Finance AI Solution

For banks, brokerages, insurers, and consumer finance: natural-language risk reporting + intelligent customer service + private AI Agent deployment — compliance-ready by design.

Common pain points in financial institutions

Slow risk reporting

Every ad-hoc risk or compliance query goes back to the data team; hours become days as tickets stack up.

Fragmented customer data

CRM, core banking, transactions, and marketing systems live in silos, making 360° customer profiling near impossible.

Peak-hour call center overload

Repetitive product Q&A drowns human agents; SLAs slip and NPS drops during month-end and campaign periods.

Strict compliance & audit trail

Every AI answer must be traceable, explainable, and align with domestic financial regulatory requirements.

Recommended product stack

Data Analytics

Yitu · NL2SQL Analytics Platform

Ask risk exposure, portfolio, KYC, or reconciliation questions in plain Chinese; get SQL + charts in seconds with row-level permissions and full audit trail.

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Customer Service

Yitu Kefu · Intelligent Customer Service

Unified omnichannel access (WeCom, WeChat MP, app, hotline). AI drafts and answers, human takes over on high-risk turns; every conversation logged for audit.

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AI Agent

Yituclaw · AI Agent Platform

Deploy compliance-checking, contract review, and anti-fraud agents in your own VPC with token metering and sandbox isolation.

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Typical scenarios

> Retail banking: branch performance & AUM trend queries in natural language
> Corporate banking: credit exposure and industry concentration analysis
> Brokerage: real-time position analysis and compliance monitoring
> Insurance: claim aging analysis, fraud pattern detection
> Consumer finance: overdue cohort analysis, collection strategy testing
> Wealth management: client segmentation and cross-sell scoring

FAQ

Ready to talk about your bank / brokerage / insurance use case?

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