Author: Kim Ping Media JPM
The "2024 6th Annual Conference of Retail Banking Leaders", hosted by Shanghai Shiyan Management Consulting Co., Ltd. and supported by Shanghai Pudong Institute of International Finance, Shanghai Big Data Alliance, Yangtze River Delta Fintech Research Institute, and Internet Finance (Shenzhen) Alliance of Small and Medium-sized Banks, was held in Shanghai on April 11, 2024, and ended successfully on April 12.
With the theme of "Combination of Industry and Technology, Resilient Growth", the summit focused on the changes and opportunities of retail finance in the post-epidemic era, the quality and efficiency improvement of retail business empowered by financial technology, and the era of intensive stock cultivation, exploring the path of differentiated development of retail business, focusing on product innovation, and building a new era of consumption ecological scenarios.
The conference has a two-day agenda, four major topics, and several speakers will share the theme around a topic every half day.
On the morning of April 11, Li Zhenzhen, Deputy Secretary-General of Pudong Institute of International Finance, delivered a speech as the host of the conference and announced the official opening of the conference.
At the first topic, "Changes and Opportunities in Retail Finance in the Post-Epidemic Era", Yuan Dongning, Deputy General Manager of the Wealth Management Department of China CITIC Bank, delivered a wonderful speech entitled "Riding the Waves, Digital and Intelligent Wealth Management with Rapid Transformation in the Stock Era" as a keynote speaker. Subsequently, Xia Zhiyuan, senior manager of the Big Data and Artificial Intelligence Laboratory of the Institute of Financial Technology of Industrial and Commercial Bank of China, took the stage to share a keynote speech entitled "Thinking and Practice of Large Model Financial Application". Then, Li Xueshuang, deputy general manager of technology of Shengdian Technology, brought the theme sharing entitled "Palm Vein Recognition and Authentication Solution for Mobile Banking", and introduced and gave a speech on the solution of palm vein recognition and authentication for mobile banking. Yan Ming, head of retail big data marketing at Ping An Bank, delivered a speech entitled "Design of the "Big Model" of Customer Management", analyzing the current "big model" design of customer management in retail banks. The last lecture of the morning was from Tailun Chi, General Manager of Personal Banking Department and President of Shanghai Branch of HSBC, who shared "Digital Technology Empowers Smart Retail Banking".
The second topic is "Fintech empowers retail business to improve quality and efficiency". First of all, Hao Baomin, deputy general manager of the retail department of Bank of Hangzhou, gave a keynote speech on "Building a Scene Ecology, Deepening Customer Group Management, Strengthening Digital Intelligence Empowerment, and Helping to Improve Efficiency". Subsequently, Ren Xinyi, Chief Product Officer of Finogeeks, delivered a speech entitled "Crossing the Technology "Gap": Technical Practice of Assembling HarmonyOS App Based on Mini Programs". Next, Mao Lihui, General Manager of the Retail Department of Langfang Bank, gave a speech on the theme of "Development Strategies and Practices of Retail Banking for Small and Medium-sized Banks". After a short tea break, Zhao Yibo, head of the risk management team of the wealth platform department of China Merchants Bank, brought "The Application of Digital Risk Management in the Retail Field", and Cai Yue, CFO of Convertlab and chief expert of the financial industry, discussed "From Efficiency Tools to Data Cognition: Digital Marketing Sharing of Retail Banking Business". Zhang Fucheng, Vice President of Shanghai Unicom Fintech Research Institute, shared "Fintech and Retail Banking Integration: Creating a Seamless and Convenient Customer Journey". Zhou Bing, deputy director of the retail foundation and channel R&D team of the Software Development Center of Bank of Beijing, delivered a speech entitled "Practice of Digital Operation System Construction of Large Retail Business". At the end of the first day of the meeting, a roundtable discussion was held with the theme of "Discussion on the Current Difficulties and Breaking Ideas of Retail Finance", which was chaired by Yuan Dongning, Deputy General Manager of the Wealth Management Department of China CITIC Bank, Zhou Bing, Deputy Head of the Retail Foundation and Channel R&D Team of the Software Development Center of Bank of Beijing, Hao Baomin, Deputy General Manager of the Retail Department of Bank of Hangzhou, Li Yang, Assistant General Manager of the Financial Management and Private Banking Department of Shanghai Rural Commercial Bank, and Mao Lihui, General Manager of the Retail Department of Langfang Bank.
On April 12, Wu Wei, Technical Director of Shengdian Technology Solutions, served as a guest speaker at the conference and announced the official start of the next day's conference. The second day of the conference also consisted of two main topics, which were professionally interpreted by the heavyweight speakers.
On the third topic, he discussed the "Era of Stock Intensive Cultivation and Exploring the Differentiated Development of Retail Business". First of all, Jiang Zhaohua, Director of the Science and Technology Innovation Financial Innovation Laboratory (Suzhou) of Hengfeng Bank Head Office and Secretary of the Party Committee and President of Suzhou Branch, shared "Ecological Construction is the Mainstream Direction of Digital Transformation of Retail Banks", and Tong Weiqiang, Deputy General Manager of the Personal Finance Department of Bohai Bank, delivered a speech entitled "Analysis of the Innovation Path of Digital Operation of Retail Customers". Next, Zhou Xiaoqian, Director of Institutional Business of Jianzhi Data, shared "Inclusive Financial Artifact: Intelligent Flow Mining in the New Era". Tian Feng, Senior Chief Operating Officer of Beyondsoft Technologies, discussed the Practice and Exploration of Digital Transformation of Banks. In the last lecture of the morning, Xu Wei, a former member of the expert group of the Internal Audit Bureau of the China Banking and Insurance Regulatory Commission and a member of the expert group of the Consumer Protection Bureau, shared the key points of financial supervision and consumer protection from the perspective of the two sessions.
