Trust Industry AI Solutions
Industry Pain Points
Key Challenges
Highly Diversified & Personalized Client Demands in Wealth Business
As a private‑bank‑style business, trust wealth management faces highly diversified and personalized client demands. Digital tools are required to conduct in‑depth customer insights, deliver targeted one‑stop services and enhance user experience.
Low Outbound Efficiency & Difficult Scaled Outreach for Inclusive Business
Scenarios such as loan verification and complaint follow‑up rely heavily on manual work with high costs and slow responses. Staff shortages hinder timely and large‑scale outreach, damaging customer experience.
Strict Compliance Marketing Rules & High Manual Operating Costs
Marketing activities must strictly implement qualified investor verification and dual‑recording. Heavy regulatory requirements lead to high costs for manual identity checks and recording; AI assistance is needed to ease operational burdens.
Limited Client Time & Insufficient Offline Service Capacity
High‑net‑worth clients are hard to meet face‑to‑face, requiring self‑service channels for routine transactions. With massive channel clients, back‑office teams cannot cover all manually; lightweight tools are needed for contract signing and dual‑recording.
Solution Capabilities
Digital Marketing: Precise Outreach & Private Domain Cultivation
Centered on full‑lifecycle customer operation, build a digital marketing system featuring data‑driven & multi‑channel collaboration to improve efficiency throughout customer acquisition, operation and conversion.
Intelligent Customer Service: Cost Reduction, Efficiency Improvement & Compliance Assurance
Build an intelligent customer service system of human‑machine collaboration and full‑process compliance, covering core scenarios including inbound consultation, outbound outreach and compliance quality inspection.
Intelligent Audio & Video: Compliant Dual‑recording & Remote Collaboration
Based on self‑developed ZRTC audio‑video technology, build a secure and efficient audio‑video service platform to meet compliance and convenience requirements of trust businesses.
Direct Wealth Sales with Full‑process Online Operation
Build an integrated direct sales platform covering APP, mini‑program and HarmonyOS version, realizing full‑process digitalization, targeted marketing and convenient services for trust businesses.
Solution Value
Improved Marketing Efficiency30%+ increase in accurate identification rate of potential customers; 25% increase in conversion rate of product promotion and roadshow invitations; 40% reduction in administrative workload for wealth managers.
Controllable Compliance Risks95% of transaction customers use self-service AI dual-recording; 100% compliance quality inspection coverage; 90% reduction in labor costs.
Optimized Service CostsAI voice robots save 90% of manual work; intelligent customer service diverts 60%+ routine inquiries; AI self-service outbound first contact saves 80% customer service labor costs and improves efficiency by 4 times.
Business Scale GrowthOver 95% of existing users of the Wealth Direct Sales App are transferred online; the points mall has more than 20,000 annual redemptions.
Application Scenarios
Marketing Campaigns
- Account managers invite clients to offline roadshows or online marketing activities via WeCom, SMS, App and other channels; follow up with unconverted clients on rejection reasons and launch secondary marketing; accurately push product information and wealth management morning briefings through the customer tag system to realize personalized outreach and potential customer cultivation.
Customer Service
- Clients make phone calls or inquire online via App about product details, net value trends and information disclosure, consulting App operations, dual‑recording procedures and redemption rules. Trust institutions handle customer complaints, conduct post‑loan follow‑ups and initial outbound calls in response to regulatory complaints, providing services such as compliance qualification review, asset allocation suggestions and equity change inquiries.
Self‑service Transactions
- Clients handle trust businesses online by themselves, including product subscription, establishment of family trust / family service trust, beneficiary right transfer, qualified investor certification and risk assessment. Complete full‑process services such as compliant dual‑recording, remote face‑to‑face signing, electronic signing, property delivery and contract confirmation via intelligent audio‑video technology.
Customer Cases
- Minmetals Trust
- Kunlun Trust
- Zhejin Trust
Minmetals Trust
- Maintained stable operation of client‑side systems for 7 consecutive years, with 95% of transactions completed via self‑service and annual transaction volume exceeding 100 billion RMB. Built a product center for centralized management of product parameters and analytical data, and developed a 4‑dimensional asset allocation system to deliver innovative asset allocation services covering customers, products, markets and holdings.
- Foreign Trade Trust
- All‑media domestic‑innovation call center with unified services and operation & maintenance. Multi‑system integration supports business handling including pre‑loan review, post‑loan follow‑up and credit reporting. AI robots efficiently replace manual work and complete 100% of initial outreach tasks.
