Automation
We enhance efficiency, achieve business process automation, optimization, and high scalability
AI + AutomationImprove process efficiency through automation, achieve automation, optimization and high scalability of business processes, and bring excellent efficiency and reliability to your organization
Aiming at the current pain points in the securities business, such as the complexity and diversity of the business systems, varying architectures, and heavy reliance on manual execution in some scenarios/systems, RPA has propelled the transformation and innovation of business processes.
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Robots can operate on data or systems according to compliance requirements, following established processes, thus avoiding compliance risks caused by human factors at the source.
i-Search’s robots can intelligently recognize all kinds of paper documents, extract information from them, classify and summarize data, and export files or send emails according to needs.
By automatically acquiring, classifying, and extracting customer information, laborious manual data input is reduced, ensuring accuracy while enhancing the efficiency of customer service.
As more traditional financial businesses, institutional management, and internal processes gradually transition from offline to online, it provides an opportunity to reshape existing processes, gradually changing the way businesses operate, and achieving continuous cost reduction and efficiency improvement.
i-Search helps clients build a securities RPA system, improving management and operational levels, and reducing operating costs.
Robots independently handle a large volume of repetitive tasks, ensuring accurate queries and guaranteeing the effectiveness of clearing and the orderly execution of securities transactions.
In terms of automatic market opening and closing, RPA robots can automatically complete the system restart to ensure error-free execution of the processes’ opening and closing.
The data logs of securities companies need to be strictly managed and backed up. The application of RPA robots enables one-click backup and completion of related data log tasks.
The RPA robots can logically integrate the data in the database according to the settings; determine the products and complete data records; and organize the data for operations such as product liquidation, transfer, and evaluation forms.
iS-RPA robots can handle a large number of documents automatically with zero error, categorize them, extract relevant information as required, and submit related data on time.
By analyzing the huge amount of data generated in daily work, i-Search RPM can dig out more new modes to improve customer experience as well as operational efficiency.
Financial bots help finance digital transformation
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Efficient, cost-effective, and maximal achievement of enterprise operational automation.
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Provides a real and objective presentation while tracking and analyzing employee operational behavior, helping businesses prevent information leaks, avoid commercial fraud, and improve the quality of customer service and employee work efficiency.
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The data for process mining comes from the underlying information in the system. All these different ERP systems, unstructured data formats, and information black holes can make it difficult for you to understand your business processes accurately and dynamically.
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Comprehensive use of UI + AI + API and other automation technologies, with dialogue generation process, dialogue generation code, intelligent recommendation components, drag-and-drop interface, low-code design, and many other features, to quickly build automated business processes.
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Bank
Insurance
Logistics
Haitong Securities
Orient Securities
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