Siloed systems turned routine compliance checks into hours of manual work. Now, AI agents execute these workflows in seconds.
A securities firm managing complex operations across 15 core departments, including brokerage, investment banking, research, and compliance.
Fragmented legacy systems created severe data silos that restricted the firm's ability to match financial products with long-tail customers....
Jianghai Securities Co., Ltd. is a securities brokerage company offering investment services.
Jianghai Securities's Workflow automation is part of this use case:
Related implementations across industries and use cases
Manual coding and RFP analysis slowed teams. AI agents in Teams now generate the drafts, achieving 73% code accuracy.
Routine reviews delayed member support. Now, non-technical employees securely build custom AI agents to resolve complex cases in minutes.
Manual document summaries bottlenecked experienced staff. Now, AI drafts preliminary risk assessments, freeing teams for complex advisory.
Document-heavy compliance workflows bottlenecked scale. Now, AI processes routine case documents, routing exceptions to staff.
A 500-component architecture slowed developers. A unified data layer runs AI document checks, freeing human brokers for complex advising.
Escalations from 2.5M daily transactions bottlenecked teams. Multi-agent AI now dynamically routes and resolves complex payment issues.
Analyzing 200-page reports took senior reps hours. Now, AI extracts key insights, empowering any sales rep to build tailored client decks.
Training models for 300+ invoice formats bottlenecked operations. Now, generative AI extracts data instantly; staff review exceptions.
Manual underwriting and billing created operational bottlenecks. AI now automates submissions and policy checks, freeing brokers for advisory work.
Siloed systems turned routine compliance checks into hours of manual work. Now, AI agents execute these workflows in seconds.
A securities firm managing complex operations across 15 core departments, including brokerage, investment banking, research, and compliance.
Fragmented legacy systems created severe data silos that restricted the firm's ability to match financial products with long-tail customers....
Jianghai Securities Co., Ltd. is a securities brokerage company offering investment services.
Jianghai Securities's Workflow automation is part of this use case:
Related implementations across industries and use cases
Manual coding and RFP analysis slowed teams. AI agents in Teams now generate the drafts, achieving 73% code accuracy.
Routine reviews delayed member support. Now, non-technical employees securely build custom AI agents to resolve complex cases in minutes.
Manual document summaries bottlenecked experienced staff. Now, AI drafts preliminary risk assessments, freeing teams for complex advisory.
Document-heavy compliance workflows bottlenecked scale. Now, AI processes routine case documents, routing exceptions to staff.
A 500-component architecture slowed developers. A unified data layer runs AI document checks, freeing human brokers for complex advising.
Escalations from 2.5M daily transactions bottlenecked teams. Multi-agent AI now dynamically routes and resolves complex payment issues.
Analyzing 200-page reports took senior reps hours. Now, AI extracts key insights, empowering any sales rep to build tailored client decks.
Training models for 300+ invoice formats bottlenecked operations. Now, generative AI extracts data instantly; staff review exceptions.
Manual underwriting and billing created operational bottlenecks. AI now automates submissions and policy checks, freeing brokers for advisory work.