案例

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Huatai Securities | Best Practices of Domestic Digital Employees × Leading Securities Firm

Huatai Securities is one of the four largest securities firms in China. It was among the first batch of comprehensive securities firms approved by the China Securities Regulatory Commission. It was also one of the earliest securities firms in the country to obtain innovation pilot qualifications, the first Chinese financial institution to be listed in Shanghai, Hong Kong, and London. Its main businesses include wealth management, investment management, institutional service.

Project Background

Against the backdrop of deepening state-owned enterprise reforms and promoting the sharing of telecommunications infrastructure resources, China Tower shoulders the mission and responsibility of deepening resource sharing, serving the national strategies of "Network Power" and "Digital China," and promoting the high-quality development of the information and communication industry. With shareholders also serving as customers, a business model emphasizing sharing, highly dispersed assets, and high business homogeneity, China Tower faces significant challenges.

The Super Automation Platform by RongZhi facilitates China Tower in achieving digital connectivity among customers, products, assets, and services. It helps in the deep integration of business and finance, expands the scope of financial sharing, and provides solutions for the company to achieve the value management goals of low cost, high efficiency, and excellent service.

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 nationally produced, agile, and lightweight ultra-automation platform for Huatai Securities through iBot, AI Lab, and the Super Automation Platform. It continuously explores more application scenarios to address a wider range of needs.

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 realized the "one person, one machine" vision at Huatai Securities, where tens of thousands of digital employees are led by business personnel themselves. Key departments such as the financial center have achieved comprehensive automation transformation.

Project Results

Currently, there are over 30 service departments and over 50 AI scenarios deployed, resulting in nearly a two-thirds cost reduction. Contech has established a new organizational form of "human + digital employees" at Huatai, expanding the boundaries of business capabilities. This represents the best practice of AI empowerment in the financial industry. In the future, the collaboration will continue to build a platform-oriented, integrated, and ecological technology empowerment system, enhancing the quality and efficiency of financial services to the real economy.



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