2018年底，在Fortune Global Forum期间，Mckinsey Quarterly主编 Allen Webb 在多伦多采访了宜信公司创始人、CEO唐宁，双方就金融科技在中国的应用进行了深度交流。其间，唐宁谈到了宜信公司在投资者教育方面进行的探索。以下是中英文访谈实录：

Long-term investing, portfolio approach, value investing, these notions are actually very new to Chinese investors. Whoever going there to win in Chinese market needs to utilize technology to do excellent high-quality investor education. Otherwise there is no way they can distribute their products and services effectively.

长期投资、组合投资、价值投资，这些理念对于中国的投资者来说还是非常新的。任何一家想要赢得中国市场的机构都要善于利用科技，来帮助自己做高质量的投资者教育，否则它们就无法有效地推广它们的产品与服务。

We can learn from how the best practices all around the world to make our investor education very entertaining, very video-like, game-like. It’s very interactive, very participative, so investors can learn more. In the process we have much better understanding of our investor base, their risk preferences, their investment experiences. That enables us to do better KYC. When we do great investor education, it’s actually the customer-acquisition.

我们从全世界的最佳实践中进行学习，让我们的投资者教育变得非常有趣。比如我们利用视频、游戏的方式，让投资者教育有互动性、有参与感，投资者可以从中收获良多。在这个过程中我们也更好地了解了投资者，了解他们的风险偏好、投资经历。这使得我们能更好地做KYC（了解客户），进而，我们实际上也赢得了一个客户。