SOINTECH  /  SOIN AI

KI-Finanzlösung

Die KI-Finanzlösung für Institute, Unternehmen und Privatnutzer: Die tiefe Integration von AIGC verbessert Qualität, Effizienz und Sicherheit finanzieller Dienstleistungen.

KI-Finanzlösung Produktvisualisierung
01 / OVERVIEW

Auf Ihr Geschäft zugeschnitten

Die KI-Finanzlösung für Institute, Unternehmen und Privatnutzer: Die tiefe Integration von AIGC verbessert Qualität, Effizienz und Sicherheit finanzieller Dienstleistungen.

02 / PRODUCT DETAILS

Our AI finance solution serves financial institutions, enterprises and individual users. Through deep integration of AIGC and finance, it raises the quality, efficiency and security of financial services — from intelligent due diligence, contract review and wealth management to customer service, giving institutions an edge in a fiercely competitive market.

01 / APPLICATIONS

Application Scenarios

Intelligent Due Diligence

Enterprise Portrait SaaS

Estimate core financial indicator ranges of unlisted companies from massive public data and generate risk-flagged assessment reports for pre-loan, during-loan and post-loan protection.

Due Diligence Platform

Fuse financial reports, invoices and bank statements to auto-generate due-diligence reports — over 70% automation, up to 90% with LLMs.

Financial Report Analysis

High-precision OCR extracts key elements into structured fields, supporting multi-year, multi-dimensional analysis.

Bank Statement Analysis

Identify, parse and analyze statements for related-party and abnormal transactions across sales, procurement and investment, with risk alerts and management advice.

Contract Review

Intelligent Contract Review

LLM + RAG service supporting classification, information extraction, completeness checks and smart analysis to dramatically speed up review.

Contract Assistant

Agent-based agreement generation creates unique "feature tags" per clause and maintains them in the knowledge base.

Wealth Management

Wealth Advisor

AI search plus an internal knowledge base for product comparison, wealth consultation, and financial policy lookup and interpretation — improving research efficiency.

Customer Service System

AI Customer Service

Multi-agent automation with real-time talk scripts and product knowledge for text and voice service, outbound campaigns and agent assist.

Marketing Assistant

AI-driven scripts and product knowledge help sales serve customers more professionally and raise conversion.

AI Role-play Training

AI Sales Coach

Auto-generate realistic dialogue scripts, simulate customers of different personalities, evaluate selling skills in real time and give concrete improvement advice.

Script Extraction

Automatically extract and generate sales scripts for personalized, efficient sales support and higher conversion.

Data Security & Compliance

Data Security

Strict encryption and compliance measures protect user data and build trust.

Compliance Management

AI-powered compliance checks keep institutions aligned with laws and regulations, lowering compliance risk.

02 / ADVANTAGES

Solution Advantages

Multi-Vendor LLM Support

Products from GLM4, Baichuan2, Yi, Tiangong, ERNIE, Qwen, DeepSeek and more ensure technological diversity and reliability.

Multi-functional AI Dialogue

Search, writing, reading, dialogue and image generation integrated into one comprehensive service.

Easy-to-Integrate Agent Apps

Build LLM applications via flow orchestration, multi-agent calls, prompts and knowledge bases; support complex tasks and external systems.

Data-driven Decisions

Big-data analytics help institutions read market trends and customer needs precisely, shape marketing strategy and strengthen the brand.

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