Shanghai Pudong Development Bank

Industry： Bank

Area： China

Client： Shanghai Pudong Development Bank Co., Ltd.

Building an RPM+RPA+AI Hyperautomation Platform

26

Cover 26 provincial branches nationwide, jointly exploring and promote the hyperautomation practice of RPA in the banking sector

16000+

Establish 16000+ employee intelligent behavior recognition collection terminals

100+

Save more than 100 person-years of work

How to help your business succeed

Customer Introduction

Shanghai Pudong Development Bank Co., Ltd. (SPD Bank) is a nationwide joint-stock commercial bank established on August 28, 1992, with approval from the People's Bank of China (PBC).

As one of the leaders in the Chinese banking industry, SPD Bank has been at the forefront of digital transformation and continuous exploration in the field of financial technology in recent years. SPD Bank was among the earliest banks in China to explore Robotic Process Automation (RPA). In 2018, SPD Bank entered a partnership with i-Search to provide RPA services, marking the official beginning of the collaboration between two sides.

Process details

Challenges

Operational Efficiency and Security

Avoiding Business Errors

High Compliance and Risk Control Costs

Construction process

Development Timeline

2018 · Launch

RPA Application Pilot

To address the issues of a large number of repetitive operations by employees, improve business efficiency, and enhance employee satisfaction, SPD Bank's head office introduced RPA to solve problems such as data isolation and manual repetition, achieving data integration and efficient automation.

2019 · Promotion

Promotion in Head Office and Credit Card Center

Under the guidance of the head office, promotion and application were carried out in various branches nationwide, covering more than a dozen branches. The head office and the credit card center respectively expanded and constructed projects, completing the customization and transformation of the platform.

2020 · Acceleration

Accelerated Nationwide Application Promotion

The head office, branches, and the credit card center accelerated the application and promotion of RPA robots. The branches covered more than 26 (including the Hong Kong branch), with over 120 automated process robots executing tasks in various business areas.

2021 · RPA Robot Factory

Scaling and Specialization

To further enhance the effectiveness of RPA construction across the entire bank, systematic management of the construction process and operational control was established. The head office of SPD Bank built an RPA Robot Factory to promote scaling and specialization through the factory platform.

2022 · Innovation

Pilot Application of New Process Mining Technology

The head office gradually initiated research projects and pilot applications in process mining technology. Simultaneously, in the Credit Card Center, efforts were made to promote pilot projects in process mining data collection and analysis, exploring the construction of a hyper-automation platform.

2023 · Hyperautomation

Advance Towards Automation Upgrading

The comprehensively deepening of the coordination between the head office and branches, applications migration to the cloud, and continuously pilot and validation on the effectiveness of process mining technology in departments like Operations and Management at the Head Office set the stage for the building of an “RPM+RPA+AI” hyperautomation platform integrating “discovery, evaluation, building, running and operation”.

2023