中科汇联中科汇联

AI+Securities

Overview of the solution

In the rapidly developing securities industry, securities companies face intense competition and pressure to evolve. Many companies are exploring ways to gain faster and stronger insights into customers, design products according to their needs, and provide more convenient services. Huilan Technology Co., Ltd.  combines artificial intelligence, big data, and blockchain technology to offer AI Securities Solutions, including intelligent insurance websites, knowledge bases, command centers, virtual assistants, smart marketing, robo-advisory, smart operations, and more.

方案概述

Function introduction

  • Intelligent official website, building brand image

    Intelligent official website...

    The securities portal website is designed with a user-centric approach, providing users with functional modules such as securities products, customer service, online sales, and industry information. Using cutting-edge technology, the website offers intelligent consulting and service to greatly facilitate customers and fully demonstrates the smart and intelligent securities services of the website. The management end provides an intelligent and convenient content management platform for the website operation and maintenance personnel, using features such as one-click typesetting, one-click error correction, one-click reprints, sensitive words filtering, and multi-channel publishing to improve work efficiency. It also offers a visualized operation and maintenance workbench that displays information such as content monitoring and CPU monitoring, real-time viewing of monitoring service operation logs and database operation logs, and flexible configuration to set different column update strategies to make the operation and maintenance more efficient and intelligent.

  • Knowledge management empowers business

    Knowledge management empower...

    The securities industry is characterized by strong domain knowledge, complex business, broad coverage, unstructured and poorly structured data, and difficulty in information and knowledge circulation. The lack and inadequacy of knowledge management will severely restrict the securities business's innovative expansion capabilities. Huilan Technology Co., Ltd.  intelligent securities knowledge management uses artificial intelligence and big data technology to aggregate, sort, integrate, and classify securities knowledge, store it centrally, and establish a knowledge base for internal securities employees to provide knowledge browsing, pushing, sharing, and other functions. This facilitates employees to quickly and accurately search for the required knowledge and improves the convenience of internal employee learning and reference

  • Smart hall, high quality service

    Smart hall, high quality ser...

    Huilan Technology Co., Ltd. helps the securities industry to create a smart offline hall, centered on customers, and integrates software and hardware to provide intelligent reception, guidance, consulting, entertainment and interactive services with its securities service robot. Meanwhile, relying on Huilan Technology Co., Ltd. AIOT intelligent IoT platform, the securities service robot unifies access management, centralized maintenance, management, monitoring and alerting of various securities service robot in the service network, enhancing the service and marketing capabilities of the securities network and improving the service experience of the securities network.

  • Smart marketing, precise customer acquisition

    Smart marketing, precise cus...

    For securities institutions, personalized recommendations are key to winning loyal customers and advocates. Huilan Technology Co., Ltd. is able to restore user's true paths and sketch user behavior profiles through tag rules, industry tag libraries, multidimensional value scoring, model calculations, and other methods. Based on Huilan's customer profiles, customizing securities scope and fees based on customers' needs and requirements can be achieved, enabling precise product marketing. Through intelligent marketing robots, based on artificial intelligence technologies such as speech recognition, natural language understanding, and knowledge retrieval, Huilan's intelligent customer service can simulate conversations in securities marketing scenarios, expanding the breadth and depth of customer service. It can also recognize customer emotions, provide personalized answers, enhance service experience, and achieve efficient and accurate securities product marketing.

  • Intelligent investment advisory and inclusive finance

    Intelligent investment advis...

    Huilan Technology Co., Ltd. intelligent investment advisory service uses artificial intelligence technologies such as cloud computing, big data, and machine learning to provide clients with dynamic optimization and personalized customization of asset portfolios based on their goals and market changes. The intelligent investment advisory service generates investment strategies through AI algorithms, constructs investment portfolio models, and continuously improves and optimizes the model through machine learning. The service forms investment portfolios and can also provide human consulting and adjustments during the interaction, thus increasing the coverage and efficiency of investment advisory services.

  • Smart customer service, all-domain interaction

    Smart customer service, all-...

    The securities industry is highly specialized and faces challenges such as high volume, concentrated inquiries, repetitive questions, and personalized needs. To address these challenges, Huilan Technology Co., Ltd.  employs a human-machine collaborative service model that includes self-service, intelligent assistance, and human support. Their approach supports both IM and hotline services and uses intelligent voice recognition to distinguish customer needs and provide assistance with securities account opening, trading, and product inquiries. An intelligent chatbot provides online consultation and answers questions, while questions outside of its capabilities are redirected to human agents to enhance the customer experience. This approach expands the availability of customer service channels, reduces the workload of human agents, and lowers the operational costs of customer service systems.

  • Virtual Intelligent Person, creating image

    Virtual Intelligent Person, ...

    In the age of the internet where interaction is king, traditional brand images no longer suffice. Huilan Technology Co., Ltd.  integrates AI and virtual reality technology to create highly realistic 3D and 2D digital figures with different styles such as hyper-realistic 3D, semi-realistic 3D, 2D human, and cartoon 2D. These digital figures bring the brand image of securities companies to life, allowing for the creation of virtual hosts, virtual big screen broadcasting, and virtual customer service on official websites, all with unique voices, expressions, and personalities. Through this interactive and intelligent approach, customers can freely engage with these digital figures according to their specific needs.

  • Fine Operation, Full-service process

    Fine Operation, Full-service...

    With the development of the media industry, marketing and operation models have become increasingly diversified. Huilan Technology Co., Ltd.  has a professional team that can provide integrated online and offline operation services, including PR communication, new media operation, SEO search engine optimization, SEM search engine marketing, and offline event planning, effectively expanding the dissemination and influence of securities brands.

Advantages of the plan

  • Brand Promotion with Intelle...

    Brand promotion is the primary task of securities companies, and it is essential to utilize new technologies and trends to make the brand image more intelligent and dynamic. This can be achieved through intelligent upgrades of official websites, virtual digital figures IPization, and the construction of smart halls offline. By creating a new image of "virtual reality," a unique brand DNA specific to securities companies can be formed.

  • Diversified Marketing and Op...

    In the era of integrated media, it is crucial to diversify the marketing channels and methods of securities companies. Huilan Technology Co., Ltd.  achieves this by offering various services such as VR securities experience halls, virtual digital figures, and smart marketing. This creates a comprehensive marketing support system across all channels while constructing an integrated operation service model to improve the overall marketing level of securities companies.

  • Intelligent Customer Service

    In the fast-paced era of the internet, Huilan Technology Co., Ltd.  constructs intelligent securities knowledge bases and smart claim services to enhance the business proficiency and work efficiency of securities personnel internally while boosting the service experience of users externally. This helps securities companies provide more proactive, precise, and efficient customer service.

Excellent Customer Case Studies

  • Shanghai Stock Exchange

    Shanghai Stock Exchange

  • Dalian Commodity Exchange

    Dalian Commodity Exchange

  • Shanghai Futures Exchange

    Shanghai Futures Exchange

  • China Securities Finance Corporation

    China Securities Finance Corporation

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