Professional, Rigorous, Efficient - Your Financial Consulting Partner
ChangeVIP Consulting (Shanghai ChangeVIP Management Consulting Co., Ltd.) was established in 2013, as a professional institution focusing on B2B financial consulting services. We are committed to providing comprehensive financial consulting services for enterprises, including banking and insurance corporate training, corporate financial solutions, investment and financing consulting, risk management consulting and other core businesses.
After 13 years of development, we have served 50+ financial institutions and completed 500+ successful cases, accumulating rich industry experience and professional strength in the financial consulting field. We specialize in banking and insurance corporate training services, while providing diversified services including financial consulting and corporate financial solutions, helping enterprises achieve financial strategic transformation and value enhancement.
ChangeVIP Consulting always adheres to a customer-centered service philosophy, providing customized solutions for enterprises through professional financial consulting services and banking and insurance corporate training, helping enterprises achieve sustainable development in fierce market competition.
ChangeVIP Consulting was officially established, beginning to focus on the financial consulting services field, especially banking and insurance corporate training services
Business scope expanded to investment and financing consulting, risk management consulting and other sub-sectors, with rapid growth in the number of financial institutions served
Core team expanded to 50+ people, service capabilities significantly improved, banking and insurance corporate training business became a core advantage
Received multiple industry qualification certifications, customer satisfaction reached 98%, serving more than 50 financial institutions
Continuously optimizing service models, specializing in banking and insurance corporate training for 13 years, cumulatively serving 50+ financial institutions, completing 500+ cases
Gathering Industry Elites, Professional Strength Guaranteed
Founder & CEO
With 15 years of financial industry experience, previously served as an executive at renowned financial institutions, specializing in corporate financial strategy planning and investment and financing consulting, with rich experience in banking and insurance corporate training.
Partner & Chief Consulting Officer
Senior risk management expert with 12 years of practical experience in risk management consulting, specializing in banking and insurance corporate training, serving numerous large financial institution clients.
Partner & Business Director
Focusing on investment and financing consulting business and banking and insurance corporate training, successfully assisting 100+ enterprises in completing financing projects, with rich experience in capital market operations.
Technical Director
FinTech expert, responsible for technological innovation and implementation of corporate financial solutions, promoting digital transformation services and banking and insurance corporate training system construction.
Professional Qualification Certifications, Widely Recognized by the Industry
Received relevant qualification certifications in the financial consulting services industry, specializing in banking and insurance corporate training for 13 years
Recognized as an excellent financial consulting service provider for consecutive years, serving 50+ financial institutions with recognition
Certified by ISO Quality Management System, ensuring service quality
Member of multiple professional associations in the financial consulting industry, enjoying reputation in the banking and insurance corporate training field
