Financial Digitization
金融數智化
Specially customized for the financial industry, integrating office management, business process automation and other functions to enhance internal collaboration efficiency of financial institutions, optimize resource allocation, ensure efficient, secure and compliant operation of business, it is an indispensable digital management tool for modern financial institutions.
專為金融行業定制,綜合辦公管理、業務流程自動化等提高內部合作效率的功能金融機構,優化資源配置,確保高效、安全、合規的業務運營現代不可或缺的數位化管理工具金融機構。

Services We Offer
我們提供的服務
Risk Management
風險管理
Through the process of identifying, evaluating, monitoring, and controlling risks, the adverse impact of risks on the business activities of financial institutions is minimized to the greatest extent possible.
通過對風險進行識別、評估、監控和控制的過程,最大程度地降低風險對金融機構經營活動的不利影響。

Investment And Financing Management
投融資管理
Assist financial institutions in managing customer information, provide comprehensive project and fund information management functions, and help users better manage financing and investment projects.
幫助金融機構管理客戶資訊,提供全面的項目和資金資訊管理功能,幫助用戶更好地進行融資和投資專案管理。

Compliance Management
合規管理
Help enterprises reduce compliance costs and sustain compliant operations in a complex and constantly changing regulatory environment and requirements.
幫助企業在複雜且不斷變化的合規監管環境及要求下,降低合規成本、持續地合規經營。

Financial Management
財務管理
Integrating business travel services and providing convenient reimbursement services for employees;, Provide various control measures such as cost budget, cost standards, and cost limits to help enterprises effectively manage marketing and management expenses.
融合商旅服務,為員工提供便捷的報帳服務;,提供費用預算、費用標準、費用額度多種控制手段,幫助企業有效管控行銷費用、管理費用。

Customer Management
客戶管理
Assist financial institutions in achieving 360 ° comprehensive customer management, including personal information, account information, investment preferences, etc., to understand customer needs in real time and provide personalized services.
幫助金融機構實現客戶360°全方位管理,包括個人資料、帳戶資訊、投資偏好等,實时瞭解客戶需求,提供個性化服務。

Operation Management
營運管理
Usually integrated with multiple functions, aimed at improving the efficiency of financial institutions, reducing costs, and ensuring the security and compliance of business.
通常集成了多種功能,旨在提高金融機構的效率、降低成本,並確保業務的安全和合規性。
