In May 2023, Guoxin Institutional Communication was officially launched. In just three and a half years, the platform has accumulated over 2700 institutional clients, with a total transaction volume exceeding 80 billion yuan, and the latest retention scale reaching 20 billion yuan. These numbers not only witness the solid footprint of the platform's continuous growth, but also serve as a practical answer for Guosen Securities to deeply cultivate institutional customer wealth management and empower the real economy.

Faced with the increasingly complex and diverse market environment of institutional wealth management business, Guoxin Securities has anchored the core pain points of institutional clients and created an integrated financial service platform of "production investment research sales", empowering business with technology and carrying trust with professionalism. Over the past three years, Institutional Communication has focused on integrating internal resources and building an external ecosystem, gradually demonstrating its strategic value. Internally, it is an important toolbox for improving the institutional service system and consolidating the institutional foundation of wealth management; Externally, it is a powerful lever for linking various institutional entities, deepening comprehensive financial development, and helping to irrigate the real economy with financial vitality. Looking towards the future, Institutional Communication will continue to iterate and upgrade, deeply promote the institutionalization transformation of the company's wealth business, smooth the channels for capital to empower the real economy, and use digital comprehensive financial services to support high-quality development.

Forge ahead with diligence, upgrade and iterate closely around customer needs.Since its launch, Institutional Communication has been customer-oriented, continuously expanding its service boundaries and enriching its business ecosystem from Institutional Communication 1.0 to 4.0, from web pages to WeChat mini programs. The platform's service customer base covers various institutional entities such as banks and wealth management subsidiaries, securities companies, large enterprise groups, public and private fund managers, social security funds, insurance companies, futures companies, etc. Institutional customers with different systems and business models can obtain one-stop financial services that are suitable for their own businesses.

Technology based, hardcore architecture to build an integrated institutional service base

The bottom layer of scale growth is supported by the powerful technical architecture and functional system of the platform. Institutional Communication focuses on the full business chain of institutional role management, account coordination, investment trading, clearing and reconciliation, and risk control, building a highly adaptable, secure, and scalable digital system capability.

At the organizational and account management level, the platform supports institutions to customize job roles according to their own organizational structure, flexibly allocate menu permissions to different positions such as traders, researchers, and approvers, and achieve clear hierarchical management of rights and responsibilities. Support parallel operation of multiple accounts, synchronized order viewing of profits and losses, without the need to repeatedly switch accounts, balancing the requirements of centralized management and transaction security for enterprises.

In terms of investment targets, the platform achieves full coverage of multiple asset categories, including public funds ETF、LOF、 Private placement, Hong Kong Stock Connect, treasury bond, convertible bonds and other products on and off the market, while supporting treasury bond reverse repurchase, customized fund investment advisory, customized income vouchers and other characteristic businesses, fully matching the diversified asset allocation needs of institutions.

Realize the full chain closed-loop of investment business from pre investment to mid investment and post investment. Massive market hot news and multi-dimensional in-depth research before investment; Compatible with trading of various varieties both inside and outside the investment market; Provide multi-dimensional post investment analysis capabilities for institutions, fund accounts, and product accounts, deeply decompose portfolio return performance, and provide data reference for institutional investment decision-making output.

In response to the long-standing industry pain points of complex documents and low efficiency of counter handling in institutional operations, Institutional Communication has created a unique clearing and reconciliation service. The platform can self obtain stamped off-site acceptance forms, off-site confirmation forms, and daily statements, and supports email subscriptions; More monthly, quarterly, semi annual, and annual multi cycle electronic statements can be downloaded with one click, and personalized billing templates can be customized according to institutional needs, completely eliminating the cumbersome process of paper document circulation and counter handling, significantly reducing the labor cost of institutional backend operations, and improving business operation efficiency.

The risk control system is deeply embedded in the entire business process, and the platform supports custom transaction review processes. It can configure up to six levels of internal approval nodes, perfectly adapting to special trading scenarios such as share repurchases and employee stock ownership plans; You can set up a black and white list of investment targets based on the fund account, and keep a complete log of all operations, ensuring that each operation can be traced and controlled, and risk control can be prioritized at all stages of the transaction.

Seize the opportunity and rush towards the new future of institutional digital services

20 billion yuan is an important milestone on the development path of Guoxin Institutional Communication, and also a brand new starting point. The trend of institutionalization in the capital market is constantly deepening, and the asset allocation, compliance risk control, and operational management needs of institutional clients are also constantly iterating and upgrading, which has raised higher expectations for intelligent investment research and efficient information processing.

Looking towards the future, Guoxin Institutional Communication will continue to rely on the comprehensive business advantages of Guoxin Securities, and under the guidance of the company's strategy, continuously iterate the technological foundation and polish product functions. On the one hand, we will continue to enrich asset supply, explore high-quality underlying assets, iterate investment research and post investment analysis tools, and deepen customized services with distinctive features; On the other hand, we will deeply layout the AI intelligent agent empowerment system, create institution specific intelligent research assistants, and implement AI product daily report automatic generation, AI in-depth research report interpretation, information intelligent summarization, data automatic collection and other capabilities. Relying on artificial intelligence to create more digital business scenarios and functional services, empowering finance with technology, and giving back trust with professionalism.

Institutional Communication will always adhere to the original intention of serving institutional clients, use technological innovation to solve the pain points of institutional business, accompany various institutional partners to seize market opportunities, and steadily move forward in the wave of high-quality development of the capital market.