Smart Financial Service System

Relying on data-driven personalized customer experiences to promote innovation and upgrade of financial service models.

Financial Service Solutions

Retail Banking: Accelerate account opening and service application processes through digital platforms to enhance convenience; simultaneously provide customized service experiences, effectively improving business efficiency and customer satisfaction through these two dimensions.

Mortgage and Loan Business: Fully migrate the entire loan process (from application, approval to post-loan management) online, reduce reliance on paper documents, simplify operational links, and provide borrowers with a better service experience.

Corporate Investment Banking: Deepen customer relationships through data insights and compliant transaction management, simultaneously promote internal process automation, and comprehensively enhance productivity and operational efficiency.

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Centralized Management and Intelligent Field Service System

For agencies and brokerage firms: Equip them with digital tools, provide unified insight analysis, and automate workflows. While reducing business complexity and interference factors, it delivers efficient support services to clients.

Property and Casualty Insurance: Create an interactive experience centered on the policyholder, help insurance companies solidify their competitiveness in the digital market, while accelerating product launch speed and achieving rapid response to market demands.

Team Benefits: By breaking down team collaboration barriers and simplifying process links, achieve efficient operation of the entire benefits process, effectively control costs while promoting reasonable expansion of business scale.

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Finance and Asset Solutions

Wealth Management: Rely on an integrated platform to provide automated, data-driven services. It not only enhances customer satisfaction and financial advisors’ work efficiency but also delivers customized investment advice through AI and data analysis capabilities.

Asset Management: Build a consistent customer experience with Wukong CRM. While improving the work efficiency of sales teams and reducing operational costs, it promotes service process automation, helping enterprises efficiently expand business scale on the basis of ensuring high service quality.

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Fewer Tools, Lower Costs

Data is centrally stored, no need for cross-platform operations.

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15

h

Save Time

32

%

Efficiency Improvement

-28

%

Customer Acquisition Cost

-25

%

Customer Service Cost

Advantages of the Solution

Accelerate Customer Growth
Use simple AI, data, and CRM tools to quickly respond to customer needs, enhance satisfaction and loyalty.
Fully Utilize Data
Full data cloud integrates core banking and insurance system data, helping enterprises gain deep insights into customers and provide precise services.
Improve Efficiency
Customized solutions help financial institutions improve operational efficiency while maintaining personalized services.
Enhance Team Collaboration
A centralized platform supports sales teams in sharing information in real-time and collaboratively handling complex transactions, ensuring consistency and efficiency in customer interactions.