Smarter with K-RPA+AI Accelerate Digital Transformation 05/2023 Background of Kingsware International Kingsware • Established in Zhuhai in 2016 • Enterprise level RPA+AI • Market leader in financial related industries e.g. Banks, Securities, Insurance etc • Coverage over all main cities in China 1000+ Customers 1M Digital Staff Arranged Kingsware International • Fintech set up in HK in 2022 • International arm of Kingsware to offer local touch to AsiaPac countries 1100+ Scenarios RMB0.5B+ Contracted Amounts Market Leader in Financial Industries Banking Securities Funds Insurance Futures Others 650+ 200+ 110+ 80+ 20+ 40+ State-Owned Banks Coverage Market Share Industry Top 20 Industry Top 10 Industry Top 10 100% >90% Coverage 60% Coverage 40% Coverage 80% Government, Telecom, Medical Care, Power and Manufacturing Industries 克拉瑪依市政府 德陽市政府 珠海市香洲區政府 Completed Series C Funding in 2022 Raised ~ RMB 1B Funding from Reputable Venture Capitals Series C China Development Bank Capital Series B Series A GL Ventures QiMing VC A B C Awards and Recognition 2020, 2021, 2022 TOP 50 China FinTech by IDC 2020, 2021, 2022年 Top 50 FinTech by KPMG 2021 IDC MarketScape： China RPA Platform Leaders Digital Enterprise Becomes Industry Trend 20 Years ago Today Industrial Robots Automate repetitive physical work Future Before Digital Staff Take over High-frequency, Time-consuming, Complex repetitive work. Reduce repetitive, Mechanical work. Focus on career judgement, Innovation, interaction, Knowledge accumulation and Process Optimization. K-RPA = Robotic Process Automation with AI Simulate manual process and interface Virtual Digital Staff = RPA + AI Voice Recognition Listen Process Highly Repetitive Tasks Facial / Image Recognition Read Voice Response Talk Cognitive / Logic Decision Making Process Execution Data input Log in to different systems Work across different systems Upload/download information • • • • Think Do Rule Based Work Flows Non-invasive Setting • • • Non-invasive to IT infrastructure Rule based automation at user interface Data Security – always stay inside of the premise RPA Value Proposition Improve Quality and Efficiency Effectively reduces business process time by more than 50%, zero error, no need to change the system to adjust the business. Reduce Costs Combining the opportunity for process standardization with the introduction of robotic tools to automate processes can save at least 30-50%. Productbility Automated tools can be boosted up to 5 times the manpower, work 24X7, People can focus on more important tasks. Correctness Eliminating human intervention with robotic tools allows for 100% accuracy Ability Improvement Users may design scenarios to automate repetitive, tedious manual, time-consuming tasks to fulfill business & operation needs Agile innovation New business scenarios can be quickly introduced to the market with low cost trial and error. Extensibility Flexibility Can be adapted to different locations and processes to provide scalability and collaboration, extended to adapt to rapid changes in the business. Compliance Adaptable to regional data storage requirements, ruledriven transaction processing can continuously meet financial requirements throughout the entire lifecycle of traceability logs. Security No risk of losing data due to human intervention. No one intervenes in the whole process, and confidential data can be transmitted and security permissions can be set on demand. RPA Scenarios Generic Scenarios Financial Management Payroll Invoice management Reimbursement File taxes Money account management • • • • • Information Management Compliance/Risk Control • Consolidation of interbank information • Industry filing • Download bidding information • • • • Contract comparison Credit Bureau Check AML Bulk freezing suspicious accounts • Bulk mailing • WeChat group robot • WeChat Q&A robot Industry-specific scenarios Government • • • • • one stop consolidation Data entry Data consolidation from different bureau Instant task pool allocation Instant approval Trade • Customs clearance • Logistics document recording • FX enquiries School • Reconciliation of tuition • Salaries calculation and payment • IT Dept. Marketing Hospital • Reports submission to government • FDA data download • Tender info download • Patients files consolidation Call Center • Automate tasks list • Call center • Routine tasks assistance