With the development of business processing from PC to mobile, and the increasing marketing pressure of insurance, insurance account managers often fail to utilize these customer resources due to the large number of customers and busy business, and miss out on some marketing opportunities after adding customer WeChat. With the help of enterprise WeChat, mobile RPA, and intelligent Q&A, it can alleviate the marketing pressure on account managers.

RPA is one of the most common data governance tools that addresses data source issues. In the securities industry, reporting personnel often need to submit data at the end of the month, quarter, and year in response to regulatory requirements. Based on RPA+data center for data governance, data collection, cleaning, verification, and storage can be carried out between different systems through RPA. Accurate data can be obtained with T+1 timeliness, and report data can be directly generated through one click export.