Jiangsu Daddy Sweety Automation Tour

AIA’s daily operations involve processing a high volume of emails originating from internal approval systems, external trading desks, and cross-department collaboration channels. Each email may contain unstructured text, embedded tables, or file attachments that require manual reading, extraction, and entry into the OPMS platform—a time-consuming and error-prone process. In parallel, the investment team must log into multiple fund platforms each day to download reconciliation statements, further increasing workload. Leveraging i-Search’s AI agent automation platform, we delivered a fully orchestrated workflow that captures Outlook emails, interprets message bodies, extracts structured table data, downloads attachments, and synchronizes all results with OPMS. The solution also automates fund platform logins and statement downloads, completely replacing manual efforts. This resulted in significant efficiency gains, reduced operational costs, and a more stable, traceable digital operating model.