Workflow
最终实现“一岗一数字员工、一人一数字团队” 中信证券开启金融“人机协同”新范式
Zhong Guo Jing Ying Bao·2025-11-12 23:33

Core Insights - The company is actively advancing the construction of an AI digital employee system to enhance productivity and drive intelligent development in the industry [1][2] Group 1: AI as a Core Driver - The financial industry is entering a critical phase of digital and intelligent transformation, with AI being a key focus under the "Artificial Intelligence+" strategy of the CITIC Group [2] - The company is exploring three evolutionary stages of digital employees: from "executor" to "thinker," from "single-sensory" to "multi-sensory," and from "system tool" to "work partner" [2] Group 2: Digital Employee System Goals - The goal is to create an intelligent, human-like, and highly collaborative digital employee system, equipping each employee with multiple "digital avatars" to achieve a new paradigm of human-machine collaboration [4] - This system aims to standardize the expertise of top business professionals into intelligent tools, empowering frontline staff to deliver high-quality financial services more broadly and efficiently [4] Group 3: Implementation in Core Business Areas - The digital employee system has been effectively implemented in three core business areas: intelligent research, market value management, and intelligent investment banking [5] - In intelligent research, the "super researcher" integrates large models and intelligent technologies to automate data processing and generate comprehensive research reports [5] - The market value management assistant, CapitAI-Link, combines algorithms with professional experience to create customized market value management plans [5] - The "super investment banker" offers essential functions such as client profiling and project proposal generation, facilitating one-stop business assessments [5] Group 4: Achievements and Future Focus - As of now, the company has successfully launched 18 high-value digital employees, processing approximately 50 million requests and utilizing nearly 100 billion tokens [7] - The technology has received 10 national invention patents and 4 software copyrights, showcasing the company's leading capabilities in the industry [7] - Future efforts will focus on data governance, algorithm trustworthiness, and technological autonomy to build a reliable and efficient digital employee team [7] - The company emphasizes that digital employees represent a practical application of technology in finance and a commitment to high-quality financial services supporting economic development [7]