ORIGIEN Next-Gen Digital Infrastructure
Distributed Core Banking System
Distributed Financial PaaS
Data Middle Platform
Digital Marketing
Risk & Compliance
Payment & Settlement
Channel Solutions
Credit Management
Transaction Banking
Open Banking
Digital Operation
QA Platform
AI Applications
Industry SolutionsCRM and Data Mining Project for a City Commercial Bank
With the rapid expansion of its retail business, this city commercial bank faced increasingly stringent requirements for its internal systems. However, the legacy CRM system suffered from numerous shortcomings, including incomplete data, poor timeliness, long batch processing times, and suboptimal usability. To better support its growing operations, the bank initiated a CRM system upgrade and construction project.
Built an efficient user workspace that includes a centralized customer management hub, a unified platform for relationship manager oversight, an integrated marketing management platform, and a structured product showcase interface.
Developed multidimensional customer data models to support comprehensive and multi-perspective analytics. This enabled customer identification and insight discovery for relationship managers, and strategic decision-making support for product and customer marketing strategies at the management level.
Centered on a customer-first marketing model, the CRM system supports customer identification and cross-channel marketing across the bank. It integrates with systems such as credit platforms, call centers, digital channels, and mobile marketing. By enabling coordinated outreach across channels, the system prevents redundant marketing efforts and enhances customer profiles based on real-time feedback.
Focused on mid- and high-net-worth individuals, a dedicated wealth management system was built to deliver professional services. The initiative marked a transformation from short-term product sales to long-term cash flow and portfolio management, from single-product sales to holistic asset management, and from static asset allocation to dynamic account-based management. This significantly enhanced the bank's competitiveness in the premium customer segment.
After going live, the system significantly improved service efficiency and quality, enabling more responsive and comprehensive customer support throughout the pre-sale, in-service, and post-sale phases.
By redesigning the bank´s customer service processes and centralizing customer information, relationship managers were empowered to discover, understand, and engage with valuable clients more effectively—facilitating long-term, stable relationships.
The solution also provided strong operational support for both daily relationship management tasks and the broader development of the relationship manager team.
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。
-
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。
-
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。
+852 39030102 （9:00-18:00）
Submit your requirements and we will contact you as soon as possible.