Recently, the 2025 Financial Pioneer Alliance Summit Forum was held in Beijing. Alibaba Cloud, in collaboration with 18 leading industry enterprises including Cloopen Ai, jointly released seven intelligent agents, aiming to focus on the large-scale application of AI model technology in the financial industry and the deep integration of business scenarios. Among the released intelligent agents, the "Joint Solution for Large Model Intelligent Customer Service Application" launched by Cloopen Ai has attracted much attention. The vice president of Cloopen Ai and the founder of Zhuge Intelligent, Kong Miao, attended the intelligent agent launch event. He stated that Cloopen Ai's large model application always adheres to the problem-oriented and result-oriented principles. Based on hundreds of financial project practices, it deeply adapts AI technology to financial business processes and operation models, achieving scenario value verification and sustainable large-scale implementation, and achieving "computable ROI".
Cloopen Ai intelligent customer service agent
Solves complex problems in financial scenarios
The Capricorn Copilot & Agent have developed a core engine to address the high-compliance, professional and multi-process business pain points in the financial industry:
- Quality Inspection Agent: Overcomes the challenges of financial quality inspection, accurately identifying metaphors, unconfirmed contents and logical contradictions in customer responses, and increasing the accuracy rate of quality inspection to the cutting-edge level in the industry, reducing the error rate by 40%.
- Insight Agent: Possesses stronger thinking and understanding capabilities of financial business, uncovering customers' hidden needs, with the accuracy rate of demand extraction improving by 30% compared to general large models, helping institutions achieve service optimization and business opportunity exploration.
- Agent for Call Center: Integrates thousands of financial regulatory documents, internal knowledge bases and historical case libraries, providing high-quality automated response services in complex consultation scenarios.
- Knowledge Assistant: Based on enhanced deep reasoning capabilities of financial business knowledge, supporting multi-modal document parsing and scenario-based responses, it can be flexibly embedded in existing business processes of enterprises to achieve instant responses to complex questions.
- Agent for Call Center: Through real-time gold standard script mining and strategy navigation, assisting human call center agents to quickly match the best service solutions, with the accuracy of recommendations increasing by 35% and the productivity of front-line call center agents significantly improved.
Ecological Win-Win: Accelerating the Large-Scale Implementation of AI
At the "AI Finance Lighting Program" awarding ceremony of this forum, Liu Haiyan, the deputy general manager of Cloopen Ai Industrial Digital Cloud, accepted the membership certificate from the Financial Pioneer Alliance on behalf of the enterprise. The addition of Cloopen Ai will further strengthen the technical ecosystem loop in the field of intelligent customer service. Liu Haiyan stated that joining the Financial Pioneer Alliance is an important milestone for Cloopen Ai to deepen the cooperation in the fintech ecosystem. In the future, we will work with partners to continuously output scenario-based capabilities, helping financial institutions build a more agile and intelligent service system. The Financial Pioneer Alliance, initiated by Alibaba Cloud, is a technology industry alliance that aims to unite the forces of financial industry ISVs and jointly support the transformation of financial institutions' core systems from traditional architectures to distributed cloud platform architectures, providing important support for the business transformation of financial institutions and quickly building the ability to cope with high-concurrency business scenarios and fully embracing the era of open finance.
Future Outlook: From Technology Implementation to Ecological Collaboration
In the wave of digital transformation in the financial industry, Cloopen Ai, starting from intelligent customer service, through in-depth technological exploration and ecological collaboration, is becoming a key force driving the intelligent upgrade of the industry. This time, in collaboration with Alibaba Cloud to release the intelligent agent and join the Financial Pioneer Alliance, not only demonstrates technological leadership, but also provides a replicable benchmark model for the financial industry to cope with high concurrency and multi-scenario challenges. In the future, Cloopen Ai will continue to drive innovation based on scenarios, helping financial institutions fully embrace the new era of open finance.