Leading Securities ranks among China's top four securities firms. As one of the first comprehensive securities companies approved by the China Securities Regulatory Commission, it pioneered innovation pilot qualifications in the sector. Notably, Leading Securities became the first Chinese financial institution to achieve listings on the Shanghai, Hong Kong, and London stock exchanges. Its core businesses encompass wealth management, investment management, and institutional services.
Project Background
Against the backdrop of deepening state-owned enterprise reforms and advancing telecommunications infrastructure resource sharing, Leading Securities shoulders the mission to deepen resource collaboration, advance national strategies for "Network Power" and "Digital China," and drive high-quality development in the information and communications industry. With shareholders concurrently serving as clients, a sharing-centric business model, geographically dispersed assets, and high service homogeneity, Leading Securities faces significant operational challenges.
Infodator's Super Automation Platform enables Leading Securities to achieve end-to-end digital integration across clients, products, assets, and services. It deepens business-finance synergy, expands financial sharing capabilities, and delivers solutions for cost optimization, operational excellence, and premium service delivery – core pillars of value-based management.
Project Description
Business-driven Workflow Design:
Frontline business personnel without programming knowledge can design RPA workflows themselves. Tasks such as bank statement matching, approval document printing, input tax reconciliation, and foreign exchange data verification are all handled by digital employees. What used to take half a day can now be completed in just a few minutes.
National-Level Ultra-Automation Platform:
Contech has developed a domestically developed, agile, and lightweight ultra-automation platform for Leading Securities, integrating iBot, AI Lab, and Super Automation capabilities. This platform continuously expands into new application scenarios to address diverse operational demands.
AI Interaction for Digital Employee Training:
Digital employees undergo continuous self-learning to approximate the mindset of business personnel. Originally, employees could hardly keep up with one business line, but now intelligent digital employees help them easily manage multiple business lines.
Data-Driven Capabilities for External Output:
Active exploration of data-driven operational cooperation externally is carried out, achieving value increment and revenue generation through integrated intelligent services. This helps clients enhance work efficiency and drive transformation.
"One Person, One Machine" Mission-Critical Strategy:
Contech has successfully implemented the "One-Person-One-Machine" operating model at Leading Securities, enabling business-led deployment of tens of thousands of digital employees. Core functions including the Financial Center have achieved full automation.
Project Results
Currently deployed across 30+ service departments and 50+ AI scenarios, the solution has reduced operational costs by ~67%. At Leading Securities, Contech has established a human-digital workforce ecosystem, extending business capability boundaries. This initiative stands as the financial industry's premier AI-enabled transformation benchmark. Future collaboration will focus on developing a platform-based, integrated, and ecosystem-driven technology empowerment framework, elevating financial service quality and efficiency for the real economy.