AI Agent and Intelligent Finance
Theme of This Issue
On December 28, 2023, the State-owned Assets Supervision and Administration Commission of the State Council held a financial work conference for central enterprises. The conference required that in 2024, the financial systems of all central enterprises should deeply implement the spirit of the 20th National Congress of the Communist Party and the Central Economic Work Conference, adapt to the trend of intelligent transformation, and accelerate the promotion of financial digital transformation.
In recent years, the guidance of national macro policies and the emergence of AI technologies such as RPA process automation and large models have continuously propelled the development of intelligent finance. Today, AI Agents have rapidly become a new trend in the era of digital intelligence, and overseas, agents are referred to as the new generation of automation.
What impacts and revolutions will intelligent finance face?
What is the market exploration and implementation status of AI Agents?
Can agents solve the pain points of financial digitalization?
This episode of the powerful interview series invites two heavyweight guests:
Zhang Junjiu, Co-founder & CMO of Shizai Intelligent
Yan Wei, Founder of Chuyun Technology
They will embark on a dialogue journey to ignite the spark of thought.
Pioneering Guests
Zhang Junjiu (Jiu Ge)
Telecommunications Expert: Master’s degree in Communication Engineering from Nanjing University of Posts and Telecommunications, worked in R&D at Motorola for 5 years.
IT Expert: Former Deputy General Manager of the Technology and Risk Control Departments at China Telecom Yipay for 5 years.
Internet Entrepreneur: Co-founder & CMO of Shizai Intelligent, 8 years of entrepreneurship in big data, AI, and software automation.
Yan Wei
Finance Expert: Master’s degree in Software Science from Hong Kong Polytechnic University, Senior Intelligent Finance Specialist (FAI).
IT Expert: 26 years of experience in enterprise-level software development, IT informationization for large enterprises, logistics warehousing, and financial information.
Internet Entrepreneur: General Manager of Shanghai Chuyun Software Technology Co., Ltd.
Industry Experts Discuss
The theme of this episode of the powerful interview series is “Dialogue between CIOs and CFOs: AI Agents and Intelligent Finance”. The two invited guests have backgrounds as both CIOs and CFOs, as well as shared tags as IT professionals and internet entrepreneurs, allowing us to gain insights into the latest “intelligent transformation” brought by the booming AI Agents in the field of artificial intelligence.
Part.1
AI Agents: Hype or Trend?
AI Agent is a hot term in the domestic and international AI industry in 2023, referred to as “AI Intelligent Agent” in China. Is it merely a commercial gimmick or a future development trend in AI technology? What impacts and revolutions will it bring to the field of intelligent finance?
Jiu Ge
The academic concept of “Agent” has existed for a long time, and with the development of artificial intelligence, it has now evolved into AI Agents based on LLM (Large Language Model). AI Agents mainly consist of three parts: first, the ability to perceive the external environment; second, the ability to make judgments based on perceived information; and third, the ability to respond and execute based on those judgments. These represent three core points—perception and memory capabilities, decision-making and planning capabilities, and tool and action capabilities.
All of these require mature leading technologies to be realized, such as Shizai RPA’s pioneering “ISSUT (Intelligent Screen Semantic Understanding Technology)”, which uses visual patterns to directly perceive structured, semi-structured, and unstructured documents, images, and web pages in virtual environments, equipped with long-term memory capabilities, breaking down tasks into multiple steps to complete interconnected tasks, mimicking optimal work habits to enhance autonomous decision-making and planning processes. Users only need to engage in dialogue to invoke the corresponding automation processes, and the self-learning and iterative capabilities improve human-machine collaboration efficiency.
Yan Wei
AI Agents may seem like a new concept, but they are actually an integration of three major technologies: computer vision, large language models, and RPA. The intelligent screen semantic understanding technology allows the agent to “instantly understand” the screen content, giving the agent a “vision”, while the technology centered around large language models provides it with a “brain”, and the execution capabilities are released through RPA technology, equivalent to “hands and feet” to operate software and interfaces, ultimately enabling the Shizai Agent to exhibit perception and memory capabilities, thinking and decision-making abilities, and reasoning and induction capabilities, which are the characteristics of advanced artificial intelligence.
The popularity of AI Agents has expanded the boundaries of intelligent finance. Enterprises have adopted various systems that require manual data input, related judgment calculations, and representation in reports. The systems themselves only perform recording, calculation, and storage functions. For many years, traditional information systems have been operated by humans, but now many processes can be completed through AI Agent technology, which does not replace our existing systems but actually expands the application boundaries, bringing a new blue ocean for digital transformation and upgrading.
Part.2
What Explorations Have Been Made in the Field of AI Agents?
AI Agents are undoubtedly the future development trend of AI technology. What specific explorations and practices has Shizai Intelligent made in AI Agents? How should we interpret the State-owned Assets Supervision and Administration Commission’s Document No. 1 for 2024?
