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  • Summit & Event :
    With field research of markets and industries which is analyzed from a global strategic perspective by our professional teams, as well as hot topics which interest leadership and management, Shine Consultant provides you with one-stop platform of dialogue, practice -sharing and social network!
  • Shine Speaker Bureau:
    Committed to provide keynote speakers, executive learning masterclasses and boardroom advisory for global enterprises and institutions, each service provides a deeper and more interactive experience, especially for small, selected audiences and key individuals. We have the resources of the most influential business leaders and experts, who are the most outstanding representatives in their fields. Our team consists of experienced speech and event managers, and we focus on building long-term and in-depth partnerships.
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    As world-class insight network, we connects clients-decision makers with vetted subject matter experts-advisors. Our clients leverage the insights and perspectives shared by our advisors to stay informed and make better business decisions.We have over 600,000 Shine Advisors in 20 industries, which continues to grow every day.
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    Committed to be the world's most professional provider of industrial Summit & Event. We provide one-stop professional services, including investigating and planning, on-demand inviting, marketing and promoting, operating, project management, live& digital conference, each service is performed by an experienced professional team matched with long-term industrial resources. We focus on establishing long-term and in-depth partnerships.
Guest Information
YAO Xin
YAO Xin
Positions:

General Manager

Company:

Beijing Financial World Technology Co.,Ltd

金融科技行业资深专家,中国人民大学第一届金融科技方向工商管理硕士,CCTV证券资讯频道特邀嘉宾,国际金融理财标准委员会特别技术顾问,中国金融理财师年会特约演讲嘉宾,中国金融理财师大赛组委会联席秘书长,北京财蕴天下信息技术有限责任公司总经理,中国人民大学MBA金融科技实战课程带头人。


长期从事技术管理、银行电子信息化、互联网金融研究、金融科技管理等工作,经历了我国金融科技发展的全过程,并在关键节点担任关键岗位的领导职务,拥有极为丰富的管理经验,擅长系统架构、战略规划、管理咨询、财富规划等领域,对互联网金融与金融科技对金融机构的推动有深刻的理解与认识。


项目经验:

•为一家大型国有银行搭建智能资产配置系统项目,利用云计算技术每天为数万专业人士提供高效的资产配置工具与信息。

•为一家全国性商业银行打造了全新的财富管理系统,利用大数据技术为全国数百万金融消费者提供精准的财务诊断与财务规划服务。

•主导一家大型商业银行的基金销售系统信息化转型,并利用人工智能技术提供智能投顾服务,几年来智投组合年化收益均维持在4%-9%之间,最大回撤和波动率也远低于同期沪深指数,该系统上线后的销售转化率常年维持在50%以上。

•参与一家全国性保险公司高客部财富管理系统及新型职业健康财富规划师的创建,专业化地服务于高净值人群及家庭全生命周期,拓宽了行业销售精英的职业发展方向。

 •为一家全国性电信运营商提供互联网金融转型咨询,并协助其打造了全国性互联网金融服务平台,成功为全国上亿用户提供普惠金融服务。


主讲课程:

《金融科技下的财富管理实战》,《科技进步引领支付方式变革》,《金融科技核心技术解析》,《智能投顾核心理论与算法解析》等等。