Treasury and Financial
DX Solutions
Treasury and Financial DX Solutions
Realizing Digital Transformation in Financial & Trading Services
AsiaQuest solves the challenges of trading and financial operations
—contract review, FX trading and credit management, ordering and business forms, lending, insurance, and accounting—
with the extensive expertise and proven track record we bring in generative AI, system development, and cloud infrastructure.
AsiaQuest's DX Solutions
for Treasury and Financial Services
AsiaQuest supports the DX of highly specialized trading and financial operations such as contract review, FX trading, and document processing. By leveraging generative AI and the cloud to systematize expert knowledge in contract documents, FX trading, and business forms, we support on-the-ground transformation—from advancing review and administrative processes to accelerating management decisions.
Service
Examples
- Operator Support & Response Quality Standardization System
- Conversational Application Support AI Agent
- Automated Contract Risk Assessment System
- Form Entry / Automated System Integration & Report/Email Generation
Automated Contract Risk Assessment System
AI inherits veterans' review know-how and automatically detects risks
AI reads complex contracts and automatically extracts and flags risks and deficiencies against your review standards and past data. By systematizing review know-how that was once veterans' tacit knowledge, it prevents oversights from manual checks and achieves both stronger governance and greater operational efficiency.
- Automatically extracts risks and deficient clauses based on your own standards and past data
- Systematizes review know-how to prevent oversights and strengthen governance at the same time
Example
Challenges
- Trading Companies Standardize highly specialized contract risks such as forward exchange contracts, letters of credit (L/C), and export control regulations
- Financial & Insurance Streamline clause checks on loan contracts and the updating of risk patterns in line with legal revisions
Form Entry / Automated System Integration & Report /
Automated Email Generation
Fully automate everything from receiving documents to sending reports with AI
AI-OCR reads contracts and invoices in various formats (paper, PDF, images, etc.), automatically extracts the required fields, and integrates them into business systems. Based on the integrated information, AI automates everything up to report creation and email delivery. This cuts the enormous manual data-entry workload and dramatically improves the speed of digitization.
- AI-OCR automatically digitizes documents in various formats and registers them in your systems
- AI automatically generates everything up to reports and email delivery, cutting manual data-entry work
Example
Challenges
- Trading Companies Automatically digitize trade documents and FX-related forms to streamline monthly report creation
- Financial & Insurance Streamline registration of data in various formats and the creation of proposal materials that reflect compliance
Operator Support &
Response Quality Standardization System
AI learns from interaction history to continuously raise response quality
AI analyzes customer conversations in real time and automatically suggests the best response drafts and FAQs to operators. From daily interaction history, AI automatically updates FAQs to continuously standardize response quality. Even new hires can respond as quickly as veterans—eliminating over-reliance on individuals, shortening response times, and improving customer satisfaction.
- AI automatically suggests the best response drafts and FAQs to operators
- Automatically updates FAQs from interaction history to continuously standardize response quality
Example
Challenges
- Trading Companies Standardize responses to inquiries about shipment status, credit limits, and multilingual inquiries
- Financial & Insurance Improve the speed and accuracy of customer service for policy details, procedures, insurance claims, and more
Conversational Application Support AI Agent
Eliminate the input barrier of complex procedures through dialogue with AI
An application-support system in which AI navigates users through missing information via dialogue, adapting to each user's input status in complex procedures and contract processes. It lowers the barrier of difficult terms and input fields to prevent mid-process drop-off, while AI's real-time deficiency checks reduce back-office rework and verification effort.
- Navigates missing information through dialogue, lowering the input barrier and reducing mid-process drop-off
- Real-time deficiency checks reduce rework and verification effort
Example
Challenges
- Trading Companies Prevent input errors in complex trade procedures such as opening letters of credit (L/C) and import/export permits
- Financial & Insurance Support account opening, insurance applications, and preparation of mortgage screening documents through dialogue
Case
Case Studies
A Major General Trading Company
Reducing FX costs and operational workload in FX and trading operations
We supported the systematization of FX trading operations. By integrating with core systems and external data, we digitized the entire workflow from trading to reporting. Automating operations that relied on manual work achieved cost reductions and a lighter operational load.
NTT DX Partner, Inc.
[For regional financial institutions] Development support for “DXSTAR for Bank,” a platform supporting SME DX
AsiaQuest supported web system development as NTT DX Partner released a DX platform for regional financial institutions that generalizes its DX-support know-how and solutions.
A Life Insurance Company
Development of an insurance application / automated underwriting system
Digitizing applications that were based on paper insurance application forms reduced the cost of entering data into systems. It also eliminated the need to exchange documents, shortening the number of days to underwriting.