Jiu Ge
In August 2023, Shizai Intelligent launched its self-developed vertical “TARS (Tars) large model”, applied in two scenarios. The first scenario is to achieve the three core capabilities of the agent mentioned earlier through the large model, combined with Shizai RPA, allowing users to generate execution plans through simple natural language dialogue, driving automation capabilities to complete corresponding operations, realizing “what you say is what you get”; the second scenario is the industry’s first Shizai Agent: TARS-RPA-Agent, which has already been commercially implemented in real scenarios, truly becoming a personal assistant on the computer, currently ranked NO.1 in the entire digital employee industry, implementing the “Million Plan,” which targets 1,000 application software programs and 10,000 common application scenarios on the computer.
Bill Gates predicts that AI Agents will completely change human-computer interaction and disrupt the software industry. Shizai Intelligent’s core focus is to make AI Agents truly usable, achieving four key characteristics: “controllable costs, usable effects, customizable training, and private deployment,” with “self-developed, effective, safe, trustworthy, and implementable” unique advantages tailored for various industries. In early 2024, Shizai Agent will be publicly tested in the market, providing employee office assistants for government enterprises and PC assistants for individual users to meet long-tail low-frequency automation needs.
Yan Wei
Document No. 1 from the State-owned Assets Supervision and Administration Commission for 2024 signifies that the digital transformation and upgrading of financial management has become an important task at the national and central enterprise group levels, bringing three major benefits for intelligent finance. First, a policy benefit, as the national level has set a policy tone, incorporating technology into very important decision-making areas; second, a benchmark benefit, allowing enterprises to appropriately tailor their financial characteristics, reducing a lot of trial-and-error costs and financial risks; third, a guiding benefit, effectively combining the latest information technology with finance, indicating key directions for IT and finance personnel.
Part.3
The Application Value of AI Agents?
Many people feel that Agents are still far from them, but in reality, they have already been applied around us. What is the market attention and usage performance of AI Agents? Can they solve the pain points of intelligent finance? What major directions are there in the future digital finance field?
Jiu Ge
Since the launch of the Shizai Agent, we have received many requests for private deployment and trial experiences from large clients. Clients have expressed that the overall experience of using the agent is quite impressive. On one hand, we have received recognition, but regarding some shortcomings, clients have also provided a lot of positive feedback, indicating that everyone has an open attitude towards the series of ecological changes brought by the technological revolution and the embrace of agents. Development has now become a dual-driven approach of technology and business, and the agent is still some distance from true realization, while also providing us with space for continuous breakthroughs, allowing us to mature further on the path to commercialization in the future.
Yan Wei
In financial scenarios, there are numerous general and universal demands that require manual processing in many standard and non-standard steps. Relying solely on technology like OCR is costly, and the recognition rate does not meet satisfaction, with formats being non-standard. These situations were previously unmanageable by information systems, but now the Agent can play a significant role in application scenarios, driving a large amount of internal data within enterprises, performing deductions, and providing dynamic real-time feedback tracking. Regardless of when performance needs to be assessed, the data produced is very accurate, capable of improving precision by one to two orders of magnitude.
In the future digital finance field, AI Agents may focus on three key areas:
First, using AI Agents for super automation and intelligent processing, extracting structured information required for finance from various unstructured information;
Second, finance involves numerous review processes that require rich financial knowledge and experience, combined with the company’s financial policies. AI Agents possess such enormous capabilities in vertical fields;
Third, for a large accumulation of economic business data, operational data, etc., AI Agents can interpret automation, achieving control in operations, automatically discovering risk points and improvement points.
These three areas represent the latest development directions for intelligent finance in the era of AI Agents.
We sincerely thank the two expert guests for bringing us cutting-edge thoughts and industry insights on AI Agents. To learn more about AI Agents, you can watch the live replay on “Shizai Intelligent RPA” video account, or visit the Shizai Intelligent official website (www.i-i.ai) – Shizai Ecosystem – Shizai Academy, scan the QR code below to add the Shizai Intelligent assistant and obtain the complete financial digitalization solution.
Shizai Assistant
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Continuously co-creating digital solutions, providing professional digital practical training, and in the future, through self-developed TARS vertical large models, providing “customized training and private deployment” AGI services for operators and their government and enterprise clients are the concrete goals and visions of this technology company.
About Shizai Intelligent
Shizai Intelligent is an AI technology company leading the era of human-computer collaboration through self-developed AGI large models and super automation technology. As a quasi-unicorn in China’s AI sector and a leading enterprise in the RPA industry, Shizai Intelligent combines domestically developed AI technology with RPA products to assist government enterprises in achieving digital reform and transformation upgrades.
The company’s entire product line fully supports domestic information innovation, widely compatible with mainstream domestic chips, databases, servers, and operating systems. The “Shizai RPA Digital Employee” has been operating stably for millions of hours in various central enterprises, state-owned enterprises, and government domestic information innovation systems.
The company is headquartered in Hangzhou, with a research and development team of hundreds, recognized as a national high-tech enterprise. It has passed the highest level of global software maturity certification, CMMI-5, and has subsidiaries and offices in Beijing, Shanghai, Guangzhou, Shenzhen, Chengdu, Nanjing, Jinan, and Tokyo, Japan, providing one-stop services for domestic and international clients. It has served over 2,000 clients across various fields, including finance, manufacturing, telecommunications, e-commerce, tobacco, energy, and transportation.
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