YouLianCloud Named to Frost & Sullivan's 2026 AI Marketing Best Practices | Deepening ETF Marketing, Empowering Intelligent Investment Advisory

On August 5, 2026, Frost & Sullivan, together with LeadLeo, released the report 2026 Best Application Practices of Marketing in China's AI Environment (hereinafter referred to as "the Report") at the "Advancement and Leap of AI" sub-forum of the GIL 2026 summit. Focusing on the practical application of large models, generative AI, and Agents in enterprise marketing scenarios, the Report covers nine industries—retail and FMCG, e-commerce, finance, the broader internet sector, automotive, real estate and home furnishing, culture and tourism, industrial manufacturing, and healthcare. Based on three dimensions—technology performance and innovation, implementation and service support, and customer experience and satisfaction feedback—and following a selection process of vendor registration, case submission, case scoring, and case delivery and release, the Report ultimately included 22 best application practice cases.

The Report's core judgment is that the transformation of AI marketing is not merely about delegating copywriting, images, and short-video scripts to AI; rather, it lies in models connecting the links of data insight, content generation, resource placement, lead capture, and customer operations—shifting marketing from "buying traffic and watching ROI" to "managing growth workflows." In terms of capability forms, the Report divides AI marketing into three tiers: AIGC tools focus on content generation; AI marketing platforms connect data, content, and placement; marketing Agents autonomously break down tasks around business objectives, invoke tools, and continuously optimize. In the Report's own words: "AIGC tools make content, AI marketing platforms improve efficiency, and marketing Agents run processes and close the loop."

The Report points out that the pace of AI marketing adoption depends on whether the data chain is complete, whether business feedback is clear, and whether AI can generate definite value in customer acquisition, conversion, retention, or sales handover. Industries with relatively complete online chains—such as e-commerce retail, gaming and entertainment, internet apps, local life services, and travel and hospitality—are more likely to achieve scaled application first. Industries such as finance and healthcare have solid data foundations, but face high compliance and professional interpretation requirements, making AI marketing better suited initially for customer segmentation, compliance copy assistance, intelligent outreach, and operational efficiency improvement. One of the two selected cases in the financial industry—YouLianCloud×a leading fund company—is a practice developed along precisely this path.

According to the Report's data, as of mid-June 2026, the total scale of domestic ETFs in China had exceeded RMB 4.6 trillion. With the diversification of ETF products, rising difficulty of user choice, and mounting business pressure on fund companies, the industry faces pain points including homogeneous competition, lagging content supply, and inefficient channel operations. YouLianCloud serves this fund company with its "ETFs.fund ETF Intelligent Knowledge Engine," applied to ETF fund marketing and intelligent investment advisory scenarios. The Report's core evaluation keywords are: ETF intelligent knowledge engine, financial data verification, multimodal content generation, and full-process Agent.

On the technology performance and innovation dimension, the Report evaluates: the solution builds an ETF AI solution centered on "intelligent analysis + decision-driven + full-process penetration," covering key nodes of the ETF business; relying on the Qilin Financial LLM trained on massive financial data, it can generate market-wide ETF indicators and multimodal content at second-level speed, reducing information acquisition costs; it adopts standardized, lightweight, platform-based industry-specific Agents applicable to scenarios such as brand departments, marketing departments, e-commerce departments, channel sales departments, investment advisory, and customer service. On the implementation and service support dimension, the Report notes: the solution targets public fund market and product marketing departments as well as institutional sales departments, advancing ETF content production from "day-level" to "second-level"; it supports standardized foundations and modular configurations across SaaS, API, and mini-programs, with the standard version connectable in as fast as seconds and customized/private deployment ready out of the box; and it establishes a "data redundancy verification + AI logic self-check" mechanism, with continuous optimization through model fine-tuning, new data source integration, and Agent iteration. On the customer experience and satisfaction feedback dimension, the Report provides quantified results: after launch, the solution increased content output efficiency by more than 300% on average; it shortened material preparation time for institutional sales' single-client communications by 80%; the product holds high value for fund scale growth, and the customer renewal rate for YouLianCloud's related ETF industry solutions exceeds 98%.

The Report also released the "Top 10 Best Marketing Service Providers in China's AI Environment," in which YouLianCloud was selected for its "ETF full-scenario Agents and financial knowledge compliance capabilities."

The Report's stated reasons for the selection are: ETFs.fund supports SaaS, API, mini-program, and private deployment, covering scenarios such as fund marketing, institutional sales, investment advisory, and customer service; relying on the Qilin Financial LLM, expert rules, and a financial knowledge graph, it supports ETF indicator analysis, multimodal content generation, and compliance verification; its financial knowledge and compliance capabilities can be productized and replicated toward broad asset management, IRM (Investor Relations Management), intelligent public opinion monitoring, and cross-border finance scenarios.

(This article is a paraphrase of the report 2026 Best Application Practices of Marketing in China's AI Environment, jointly published by Frost & Sullivan and LeadLeo. All data and evaluations are quoted from the original report.)