中科汇联中科汇联

intelligent customer service

Overview of the solution

The financial industry mainly includes banking, insurance, securities, and other sectors. Financial services typically involve long customer queues, limited business hours, high repetition rates for different customer problems, and high staff costs. Huilan Technology Co., Ltd.  offers an intelligent customer service solution targeted specifically at the finance industry. The solution provides an integrated, AI-powered customer service solution based on deep learning and natural language processing technologies. It covers the service, marketing, and data dimensions and offers features such as chatbots, knowledge base operations, agent assistance, and intelligent analysis. Customers can efficiently handle time-consuming and tedious business requirements, such as customer inquiries, complaints, and business transactions.

Overview of the solution


Function introduction

  • Universal access and unified acceptance

    Universal access and unified...

    Huilan Technology Co., Ltd.  financial intelligent customer service solution has the ability to adapt to various channels through the channel adaptation layer, including IT channels (such as PC websites, mobile websites, mobile apps, WeChat, Weibo, email, and intelligent forms), CT channels (such as mobile phones, telephones, and text messages), and intelligent terminals (such as physical robots, intelligent interactive screens, and intelligent all-in-one machines). It can also be configured to access emerging channels, achieving full coverage, unified access, unified queuing, unified acceptance, unified scheduling, unified disposal, and unified data collection.

  • Six-in-one knowledge management

    Six-in-one knowledge managem...

    Huilan Technology Co., Ltd.  financial intelligent customer service solution provides a six-in-one knowledge management system, which includes a QA database, scenario knowledge base, business knowledge base, Table QA, integration with search engines, and knowledge graphs. It adopts a multi-source and heterogeneous knowledge management concept, storing various types of data structures, such as audio, text, images, files, and processes, in relational databases and non-relational databases, providing clearer and more humane customer service.

  • Intelligent interaction and precise service

    Intelligent interaction and ...

    Huilan Technology Co., Ltd.  financial intelligent customer service solution is based on its proprietary intelligent voice and semantic engine and intelligent knowledge base. It provides an intelligent interaction center module, offering intelligent IVR voice interaction functions that provide intelligent services such as Q&A, consultation, and inquiries for financial users. It also provides intelligent ACD, intelligent IM, and intelligent voice services as needed by the business, making it easier, more efficient, and more accurate for users to obtain services, bringing an ideal interactive experience to customers.

  • Agent assistance and efficient response

    Agent assistance and efficie...

    When hotline staff in the financial industry work, intelligent robots can assist them by supporting button-style quick queries and custom knowledge queries. Based on a semantic analysis engine, the intelligent robot can intelligently recommend alternative answers. Human customer service staff can also quickly filter related answers in the financial knowledge base through the knowledge base search box, thereby improving the response speed and work efficiency of human customer service.

  • Intelligent quality inspection to prevent problems before they occur

    Intelligent quality inspecti...

    Huilan Technology Co., Ltd.  financial intelligent customer service solution integrates speech processing, business intelligence, and internet technology. By developing appropriate quality inspection strategies, templates, and rules, it provides all-area (text and speech), full-scale intelligent quality inspection capabilities for financial intelligent customer service. Through intelligent quality inspection, it quickly and comprehensively detects problems in services, improves service quality and optimizes service strategies. It also sends high-quality samples to agents to enhance the level of human customer service.

  • Intelligent work orders for closed-loop collaboration

    Intelligent work orders for ...

    Huilan Technology Co., Ltd.  financial intelligent customer service solution is an intelligent work order management system developed by Huilan Technology Co., Ltd.  based on a workflow model and supported by AI technology. It provides a fully closed-loop business management function that includes intelligent form filling, intelligent circulation, intelligent supervision, and intelligent analysis. This system can effectively manage cross-departmental collaborative businesses that are handled by financial hotlines.

  • Intelligent outbound calls for precise marketing

    Intelligent outbound calls f...

    Huilan Technology Co., Ltd.  financial intelligent customer service solution provides intelligent marketing functions, relying on a visualized script flow editor to quickly organize marketing scenarios, set corresponding marketing scripts. After setting the outbound marketing tasks, batch intelligent automatic outbound marketing can be achieved based on the preset outbound strategy, and real-time outbound marketing reports can be generated. Through intelligent outbound filtering of customers without intention, valuable feedback from customers can be fed back to professional service personnel. In this process, robots can completely replace the previous laborious screening work, greatly saving the additional costs of financial institutions.

  • Intelligent debt collection that is comprehensive and efficient

    Intelligent debt collection ...

