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Industry SolutionsPrivate Banking Business Management System for a Joint-Stock Commercial Bank
The bank sought to build an integrated operating platform that combines client management, product management, and asset management. By enhancing risk monitoring capabilities and constructing a comprehensive client relationship network, the bank aimed to improve client stickiness and uncover latent client needs. The goal was to offer high-end clients a seamless, professional private banking experience that covers investment and asset management.
Enhanced private banking product management with a dedicated product shelf and systematic mechanisms for managing product NAVs and lifecycles, addressing gaps in manual operations.
Strengthened asset management capabilities to support three core private banking models: Investment Advisory, Discretionary Portfolio Management, and Family Trust Services.
Built a professional operations process aligned with the bank’s "1+1+N" team service model, including advisory service flows, strategic asset planning, dynamic rebalancing, and multidimensional monitoring for day-to-day portfolio management.
Established foundational business control mechanisms to oversee key operations—product sales, customer accounts, and transactions—ensuring risk management and operational stability.
Successfully enabled the bank's digital transformation of its private banking operations, resulting in growth in both client numbers and managed assets. Strengthened the institution’s brand recognition and reputation within the private banking industry. The bank formally launched its private banking unit this year, establishing a solid technological foundation for future business innovation and expansion.
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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