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Capable of in-depth analysis and optimization of processes to enhance efficiency and accuracy

Automation

We enhance efficiency, achieve business process automation, optimization, and high scalability

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I-Search RPA helps BOCOM International Trust

Effectively improve the level of compliance and risk control management

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BOCOM International Trust Automation Tour

i-search has cooperated with BOCOM International Trust for many years, giving full play to the role of RPA, developing and optimizing multiple business scenarios for various business departments, covering asset management, fiduciary management, business operation, risk control, compliance management and financial management. This initiative has greatly improved work efficiency, optimized the process model, and presented a robust and efficient model of digital transformation in the trust industry.

Business pain points

Insufficient identification of compliance risks and increased regulatory pressure

In response to the requirements of the new regulations on capital trusts, the transformation of science and technology needs to be accelerated

The demand for risk control management has been upgraded, and risk mitigation needs to be optimized urgently

Business Highlights

Improve efficiency: RPA efficiently handles services and improves efficiency.

Data accuracy assurance: RPA eliminates human error, ensures data accuracy, and improves the reliability of BOCOM International Trust's business operations

Cross-system integration enhances collaboration: RPA realizes automatic integration between systems, promotes information sharing, and improves internal collaboration and cooperation within BOCOM International Trust

Solution

Through the remote monitoring of the digital employee intelligent robot platform, the running time of the robot can be effectively managed to achieve maximum operational efficiency. At the same time, a surveillance video system is established in the background for future reference and traceability to ensure that the entire operation process is compliant and legal.

Application scenarios

Asset management

In the past, we needed to manually query the batch data of multiple stocks every day and organize them into reports, which took a lot of time and repetitive work. Now, by introducing RPA robots to automate operations, the efficiency has increased by at least 50%. This not only improves work efficiency and accuracy, but also frees up valuable human resources.

Fiduciary management field

Taking the automatic project dividend data entry robot as an example, in the cash dividend scenario of collective trust, the original business personnel need to complete the system dividend data entry in a timely manner on the dividend confirmation date every quarter, which is repetitive, large and time-consuming, and has high requirements for accuracy and timeliness. According to the manual input of a dividend 2 minutes estimate, the existing stock of projects have thousands of dividends, the end of each quarter is the most tense time for human resources in various departments, now through RPA robots effectively release valuable human resources, so that they can be put into more valuable work.

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