Recently, the Financial Industry Promotion Group of the China Artificial Intelligence Industry Development Alliance released the "Research Report on the Implementation Roadmap of Financial Large Models (2024)". Cloopen AI, leveraging its rich project experience in the field of fintech, was invited to participate in the compilation and provided valuable industry insights and practical experience for the report.
This report aims to provide systematic guidance for the practical application of large models in the financial industry, promoting the intelligent transformation and high-quality development of the financial sector. It was compiled by China Construction Bank, with participation from leading financial institutions such as Postal Savings Bank, Bank of Communications, Ping An Bank, and Industrial and Commercial Bank of China, as well as authoritative fintech companies like Cloopen AI, Ant Technology, and Softong Technology.
Cloopen AI: The Pioneer in Financial Big Model Applications
Cloopen AI actively participated in the writing of the fourth chapter of the report, which focused on "Revolutionizing the Application Paradigm of Financial Big Models", and delved into the application of big model technology in core financial business scenarios, as well as how to stimulate the value of financial services and enhance the efficiency of financial services.
As a technology service provider in China that was the first to explore the implementation of big models in the financial industry, Cloopen AI has always been guided by business goals, continuously delving into the needs of the financial industry, and deeply integrating financial business expertise and unique data into model training.
Unlike some enterprises that only focus on improving model parameters, Cloopen AI pays more attention to identifying the actual pain points and demands in financial business scenarios. It has developed a highly adaptable large-scale model application solution for the financial industry, covering core scenarios such as marketing, sales, service, and internal enterprise management. It truly solves practical problems for financial institutions, especially in innovative applications such as improving customer service efficiency, enhancing sales conversion, and implementing intelligent quality inspection.
Renxi Insight Agent
A Paradigm Case of Empowering Financial Customer Service with Large Models
In addition, the report also delved deeply into the challenges such as data, computing power, and talent that large models encounter when being applied in financial institutions, and provided targeted solutions. Meanwhile, the Renxi Insight Agent conversation insight solution created by Cloopen AI for a well-known life insurance company was highlighted as an excellent reference case.
The experts in the field believe that this case not only serves as a leading exemplary model for digital and intelligent innovation in the insurance industry - increasing the marketing conversion rate of the insurance company by 5% to 8%, and reducing the customer complaint rate by 10% to 30%, but also takes into account the issue of investment costs. Through the combined use of large and small models, the cost is controlled within a reasonable technical investment range, and it can be regarded as a replicable and referenceable technical solution for the industry.
Furthermore, unlike the application of general industry models, the Rongxi Insight Agent Session Insight solution, as a large-scale model application solution specifically designed for insurance customer services, has the following advantages. Firstly, it can fully leverage the powerful capabilities of large models in data analysis and processing, enabling the construction of a comprehensive customer demand mining and analysis covering all scenarios of business communication. Secondly, this application is specifically trained and learned for the uniqueness of the insurance industry, such as specific terms and industry documents, which significantly ensures the accuracy and reliability of the model.
Meanwhile, all the major models of Cloopen AI have been fully integrated into the DeepSeek large model, and have conducted comprehensive business effect verification with a certain bank client regarding "Large Model Insight Agent" and "Large Model Quality Inspection Agent". Both parties will jointly explore how to deeply integrate the DeepSeek large model with the bank's business processes, optimize the existing processes, and achieve efficiency improvement.
Conclusion
This invitation to participate in the compilation is not only a recognition of the application capabilities of the Cloopen AI large model, but also a deep endorsement by leading financial institutions of the industry influence of Cloopen AI in the field of financial intelligent transformation.
In the future, Cloopen AI will continue to uphold the spirit of innovation and continuously explore more possibilities of how the large model technology can empower financial scenarios, providing more intelligent, efficient and cost-effective solutions for the financial industry.