Full‑scenario Digital Solution
for Trust Industry
Industry Pain Points
Key Challenges
Highly Diversified & Personalized Client Demands in Wealth Business
As a private‑bank‑style business, trust wealth management faces highly diversified and personalized client demands. Digital tools are required to conduct in‑depth customer insights, deliver targeted one‑stop services and enhance user experience.
Low Outbound Efficiency & Difficult Scaled Outreach for Inclusive Business
Scenarios such as loan verification and complaint follow‑up rely heavily on manual work with high costs and slow responses. Staff shortages hinder timely and large‑scale outreach, damaging customer experience.
Strict Compliance Marketing Rules & High Manual Operating Costs
Marketing activities must strictly implement qualified investor verification and dual‑recording. Heavy regulatory requirements lead to high costs for manual identity checks and recording; AI assistance is needed to ease operational burdens.
Limited Client Time & Insufficient Offline Service Capacity
High‑net‑worth clients are hard to meet face‑to‑face, requiring self‑service channels for routine transactions. With massive channel clients, back‑office teams cannot cover all manually; lightweight tools are needed for contract signing and dual‑recording.
Solution Capabilities
Digital Marketing: Precise Outreach & Private‑domain Cultivation
Centered on full‑lifecycle customer operation, build a data‑driven and multi‑channel collaborative digital marketing system to improve efficiency throughout customer acquisition, operation and conversion.
Intelligent Customer Service: Cost Reduction, Efficiency Improvement & Compliance Assurance
Build an intelligent customer service system featuring human‑machine collaboration and full‑process compliance, covering core scenarios including inbound consultation, outbound outreach and compliance quality inspection.
Intelligent Audio‑Video: Compliant Dual‑recording & Remote Collaboration
Based on self‑developed ZRTC audio‑video technology, build a secure and efficient audio‑video service platform to meet compliance and convenience requirements of trust businesses.
Direct Wealth Sales with Full‑process Online Operation
Build an integrated direct sales platform including APP, mini‑program and HarmonyOS version, realizing full‑process digitalization, targeted marketing and convenient services for trust businesses.
Solution Value
Improved Marketing Efficiency30%+ increase in accurate identification rate of potential customers; 25% increase in conversion rate of product promotion and roadshow invitations; 40% reduction in administrative workload for wealth managers.
Controllable Compliance Risks95% of transaction customers use self-service AI dual-recording; 100% compliance quality inspection coverage; 90% reduction in labor costs.
Optimized Service CostsAI voice robots save 90% of manual work; intelligent customer service diverts 60%+ routine inquiries; AI self-service outbound first contact saves 80% customer service labor costs and improves efficiency by 4 times.
Business Scale GrowthOver 95% of existing users of the Wealth Direct Sales App are transferred online; the points mall has more than 20,000 annual redemptions.
Application Scenarios
Marketing Campaigns
- Account managers invite clients to offline roadshows or online marketing activities via WeCom, SMS, App and other channels; follow up with unconverted clients on rejection reasons and launch secondary marketing; accurately push product information and wealth management morning briefings through the customer tag system to realize personalized outreach and potential customer cultivation.
Customer Service
- Clients make phone calls or inquire online via App about product details, net value trends and information disclosure, consulting App operations, dual‑recording procedures and redemption rules. Trust institutions handle customer complaints, conduct post‑loan follow‑ups and initial outbound calls in response to regulatory complaints, providing services such as compliance qualification review, asset allocation suggestions and equity change inquiries.
Self‑service Transactions
- Clients handle trust businesses online by themselves, including product subscription, establishment of family trust / family service trust, beneficiary right transfer, qualified investor certification and risk assessment. Complete full‑process services such as compliant dual‑recording, remote face‑to‑face signing, electronic signing, property delivery and contract confirmation via intelligent audio‑video technology.
Customer Cases
Minmetals Trust
Kunlun Trust
Zhejin Trust
Minmetals Trust
- Maintained stable operation of client‑side systems for 7 consecutive years, with 95% of transactions completed via self‑service and annual transaction volume exceeding 100 billion RMB. Built a product center for centralized management of product parameters and analytical data, and developed a 4‑dimensional asset allocation system to deliver innovative asset allocation services covering customers, products, markets and holdings.
- Foreign Trade Trust
- All‑media domestic‑innovation call center with unified services and operation & maintenance. Multi‑system integration supports business handling including pre‑loan review, post‑loan follow‑up and credit reporting. AI robots efficiently replace manual work and complete 100% of initial outreach tasks.
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