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Industry SolutionsA consulting project for comprehensive assessment of customer value in retail business of a national joint-stock bank
• The existing retail customer value assessment system is not yet fully developed.
• The level of refinement in measuring the value of retail customers needs to be enhanced.
• The multi-scenario empowerment capabilities centered on retail customer value are insufficient.
• The management strategies for retail customer value assessment are not comprehensive.
Build a comprehensive value assessment system for retail customers and realize the assessment of their current and historical values
Realize accurate measurement of retail customer revenue, achieve full cost measurement for retail customers, and accurately measure economic profit and risk-adjusted return on capital for retail customers.
Construct a panoramic view of retail customer value and implement the dissemination of the panoramic view to marketing channels
Establish a full life cycle management mechanism for retail customer value assessment schemes, and achieve statistical analysis, tracking monitoring, and other functions for retail customer value assessment
• Based on the precise measurement of revenue, cost and profit from the customer perspective, realize the current and historical value assessment within the financial value.
• Introduce relevant indicators under future financial value, potential value, special adjustment items, associated customer groups, and channel promotion items, making the customer value assessment more comprehensive.
• Empower multiple scenarios to meet internal refined management requirements, including precise resource matching and performance assessment, as well as external differentiated product service pricing and differentiated customer rights and benefits, significantly enhancing customer experience and loyalty.
中电金信鲸Bot RPA是一款面向金融行业客户的机器人流程自动化的开发平台。
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鲸Bot设计器
鲸Bot设计器集成了浏览器自动化组件，office办公自动化组件，数据库组件，文件处理组件、邮件组件等多种类型组件，通过全栈自动识别技术，自动识别目标元素，使开发过程所见即所得，降低了RPA开发门槛，让业务人员也可以方便地进行业务流程的开发。
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鲸Bot机器人
通过手动执行、定时执行、控制台远程调用的方式运行自动化流程，配合控制台对外提供API接口，供外部程序调用。通过特有的视觉反馈技术提供统一的异常处理机制，极大降低开发和运维成本，让RPA流程运行更加稳定，而解决金融行业因技术人员产能不足难以支持其业务发展的问题。
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