robots automation • Complaint • Standing instruction handling automation • Disaster recovery switchover • System inspection • Business system monitoring Manufacturing Telecom • Inventory future values valuation • FX enquiries • Tasks allocation • Parameter configuration • Sales plan generation RPA Scenarios in Insurance Asset Management Sales & support • Data preparation before and after asset evaluation • Reports submitted to regulatory bodies Actuarial Products • MIS data searching and consolidation • Reports for specified products monitoring Finance BackOffice • Reimbursement verification • Settlement of account payables/receivables • Reports consolidation Sales & Marketing • Sales Dashboard formulation • Sales agents productivity reports Underwriting / Claims • Application data input • Verification of claims document • Follow up pending document Risk Management Compliance • Market risk daily report • Various risk control reports consolidation • Credit data searching • Batch frozen suspicious accounts • Regulatory reports upload HR IT • New staff on-boarding • Resignation management • Commissions/remuner ation calculation • Systems authorization management • Smart alert system • APP testing Customer Services • CS information assistance • Reports generation and consolidation Business Analytics • Dashboard management • Sales figures consolidation RPA Scenarios in Securities (Front/Middle Office) Front Office Primary User Department Brokerage Scenarios Customer account opening review, document quality inspection, Clearing House reporting, sales department terminal management, market data speed inspection, business overview dashboard, account opening overview dashboard, etc. Clients Guosen Securities, Haitong Securities, etc. Investment Banking Case reporting, issuance filing, notice collection, information disclosure, event supervision, etc. Asset Management Proprietary Securities Research Margin management, regulatory reporting, agreement signing, announcement monitoring, bidding result monitoring, position reporting, Registration, over-the-counter transfer execution, funds bookkeeping, inter-bank Research settlement, cash management, centralized clearing processing, cross-market Report Quality counter management, mark-tocustody transfer processing, interbank lending and Inspections etc. market, etc. settlement processing, share and funds monitoring, securities transfer, regular and OTC operations bookkeeping, daily prop-trading statistics, etc. Guosen Securities, Guangfa Guangfa Securities, CITIC Securities, Essence Securities, Securities, etc. etc. Guangfa Securities, Everbright Securities, CITIC Securities, etc. Dongguan Securities Middle Office Primary User Department Risk Management Legal & Compliance Clearing, Settlement and Custody Scenario Risk Review, Reporting AML, Client Profile Quality Check, Data Entry DoubleCheck Market Data Import, Classification, Settlement, Valuation, Reconciliation, Account Settlement, Parameter Management, Custody Fee Management, Membership Management, Information Disclosure, Funds Payment and Settlement Clients Everbright Securities Everbright Securities Guangfa Securities, Essence Securities, Everbright Securities, CITIC Securities etc. (Over 60 securities companies in total) RPA Scenarios in Securities (Back Office) Back Office Primary User Department Scenario Clients Accounting and Finance Department HR Department IT Department Administrative Office Resume upload/editing, Bank Account Recon, Receipt Employee Onboarding, Authentication and Redundancy Professional Qualification Detection, Credit Check, application, Insurance Expense Processing processing Pre-market system startup and inspection, application roll-out, disaster recovery Official document handling, document classification etc. Everbright Securities, Shenwan Hongyuan Securities, etc. IT departments in 95 Securities companies Guanfa Securities, Essense Securities, etc. Guanfa Securities, Essense Securities, etc. Infrastructure • Simple, Flexible 3 tiers set-up • Non-invasive to IT infrastructure • Data stay within establishment to ensure utmost security Control Server Robot Control Process Flow and Activities of Robots Coordinate “Control” and “Robots” Implement instructions from “Control”& “Server” at the designated machines Thank You info@kingswarei.com Kingsware International, Your partner of Digital Transformation