    With the growth of credit businesses in the financial industry and the rise of consumer finance, debt collection has become increasingly heavy. Huilan Technology Co., Ltd.  provides intelligent debt collection robots based on AI, NLP, and other technologies. The robot has multiple intelligent services such as automatic outbound calls, accurate identification, and intelligent interruption. It can conduct multi-round conversations with users, completely complete the debt collection task, quickly reach all users, and improve their willingness to repay. At the same time, banks can enter and automatically generate statistical results for various data in the debt collection process through intelligent forms and reports, quickly understanding the debt collection process and timely adjust the debt collection strategy.

  • Comprehensive statistical analysis for decision-making support

    Comprehensive statistical an...

    Huilan Technology Co., Ltd.  financial intelligent customer service solution provides multi-dimensional statistics such as interactive situation statistics and popular question statistics. In addition to the multi-dimensional statistical data provided by the system, the platform supports customized reporting. In situations where the basic platform report cannot meet the needs, the platform supports self-configuration of the required data report to meet the personalized needs of different financial institutions. This provides data support for call center marketing service decisions for financial institutions.

Advantages of the plan

  • Rich accumulation of financial knowledge

    Huilan Technology Co., Ltd.  has constructed intelligent customer service systems for multiple financial institutions, accumulating general knowledge of finance and depositing millions of general vocabulary data, 100,000 financial scene keywords, and covering 50 thematic fields with 10,000 industry-specific words, 20,000 synonyms, and 50,000 common sensitive phrases. Additionally, Huilan Technology Co., Ltd.  intelligent customer service system utilizes natural language processing and machine learning technology to automatically understand the intent of users' questions, intelligently recognize users' emotions, provide high-quality answers, continuously learn and optimize, and improve service efficiency and user satisfaction. The system also meets special needs such as security, privacy protection, and regulatory compliance for the financial industry. At Huilan Technology Co., Ltd., we can quickly build a financial institution's basic knowledge base based on their specific needs.

  • A new integrated service model combining VoIP with IT CT for comprehensive coverage

    Huilan Technology Co., Ltd.  financial intelligent customer service solution is based on VoIP and integrates with IT CT to provide multi-channel access services. Users can seek services not only through hotlines but also through WeChat, portals and other channels to meet the demand for quick access on both online computer and mobile devices. Users can browse relevant information by following the official WeChat account, consult online and submit complaints and suggestions, and receive actively pushed information and result messages.

  • Multi-modal intelligent interaction

    Huilan Technology Co., Ltd.  financial intelligent customer service solution provides multiple intelligent interaction modes, including voice, video, text, and virtual intelligent agents. These modes combine voice with text, video with body language, sound, and text to fully simulate the natural interaction between people, making it easier for users to express their needs and obtain help. Our solution provides users with an interactive experience exceeding expectations.

  • Intelligent human-machine collaboration from L1 to L4

    Huilan Technology Co., Ltd.  has conducted in-depth research on financial customer service scenarios and provides a multi-level service system based on different business scenarios, including pure manual service, robot-assisted manual service, manual-assisted robot service, and pure robot service. This system maximizes intelligent human-machine collaboration to ensure service quality.

  • Closed-loop management for all business processes

    Huilan Technology Co., Ltd.  financial intelligent customer service solution provides a full-process solution from acceptance, dispatch, processing, to feedback. The solution realizes the online process of the entire business process and achieves full-cycle closed-loop online processes based on work orders, avoiding management difficulties such as difficult process transfer, processing, and supervision. Through the online full-process management, the business cycle of government services is closed, and the fine management of business processes is achieved, making the process more effective, the process clearer, the information traceable, and the management more rigorous.

  • Self-learning and evolution of knowledge

    Huilan Technology Co., Ltd.  financial intelligent customer service solution is based on machine learning and deep neural network algorithms to intelligently cluster unknown problems, filter repeated problems through intelligent clustering, maintain knowledge arrays, form knowledge deposits, improve knowledge learning efficiency, and ensure the continuous evolution of knowledge.

  • Convenient and fast mobile services

    Huilan Technology Co., Ltd. financial intelligent customer service solution provides mobile terminal applications, including mobile artificial seats and mobile work orders, covering management, processing, statistics and other business functions. With mobile applications, it can support the mobileization of financial customer service-related transactions, such as answering phone calls, accepting services, dispatching, work order processing, evidence collection, signature confirmation, evaluation, etc. Through mobile work, it can greatly improve the efficiency of seat handling transactions.

  • Highly reliable and high-concurrency support

    Huilan Technology Co., Ltd.  financial intelligent customer service solution provides interface optimization and cluster system deployment, with high concurrency and high reliability.

Excellent Customer Case Studies

  • China Everbright Bank

    China Everbright Bank

  • Tianjin Bank

    Tianjin Bank

  • Baixin Bank

    Baixin Bank

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