Enterprise Platform

We provide intelligent and standardized solutions, helping you achieve outstanding business automation

Discovery and Evaluation

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


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


Industry Solutions

Deeply involved in industries such as finance, energy, manufacturing, etc

General Solutions

Cases and solutions for departments or business functions such as finance、HR、and customer service

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i-Search Solution Advantages

Compliant Data Usage

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.

Efficient Data Utilization

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.

Faster and Better Customer Service

By automatically acquiring, classifying, and extracting customer information, laborious manual data input is reduced, ensuring accuracy while enhancing the efficiency of customer service.

Intelligent Process Optimization

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.

Application Scenarios

i-Search helps clients build a securities RPA system, improving management and operational levels, and reducing operating costs.

Clearing Business

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.

Bond Market

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.

Data Log Management

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.

Evaluation Processing

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.

Financial Management

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.

Intelligent Processes

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.

Voice of the customer

Financial bots help finance digital transformation

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Co-build a comprehensive intelligent and digital employee center

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海通证券Haitong Securities

东方证券Orient Securities

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