Better Choices by Need

At the 2025 Financial Pioneer Alliance Summit Forum in Beijing, Alibaba Cloud, in collaboration with 18 leading enterprises, including Cloopen, unveiled seven advanced intelligent agents designed for a range of scenarios. These innovations aim to facilitate the large-scale application of AI models in the financial industry and integrate them into real-world business processes.

Among the standout releases, Cloopen's "Joint Solution for Large Model Intelligent Customer Service Application" garnered significant attention.

Kong Miao, the Vice President of Cloopen and Founder of Zhuge Intelligent, attended the event and highlighted that Cloopen’s application of large models is deeply rooted in addressing real-world business challenges. By adapting AI technology to financial operations, Cloopen has successfully demonstrated the value of AI in financial scenarios, validating its effectiveness and achieving measurable ROI.

Addressing Financial Industry Challenges: Core Features of the Intelligent Agents

Cloopen's new suite of intelligent agents is designed to solve core pain points within the financial industry, including high compliance standards, specialized knowledge requirements, and complex workflows. The agents include:

• 1.Quality Inspection Agent: Tackles the challenges of financial quality inspection by accurately

identifying issues such as metaphors, unverified content, and logical inconsistencies in customer responses. This improves accuracy and reduces error rates by 40%.

• 2.Insight Agent: Offers advanced understanding of financial business, enabling the identification

of hidden customer needs. Compared to general large models, its demand extraction accuracy has increased by 30%, helping businesses optimize services and identify new opportunities.

• 3.Call Center Agent: Combines financial regulatory documents, internal knowledge bases, and

historical case libraries to provide automated responses in complex customer queries, enhancing efficiency and customer satisfaction.

• 4.Knowledge Assistant: Utilizes deep reasoning capabilities to support multi-modal document

parsing and scenario-specific responses. This flexible agent seamlessly integrates into business processes, delivering immediate answers to complex financial inquiries.

• 5.Real-Time Agent for Call Centers: Improves service by assisting call center agents with gold

standard script mining and strategy navigation. This boosts recommendation accuracy by 35%, significantly enhancing productivity.

Building an Ecological Win-Win: Scaling AI in the Financial Industry

During the “AI Finance Lighting Program” ceremony at the forum, Liu Haiyan, Deputy General Manager of Cloopen Industrial Digital Cloud, received an award from the Financial Pioneer Alliance on behalf of Cloopen. This recognition marks a significant step in strengthening Cloopen's collaboration within the fintech ecosystem.

Liu emphasized that joining the Financial Pioneer Alliance is an important milestone for Cloopen, enabling deeper cooperation and the continuous development of scenario-based capabilities to support financial institutions in building agile, intelligent service systems.

The Financial Pioneer Alliance, initiated by Alibaba Cloud, aims to unite financial industry ISVs to support the transformation of core systems from traditional architectures to distributed cloud platforms. This initiative is pivotal in driving the business transformation of financial institutions and fostering the rapid development of high-concurrency financial scenarios.

Looking Ahead: From Technological Leadership to Ecological Collaboration

As the financial industry undergoes a digital transformation, Cloopen is at the forefront, driving intelligent upgrades through technological innovation and strategic collaboration. Its partnership with Alibaba Cloud and participation in the Financial Pioneer Alliance not only showcase its leadership in technology but also offer a replicable model for other institutions to navigate high-concurrency and multi-scenario challenges.

Cloopen is committed to further pushing innovation, enabling financial institutions to thrive in the new era of open finance and continue their journey of transformation.