In the afternoon of the second day, the topic was "Focus on Product Innovation and Build a New Era of Consumption Ecological Scenarios". First of all, Cui Libing, Deputy General Manager of the Retail Department and General Manager of the Wealth Management Department of Bank of Zhengzhou, shared "Exploration of the Development Path of Wealth Management Business of City Commercial Banks", and Lin Jie, Deputy General Manager of the Joint Innovation Center of the Internet Banking Department of Zhongyuan Bank, delivered a keynote speech entitled "Introduction to the Joint Innovation and Cooperation of "Perpetual Loan". Then, Cheng Xiaohua, head of the wealth management center of the head office of Rizhao Bank, shared with the audience "Abide by the original intention of "finance for the people" and build a characteristic wealth management bank", and then Jiang Xufeng, general manager of the retail banking department of SinoPac Bank, discussed with the guests "How to create a good financial product and customer experience". Xu Yongle, Deputy General Manager of the Internet Finance Department of Suzhou Rural Commercial Bank, shared "Customer-centric Scenario Construction: A New Engine for Enhancing the Competitiveness of Retail Banks". Chen Shaolei, head of risk technology of the Risk Control Science Department of Xinwang Bank, introduced the practice of digital banks in financial anti-fraud. The next panel discussion was on the theme of "Small and Medium-sized Banks Unlocking the New Ecology of Retail Transformation", which was moderated by Xu Yongle, Deputy General Manager of the Internet Finance Department of Suzhou Rural Commercial Bank, Jiang Xufeng, General Manager of the Retail Banking Department of Yongfeng Bank, Shi Zhihui, Assistant Director of the Fintech Laboratory of Jiangsu Sushang Bank, Cui Libing, Deputy General Manager of the Retail Department and General Manager of the Wealth Management Department of Bank of Zhengzhou, and Dr. Zhao Guodong, Chief Technology Officer of Shengdian Technology.
At the same time, the "Golden Tripod Award" award ceremony was held at the same time, and 62 banks in the Asia-Pacific region were shortlisted for the award ceremony, and after the jury reviewed at various levels, 15 banks and 3 related companies stood out from the shortlisted awards and won the final 2024 Golden Tripod Award Banking Award. The award is self-declared by the enterprise, and the judging committee composed of professionals from industry associations, industry alliances, media and consulting companies will discuss and select the shortlist of each award, and after evaluation and voting, the final annual list of winners will be produced, congratulations to the following companies:
Best Retail Bank Digital Operation Innovation Award of the Year - Bank of Communications Co., Ltd
Best Digital Wealth Management Innovation of the Year - China CITIC Bank Co., Ltd
Best Retail Bank Digital Marketing Award of the Year - Ping An Bank Co., Ltd
Best Retail Bank Risk Control Innovation Award of the Year--China Merchants Bank Co., Ltd
Best Bank Digital Innovation Practice Award of the Year--Bohai Bank Co., Ltd
Best Retail Bank Technology Innovation Award of the Year--Bank of Beijing Co., Ltd
Best Retail Banking Product & Service Innovation Award of the Year--Bank of Hangzhou Co., Ltd
Best Credit Card Brand Innovation Award of the Year - Bank of Guangzhou Co., Ltd. Credit Card
Best Wealth Management Product Innovation Award of the Year - Shanghai Rural Commercial Bank Co., Ltd
Best Retail Bank Customer Experience Award of the Year - Bank of Zhengzhou Co., Ltd
Best Wealth Management Brand of the Year - Rizhao Bank Co., Ltd
The Most Competitive Small and Medium-sized Bank Digital Innovation Award of the Year-Xiamen International Bank Co., Ltd
Best Retail Bank Smart Community Innovation Award of the Year--Jiangsu Suzhou Rural Commercial Bank Co., Ltd
Best Rural Commercial Bank Retail Bank of the Year Award--Jiangsu Changshu Rural Commercial Bank Co., Ltd
Best Retail Bank Digital Transformation Innovation Award of the Year--HSBC Bank (China) Co., Ltd
Best Retail Banking Integrated Solution of the Year - Beyondsoft
The Best Digital Marketing Solution for the Banking Industry of the Year - Hangzhou NetEase Yanxuan Trading Co., Ltd
Best Credit Application Award for Turnover Analysis of the Year - See Data
So far, the two-day "2024 6th Annual Meeting of Retail Banking Leaders" has come to a successful conclusion. Shiyan Consulting hopes to continue to maintain close cooperation with senior experts, outstanding enterprises and institutions in the industry to provide cutting-edge information in the industry, explore industry trends, and facilitate business cooperation.
We would like to thank the following companies for their support of this event:
The success of this conference also benefited from the care and support of our media from all walks of life! Special thanks to the following media partners:
For more financial conference series, please check the official website: http://www.shine-consultant.com/