the event were invited to bring their idle clothes and books to the business department for donation.
"We hope that customers will not only come to listen to the investment forum, but also do some meaningful things with us and practice the wealth value of \'wealth to the good\'." Cai Xiaochun said, "we hope to reach the various needs of customers through various activities and truly focus on customers."
From the first communication, there are not a few customers who came to participate. It is obvious that the communication between wealth management institutions and customers is not only products, but also richer touch methods to improve customers' sense of dependence and adhesion.
the connotation of flagship business department in the eyes of president Wu Bo
Whether it is a theme Investment Forum, a painting exhibition or a public welfare activity, it is only the externalized expression of the connection and communication between the business department and customers as the physical place of China International Capital Corporation Limited(601995) . What is more worth exploring is the new definition given by CICC wealth to the traditional place of business department under Wealth Management 3.0.
The power of science and technology makes the business department no longer an important offline functional carrier of securities companies. This also forced more business departments to embark on the road of transformation: they bid farewell to the era of street front on the first floor in the early stage, and moved to the upper floor of office buildings one after another; With smaller area and fewer employees, the light transformation trend is still continuing; More sales departments are disappearing. According to the reporter's statistics, more than 60 brokerage business departments were merged in 2021.
"I can\'t go to the business department once a year" is the impression of more and more ordinary investors. In this context, closing the business department may also be an option, but CICC wealth hopes to endow the business department with more connotation through the upgrading of outlets, and think deeply about how its role positioning will be transformed.
"With fewer and fewer counter business, why do we still choose to upgrade? It's not just to give customers and employees a good scenery." Wu Bo, President of CICC wealth, said that at present, the business department has been transformed into a place to "build trust with customers", and its scene connotation is urgently needed to be enriched.
Omnichannel platform tribe is one of the three existing tribes of CICC wealth, and Wu Bo is also the head of the tribe. The tribe has three agile teams, namely client, investment and consulting and omni channel journey optimization. The client and investment consultant focus on providing customers and investment consultants with solutions for online digital tools such as app, applet and PC. Omni channel journey optimization undertakes the responsibility of scene exploration of outlets.
Imagination space is being opened in the upgrading of the network, in which the scene activity with the theme close to life is an important starting point. For example, the newly upgraded and revitalized Business Department of Jianguomenwai street in Beijing has enriched the interaction scenes between customers and business departments in the form of a series of theme activities. The same attempt was also carried out in the other four flagship business departments of CICC fortune. Shenzhen Kerry construction business department carried out more than 70 offline theme activities in 2021, covering nearly 5000 customers.
"Moving to a new office building is just a broad concept." Wu Bo stressed, "to give the business department more connotation and innovation scenes is what CICC wealth is trying to do."
(source: financial Associated Press)
