On May 15, the results of Sina Finance's 2026 Fund Investor Education Case Selection were officially announced. ICBC Credit Suisse Fund, with its innovative investor education service brand "Investor Knowledge Hub," was awarded the 2026 "Best Investor Education Innovation Award."
Upholding the responsibility and commitment befitting a subsidiary of a major state-owned bank, ICBC Credit Suisse has actively explored innovative paths to integrate inclusive finance with investor education, guided by the principles of "quality, engagement, uniqueness, and companionship." In 2022, it launched the investor education innovation service brand "Investor Knowledge Hub," aiming to build a warm, in-depth, and broad community for investor growth. This initiative has not only reshaped the landscape of industry investor education but has also become a trust bridge connecting financial institutions with the general public.
Since its inception, "Investor Knowledge Hub" has utilized scenario-based, interactive, and digital methods to create a series of highly distinctive offline physical and online virtual exhibition halls, forming a unique "Investor Knowledge Hub" matrix.
1. The Nation's First Building-Type "Investor Education Pop-up Store": Targeting urban white-collar workers, ICBC Credit Suisse pioneered the building-type "Investor Education Pop-up Store," featuring five functional zones: "Ask Here, Break It Here, Invest Here, Watch Here, Snap Here." This space serves not only as a knowledge dissemination point but also as an emotional support center. It houses over 50 pieces of financial investment knowledge, analyses of more than 60 common investment misconceptions, and over 50 vivid financial risk prevention comics. Through fun interactive installations, busy professionals can easily overcome knowledge gaps during fragmented time, spreading positive financial culture.
2. The Industry's First Community Investor Education Station: ICBC Credit Suisse ingeniously repurposed idle nucleic acid testing booths through "micro-renovations, smart upgrades, and reuse," transforming them into cozy community investor education stations. This innovative move not only revitalizes underutilized community resources and practices "green finance" but also truly bridges the "last meter" of financial services. It allows community residents to access professional and convenient financial knowledge services right at their doorsteps, achieving dual enhancement in resource utilization and social value.
3. The Personal Pension "Sunset Pavilion" Series: Addressing the challenges of an aging society, ICBC Credit Suisse created the pension-themed hall "Sunset Pavilion" with a new Chinese architectural style, along with the upgraded version "Sunset Pavilion: Moving Forward" and the Sinopec Shengli Oilfield "Sunset Pavilion." These halls deeply integrate traditional Chinese cultural elements and industry characteristics, utilizing cutting-edge technologies such as virtual digital humans, large language models, and VR panoramas to comprehensively and vividly showcase China's multi-level pension security system. Investors can not only acquire professional pension planning knowledge here but also reshape their understanding and confidence in retirement life through novel immersive experiences.
4. The Financial Risk Prevention "Container" Escape Room: To enhance the public's ability to guard against financial risks, ICBC Credit Suisse boldly innovated by creating the nation's first financial risk prevention-themed escape room, "Container." The exhibition is divided into five areas: "Posing as Authority," "Posing as Expert," "Posing as Intermediary," "Posing as Customer Service," and "Posing as Friend," accurately recreating various financial scam scenarios. Participants experience financial disguises and tactics firsthand during the thrilling "escape" process, thereby subtly building awareness against fraud and improving their ability to identify risks.
5. The "Right Money Path" Anti-Money Laundering Theme Exhibition: With a storyline of "helping a small town regain its glory," ICBC Credit Suisse launched the anti-money laundering themed maze exhibition "Right Money Path." The exhibition features four levels: "Suspicious Order Surge," "Undercurrent of Assistance," "Financial Fog," and "Live Streaming Storm," transforming dry anti-money laundering regulations into an engaging challenge game. Through the process of unraveling clues to progress, participants gain a deep understanding of the importance of anti-money laundering, becoming guardians of financial security.
6. The Upgraded "Investor Knowledge Hub" - "Share a Sip of Fund": This venue deeply integrates the long-standing tea culture with the operational logic of public funds. Through four sections—"Exploring Tea Gardens," "The Craft of Tea Art," "Savoring Tea at the Table," and "Intelligent Investing in the Tea Room"—and a comfortable, natural spatial design, it guides visitors to "observe funds through tea and comprehend principles via tea" in a slow-paced manner. This immersive experience, combining scenario simulation and game interaction, allows investors to appreciate the wisdom of long-term and value investing while savoring tea, gaining a profound understanding of the high-quality development trajectory of the public fund industry.
Furthermore, ICBC Credit Suisse continues to focus on digital empowerment, complementing these efforts with the "Investor Knowledge Hub" series of VR online exhibition halls. Investors can enjoy a 720° virtual tour of various theme halls from the comfort of their homes, breaking time and space constraints and setting a "new benchmark" in the investor education industry through interactive scenarios for the new era.
In 2025, ICBC Credit Suisse, in collaboration with the Industrial and Commercial Bank of China (ICBC) Group, fully launched the "Investor Knowledge Hub National 27 Cities · Convenient Finance Zero Distance" special exhibition campaign. Leveraging ICBC's nationwide network advantage, "Investor Knowledge Hub" expanded beyond Beijing, connecting with bank branches in 27 cities across the country. The bank and its subsidiary worked together to establish numerous "financial service stations at your doorstep." This strategic move signifies "Investor Knowledge Hub's" evolution from single-point breakthroughs to nationwide coverage. By delivering professional financial knowledge and convenient financial services precisely to people across the country, it truly achieves the grand goal of "nationwide coverage without blind spots, bank-subsidiary collaboration benefiting the people." Whether in bustling metropolises or remote counties, the public can feel the financial warmth brought by the ICBC Group.
In terms of impact, since its establishment in 2022, "Investor Knowledge Hub" has taken root in multiple provinces and cities including Beijing, Tianjin, Shanghai, Jiangsu, and Shandong, forming a powerful brand investor education matrix. The brand has been featured at the Financial Services Special Exhibition of the China International Fair for Trade in Services for four consecutive years, with related online topics garnering over 12 million reads and views, cumulatively attracting an audience exceeding 100 million. "Investor Knowledge Hub" has not only received high recognition from regulatory authorities but has also won widespread acclaim from industry peers, authoritative media, and a broad range of investors, establishing itself as a deserved benchmark brand within the industry.
Comments