How to implement supporting finance for enterprises going abroad? Cross border settlement and overseas loans, financial services section of the expo unveiled

1、 Going abroad often exposes the issue of money first

When companies go global, the issue of money is often exposed first. Whether it's setting up factories overseas, mergers and acquisitions, payment settlements, or cross-border capital flows, exchange rate risks, and financing arrangements, every link cannot be separated from the support of financial services. It can be said that the adequacy of financial services directly affects the smoothness of a company's overseas expansion.

For many enterprises, although they have thought it through at the business level, they may not be able to match it at the financial level: how to open accounts, how to receive payments, how to manage exchange rates, and how to finance projects. Each issue requires a specific financial plan.

Financial issues often have a ripple effect: poor settlement can affect daily operations, exchange rate fluctuations can erode profits, and inadequate financing can delay project progress. Clarifying the financial environment is an important step for enterprises to go global.

Therefore, overseas enterprises need to consider financial arrangements and business planning synchronously, rather than waiting until the business is launched to supplement funds. To avoid detours, one must be ahead and well matched.

2、 Cross border financial services are moving from individual products to the entire chain

In 2026, the focus of cross-border financial services is changing. From the perspective of industry trends, cross-border services provided by banks and other financial institutions are shifting from selling individual products to organizing financial resources around the entire lifecycle of overseas operations of enterprises: settlement and payment are still the foundation, and the service chain has been significantly extended, covering account opening, collection, foreign exchange, financing, and overseas fund management.

At the same time, policies such as overseas loans and foreign exchange management are continuously being optimized, providing more flexible funding tools for enterprises to go global. For enterprises, the key is to find financial resources that can cover the entire chain at the appropriate window, rather than just solving a single point.

Full chain means not a single business, but a complete set of supporting facilities: from accounts to settlements, from foreign exchange to financing, from compliance to risk management, all need to be considered comprehensively. Institutions that can provide such comprehensive solutions are more valuable to enterprises.

For enterprises, choosing financial resources not only depends on a single product, but also on whether the institution can provide integrated solutions around its own business scenarios. The more complex the overseas arrangement, the more it requires financial support throughout the entire chain.

3、 What types of financial needs do overseas enterprises generally have

The common financial needs of overseas enterprises include: firstly, cross-border payment and settlement, involving different currencies and multi country accounts, requiring efficient and compliant channels; The second is foreign exchange and exchange rate risk management, reducing the impact of fluctuations on operations; Thirdly, financing arrangements for overseas investment, mergers and acquisitions, factory establishment, and other scenarios, including tools such as overseas loans; The fourth is the compliance and filing of cross-border capital flows, which needs to be aligned with regulatory requirements such as ODI.

These requirements are highly specialized and often require collaboration between banks, payment institutions, and professional consultants to solve. It is difficult for enterprises to find suitable institutions and judge the pros and cons of solutions by relying solely on their own connections.

Different types of overseas enterprises have different emphasis on financial needs: trade oriented enterprises focus more on settlement and exchange rates, investment oriented enterprises focus more on financing and compliance, and platform oriented enterprises may involve centralized management of accounts and funds in multiple countries. The value of on-site docking lies in finding suitable supporting facilities according to the enterprise's own scenario.

Integrating settlement, exchange rates, financing, and compliance will make the company's financial arrangements more complete. Different links interact with each other, and it is necessary to design a plan from a holistic perspective.

4、 A trade fair where financial resources are concentrated on-site

From November 20th to 22nd, 2026, the Overseas Immigrant Study and Property Expo, as well as the Enterprise Overseas Development and Financial Services Expo, will be held at the Shanghai World Trade Exhibition Center for three days, with an expected visitor flow of about 8000 people. This year's expo has a financial services section that brings together cross-border finance, payment settlement, foreign exchange, financing and other service institutions to provide centralized and comparable financial resource docking channels for overseas enterprises.

At the same time, the financial sector and the overall content of the expo, such as enterprise going abroad, immigration, and real estate, complement each other. While understanding the business path, enterprises can also synchronize their funds and financial services.

During the three-day conference period, the expo will also arrange on-site exchanges around cross-border financial practices, helping enterprises connect their specific needs with institutional capabilities and form executable funding plans.

5、 What can be gained by participating in the financial services section

For overseas enterprises, the value of participating in the financial services section of this expo is mainly reflected in several aspects. One is institutional docking: You can meet face-to-face with banks, payment, foreign exchange and other institutions to learn about products and services that are suitable for your own scenario. The second is chain sorting: from account opening, settlement to financing, the system understands the entire chain of cross-border financial services to avoid missing links.

The third is policy coherence: understanding the compliance path of cross-border capital flow by combining regulatory requirements such as ODI and foreign exchange. The fourth is scheme comparison: comparing the rates, timeliness, and service capabilities of different institutions on the same site to provide a basis for selection. Putting the funding process at the forefront and ensuring proper allocation will make the pace of going global more stable.

For financial institutions and supporting service providers, expos are also an effective venue to meet the needs of overseas enterprises, showcasing professional capabilities and accumulating potential cooperation through centralized communication.

6、 What to watch in the financial services section

The financial services section of the Expo focuses on the funding needs of enterprises throughout their entire life cycle of going global, covering cross-border settlement, foreign exchange management, overseas financing, and fund compliance. On site display combined with one-on-one consultation helps enterprises connect "business going global" with "financial support".

The Expo also focuses on the compliance and risk aspects of financial services, helping enterprises to use their capital tools effectively while maintaining the compliance bottom line of cross-border flows.

7、 Exhibition is in progress

The Expo is open to banks, payment institutions, foreign exchange service providers, and financial supporting institutions for exhibition. For exhibitions or inquiries, please call 13681692751 (same as WeChat) or visit the official website www.qs-expo.com.

8、 Write at the end

Business expansion and financial support are two sides of a company's global layout. Putting the financial sector ahead and in place will ensure a more stable pace in going global. In November, Shanghai World Trade Exhibition Center welcomes institutions and enterprises with overseas financial needs to have on-site exchanges.