Financial Industry

Smart Solutions for Financial Industry

AI-powered financial solutions for compliant, efficient, and customer-centric operations.

Case Studies Try a Demo

Intelligent Service Quality & Compliance Inspection

Real-time analyze financial service communication content, automatically verify compliance and identify risky remarks.
Intelligent Financial Knowledge Management

Build an enterprise-level knowledge base, support precise search and multi-scenario Agent applications to empower business decisions.
Customer Insight & Precise Service

Precipitate customer communication data, build member portraits, and provide 24/7 AI financial butler service.

Core Scenario for Financial Industry

Financial Service Inspection

Echo performs semantic analysis on customer conversations. It detects scenarios, risky language, and compliance issues in real time, providing scored feedback and improvement tips. With customer profiling, it enables personalized service, enhancing service standardization and customer satisfaction.
AI Customer Service: Financial Assistant

The AI Customer Service Agent acts as a 24/7 financial assistant. It accurately understands intent, offers tailored answers and recommendations, and supports both voice or text. This significantly improves service efficiency and user experience.
Multi-Source Knowledge Base & Quantitative Analysis

The Data Analysis Agent integrates structured and unstructured financial data—earnings calls, research, news—into a knowledge graph. It enables quantitative analysis in forecasting, risk control, and resource allocation, with multi-agent Q&A supporting reliable decisions.
Financial Compliance & Risk Control

The Compliance Agent scans text, images, and documents to automatically identify violations. It ensures regulatory and internal compliance, supports real-time audits and early risk warnings, and helps prevent financial crimes—securing business operations.
Financial Training: Digital Mentor

The Training Agent uses digital humans to simulate real customer scenarios for immersive practice. It deploys training tasks, tracks progress, and assesses results—improving communication, product knowledge, and compliance awareness while cutting costs and raising performance.

Integrated Solutions Meeting Financial Industry Needs

Integrate with existing systems (CRM, ERP, PIM) to streamline workflows.

Through industry solutions, we help financial institutions achieve:

Full-process compliance supervision and risk early warning of financial services
Efficient financial knowledge management and multi-scenario business empowerment
Customer service experience optimization and marketing conversion enhancement
Digitalization of financial employee training and standardization of capabilities
Multi-dimensional financial data integration and intelligent decision support

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See how we can put AI to work for your frontline.

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