Financial Industry Solutions
Securities, Banking, Insurance / Wealth Management, Cross-border Finance
Enterprise Digital Operation Solutions
Process mining, behavioral risk monitoring, remote work security, and global enterprise management.
Vertical Industry Automation Solutions
Logistics, manufacturing, customer service and marketing, data monitoring.
Financial Industry Solutions
Coverage Scenarios: Securities, Banking, Insurance / Wealth Management, Cross-border Finance
Securities RPA Solution
Core Scenarios: High-frequency repetitive operations such as stock pledge reporting, margin account expiration notifications, broker announcement collection, and financial reconciliation.
Key Features: RPA robots automate processes like transaction instruction extraction, clearing reconciliation, and compliance report generation, replacing 100% of manual operations.
Case Example: A securities firm achieved full automation of the stock pledge reporting process through RPA, increasing processing efficiency by 300% and achieving 100% accuracy.
Advantages: Reduced transaction processing time (e.g., from 2 hours to 5 minutes for Hong Kong stock clearing), lower compliance risks, and 24/7 uninterrupted operation.
Banking RPA Application
Core Scenarios: Third-party email archiving, monthly fee commission calculation, bond reconciliation, and cross-border RMB settlement report generation.
Key Features: Automated processing of internal data verification, customer rejection letter generation, and account cancellation within the bank, such as a 90% improvement in the efficiency of credit card rejection letter creation.
Case Example: A bank used RPA to archive 600 emails daily, saving 165,000 sheets of paper per year.
Advantages: Supports multiple languages and currencies, seamless integration with the bank’s core system, and compliance with international standards such as GDPR.
Insurance &Wealth Management Solutions
Core Scenarios: Claims process optimization, policy management, and financial reimbursement automation.
Key Features: Combining OCR and RPA to automatically recognize claims documents and extract key information, reducing claims processing time by 40% for an insurance company.
Case Example: The error rate for policy information entry was reduced from 5% to 0.1% through RPA + AI.
Advantages: Integration of financial and business data, support for intelligent risk control and fraud detection, and enhanced customer experience.
Vertical Industry Automation Solutions
Coverage Scenarios: Logistics, manufacturing, customer service and marketing, data monitoring.
Logistics RPA Solution
Core Scenarios: Inventory counting, cross-border customs clearance, order management, and international logistics tracking.
Key Features: Automated processing of Amazon inventory queries, multi-platform order downloads, and supply chain data verification, increasing customs clearance efficiency by 60% for a logistics company.
Case Example: Achieved daily automatic verification of 15,000 inventory data entries through RPA, reducing the error rate to zero.
Advantages: Integration with TMS and WMS systems, supports data consolidation from multiple logistics providers, and provides real-time logistics status alerts.
Manufacturing Automation Solution
Core Scenarios: Production data collection, equipment maintenance, and supply chain collaboration.
Key Features: Combining IoT and RPA to automatically capture production line data and generate maintenance reports, reducing equipment failure rates by 18% for an automotive company.
Case Example: Optimized production scheduling through process mining, reducing delivery cycles by 15%.
Advantages: Supports MES system integration, provides predictive maintenance models, and reduces downtime losses.
Smart Customer Service and Marketing Solution
Core Scenarios: Customer inquiry response, ticket automation, and marketing outbound calls.
Key Features:Text and voice robots handle high-frequency inquiries (e.g., an 80% interception rate for a bank’s customer service), and intelligent outbound calls increase marketing conversion rates by 30%.
Case Example: An e-commerce company reduced customer response time from 5 minutes to 1 minute through a smart customer service system.
Advantages: Supports multi-channel access (official website, APP, social media), provides sentiment analysis and intelligent ticket assignment.
Enterprise Digital Operation Solutions
Coverage Scenarios: Process mining, behavioral risk monitoring, remote work security, and global enterprise management.
Process Mining (RPM) Solution
Core Scenarios: Enterprise process optimization (e.g., manufacturing, logistics, finance), bottleneck identification, and automation opportunity analysis.
Key Features: Reconstructing real business processes through log data analysis and identifying redundant steps (e.g., a bank reduced the time for corporate account opening by 50%).
Case Example: A manufacturing company identified production line bottlenecks through process mining and increased production capacity by 20%.
Advantages: Provides visual process maps, supports seamless integration with RPA, and achieves a closed loop of “analysis – optimization – automation.
Behavioral Risk Intelligent Monitoring Solution
Core Scenarios: Monitoring employee compliance, data leakage prevention, and remote work security.
Key Features: Real-time monitoring of risky behaviors such as screen photography, sensitive data copying, and group viewing, automatically blocking and alerting non-compliant operations.
Case Example: A bank reduced internal data leakage incidents by 85% through a behavioral monitoring system.
Advantages: Supports offline recording, multi-screen monitoring, meets Level 3 security protection requirements, and provides a complete audit trail.
Remote Work Security Solution
Core Scenarios: Remote work identity authentication, compliance management, and data transmission encryption.
Key Features: Combining facial recognition and liveness detection to prevent identity theft, and using screen watermarks and operation recording to ensure data security.
Case Example: A company reduced the response time for non-compliant operation alerts from 30 minutes to 5 minutes during remote work.
Advantages: Lightweight deployment, compatibility with domestic operating systems (e.g., UnionTech, Kylin), and support for cross-regional team collaboration monitoring.
Global Enterprise Management Solution
Core Scenarios: Global operation management with multiple organizations, languages, and accounting standards.
Key Features: multi Supports-currency financial settlement, cross-border tax management, and real-time data synchronization, reducing the time for consolidated financial statements from 5 days to 1 day for a multinational company.
Case Example: A subsidiary overseas achieved local compliance management through a unified platform, increasing report accuracy by 95%.
Advantages: Built-in AI translation and intelligent tax engine, supports cloud-native deployment, and reduces multinational IT costs by 30%.
Data Monitoring Solution
Core Scenarios: IT infrastructure monitoring, application performance observation, and user behavior analysis.
Key Features: Real-time monitoring of server, container, and cloud service status, providing APM and RUM solutions, reducing fault diagnosis time by 70% for an enterprise.
Case Example: Reduced daily alert volume by 90% through intelligent alert aggregation, improving maintenance efficiency.
Advantages: Supports open-source ecosystem integration, provides customizable dashboards and AI trend prediction, and meets Level 2 security protection requirements.
Core Competitive Advantages
Full-Stack Technical Capability
Covers RPA + AI + process mining + behavioral monitoring, providing end-to-end automation solutions.
Industry Depth Integration
Over 1,000 customer cases in finance, logistics, manufacturing, etc., familiar with industry compliance requirements (e.g., CBIRC, GDPR).
Domestication and Security
Fully compatible with domestic innovation (chips / OS / databases), meets Level 3 security protection and ISO27001 certification, with encrypted data transmission and storage.
Agile Delivery Capability
Standardized implementation process + local service team, average project cycle shortened to 4-8 weeks.
+50%-300%
Average efficiency improvement
-40%-70%
labor cost reduction
< 6 months
investment payback period
Contact us
Please feel free to contact us for any inquiries or to learn more about our services and solutions.