Digitalization in Financial Services

Financial Services Industry: Business Applications

With the wave of technology sweeping the Financial Services Industry, there is an increasing demand for innovative products and services. Yonyou provides digital and intelligent solutions in various areas, by building a core business processing platform with customers as the center. Yonyou supports financial institutions to seize market opportunities with flexible solutions and strategies.

Yonyou-Financial-Service-Industry-Solution-用友金融行業方案12

Provide digital support for various areas of financial services

Yonyo’s FSI solutions cover all financial sub-sectors, including banking, investment banking, securities and insurance industries, facilitating digital transformation in financial institutions.

Financial Cloud

Financial Cloud – New Digital Banking Services for Customers

Banking 4.0 era is approaching, banking services will be everywhere. Digital banking services not only enhance the interaction between banks and enterprises and the influence of banks, but also facilitate enterprise development and improve operational efficiency.

Value proposition I
Bank-enterprise service integration

Provide comprehensive and interoperable financial services for corporate customers by integrating digital banking services and cloud financial accounting services

Value proposition II
A new generation of financial accounting application platform

Key applications include general ledger, receivable/payable, reconciliation, financial statements, fixed assets, online and offline payments, etc.

Value proposition III
Hybrid cloud deployment

Yonyou financial cloud supports local deployment in the bank’s data center with high level of data security.

Bank-enterprise cloud

Bank-enterprise direct connection · Integrate enterprise with bank systems

For multinational financial institutions, managers needs to coordinate accounts across various banks all over the world. To effectively integrate resources and reduce operating costs, Yonyou Bank-Enterprise Direct Cloud provides financial institutions with safe, easy-to-use, real-time Treasury Management (link to TMS) Services.

Smart Marketing

Customer Relationship Management · Enhance Customer Experience (CX)

The relationship with customers is the key to improving the competitiveness of enterprises. To effectively manage, analyze and improve customer relationships, a comprehensive set of intelligent marketing solutions helps financial institutions support every step of the customer journey.

Characteristics
  • 360 Customer View
  • Lead management
  • Campaign Management
  • Management of opening financial accounts
  • Customer behavior and transaction history tracking
  • Marketing Statistics
  • KPI Management
E-Procurement

Procurement Cloud – Digital and intelligent transformation of the entire procurement process

Yonyou’s Procurement Cloud combines artificial intelligence, Internet of Things, RPA and other technologies to help financial institutions automate procurement execution and facilitate supplier management, thereby meeting the needs of enterprises in the procurement process, including cost reduction, efficiency enhancement, and risk control.

Yonyou-Financial-Service-Industry-Solution-用友金融行業方案25
Cross-border finance

Cross-border financial accounting – Comply with local regulatory requirements

With the opening of the China’s finance market, the demand for foreign institutions to enter China has been increasing. Yonyou supports the integration of China’s transaction systems, providing best practice of cross-border financial accounting, and China-Hong Kong regulatory reporting.

Support digitalization from the aspects of operation, business and technology

With the intelligent technical platform, enterprises can build, integrate, expand and manage different kinds of business applications, supporting the robust transformation and innovation of the financial services industry.

Operation Platform

– Human Resources
– Finance
– Procurement and Assets
– Collaboration

Business Applications

– Financial cloud
– Bank-enterprise direct cloud
– Marketing management
– Cross-border finance

Technology Platform

– Technology middle office
– Data center
– Intelligent middle office
– Development Platform

Customer stories

See how our clients are succeeding

PG-logo-01

P&G China

P&G (China) has balanced resource utilization efficiency and improved business…
用友-海底撈-案例

Haidilao

Yonyou’s HR platform has saved Haidilao tens of millions of…

High level SLA

> 99.5%

SaaS

> 99.95%

IaaS (Single Instance)

> 99.99%

IaaS (Multi-AZ Instances)

about-yonyou-banner-logo-13
About Yonyou

A Global Leading Provider of Digital and Intelligent Enterprise Software and Cloud Services.

0
Years of Excellence
900 +
Ecosystem Partners
2000 +
Experts at Digital Transformation

Choose Yonyou to Start the Efficient Growth

Upcoming Event

1203-financial-summit-1119

AI Empowers Hong Kong to Lead the Future – The 1st (2025) International Summit on Digital-Intelligent Transformation in Finance and Accounting

1st International Summit: AI Empowers Hong Kong to Lead the Future will be held on December 3, 2025, at the Chiang Chen Theatre, HK PolyU.
2025-12-03 14:00
- 2025-12-03 17:30