---
title: "Event | Jul 25 Shanghai — Fintech Momentum: AI in Financial Innovation & Services"
author: "Unique Research"
sourcePublication: "Unique Research (FFCAP English library)"
originalPublishedAt: "2024-07-15T18:10:00+08:00"
canonical: "https://ffcap.cn/en/research/20240715a07aez00"
source: "https://ffcap.cn/en/research/20240715a07aez00"
language: "en"
cnSourceUrl: "https://view.inews.qq.com/a/20240715A07AEZ00"
---

# Event | Jul 25 Shanghai — Fintech Momentum: AI in Financial Innovation & Services

_Unique Research · Insight / Event preview · July 15, 2024_

AI is becoming a key lever for financial institutions to raise efficiency, service quality, and risk management. Unique Research, together with **Lanma Tech** (Unique Partner, co-organizer), **Shenqing Tech**, and **Tianxin Tech**, presents _Fintech Momentum: AI in Financial Innovation and Services_ — bringing finance experts, technologists, and enterprise leaders to explore AI for process optimization and better customer experience via cases, demos, and deep discussion (personalization, robo-advisory, risk, compliance monitoring).

## What you’ll get

-   How AI helps institutions understand customers and markets
-   Precision marketing and CRM with AI
-   Innovation in product design, risk, and compliance checks
-   Networking with industry leaders for partnership opportunities

## Speakers & topics

**“LLM practice in the securities industry”** — **Chai Zhiwei**, founder & CEO, Shenqing Tech. Focuses on commercializing frontier AI in finance, retail, power. Ex-IBM Global Business Solutions R&D director; head of Shanghai AI Development Lab; solutions for ICBC, CCB, Citi, Guotai Junan, Walmart, State Grid, and other Global 500s.

**“LLM-based AI agents in finance”** — **Zhou Jian**, founder & CEO, Lanma Tech (Unique Partner). SJTU CS B.S./M.S.; 2002 ACM ICPC world champion (first Asian team). Joined Google U.S. HQ 2006 (Chinese web search quality); later R&D director / CTO roles at Alibaba Cloud, MediaV, Yitu, Hongji RPA. Decade of serial entrepreneurship; Yitu employee #10; Hongji RPA CTO — deep AI, big data, enterprise software track record.

**“AIGC video interactive marketing for finance”** — **Guo Erdong**, partner, Tianxin Tech. BUPT graduate; 20 years telecom/internet (Alcatel-Lucent Shanghai Bell, ASK-CS, EDDA, GENBAND). Leads Tianxin smart interactive marketing in finance; projects with Cigna & CMB, China Insurance, ZhongAn, Weixin Finance, PPDai; drives product planning and go-to-market.

## Agenda

-   14:00–14:30 Check-in
-   14:30–15:10 Securities LLM practice (Chai)
-   15:10–15:55 LLM agents in finance (Zhou)
-   15:55–16:35 AIGC video interactive marketing (Guo)
-   16:35–16:45 Break
-   16:45–17:30 Roundtable

_Registration channel in original Chinese post / images (3 images in source)._

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Editorial English edition published on UniqueCapital: https://ffcap.cn/en/research/20240715a07aez00
On-site reading page: https://ffcap.cn/en/research/20240715a07aez00