INDUSTRY SOLUTIONS

Start with one business scenario and build your company's own AI productivity platform

Industry scenarios built on the OpenPartner AI platform, continuously refined and improved over time.

FINANCIAL INDUSTRY SOLUTIONS

Financial-Industry Online Operations & Product-Marketing Solutions

Sogood provides 13 AI Skills and matching MCP tools for free, covering marketing planning, content writing, content retrieval and text-to-image — ready to use as soon as you deploy OpenPartner

Applicable industries Fund companies Wealth-management subsidiaries Securities firms

Contact a customer manager for a free consultation

Text Skills

Expert planning and content writing — turn views, investment education, hot topics and industry-chain knowledge into compliant, ready-to-use content

Expert Planning

Product Marketing Planning Expert

Campaign plans

Brand Marketing Planning Expert

Campaign plans

Content Column Planning Expert

Campaign plans

Content Writing

Investment Views

Turns a view into content in a specified format

Basic Investment Education

Writes basic investment-education content that fits the business structure

Hot-topic Analysis

Writes hot-topic analysis content in a specified format

Industry-chain Knowledge

Writes industry-chain knowledge content in a specified format

Basic Information Search

Searches basic product and market data

Research Report Search

Searches research-report content

Compliance Review

Reviews content for compliance

Image Skills

Text-to-image — generate creative drafts, posters and social content images from a description or reference image, at the size you specify

Text-to-Image

Creative Draft & Interpretation

Generates a visual from a description plus reference image, at a specified size, with readable content

Xiaohongshu Images

Generates images for Xiaohongshu content

Comic-strip Images

Generates comic-strip style series images

PRO SOLUTIONS

Professional Solutions

Sogood provides consulting and custom services to take solutions deep into your business scenarios

Every professional solution includes a dedicated RAG document digitization capability

Professional Solution 01

Asset Management Product Marketing

For fund companies, bank wealth-management subsidiaries, banks and securities-firm wealth management teams.

Core capabilities

  • Intelligent generation of product marketing materials: automatically produce compliant marketing copy from product attributes, market views and customer profiles
  • Platform and channel content operations: generate differentiated content for each channel (Tiantian Fund, Ant Fortune, your own app)
  • Copy, image, long-image and video production: one-stop multimedia content production
  • Access to product materials, channel rules and company knowledge: accumulate the team's product know-how on OpenPartner's seven-layer architecture
  • Ask product materials and business documents anything: powers copy, planning, operations and other business scenarios

Typical scenarios

  • Launch marketing for new fund products
  • Continuous operations for existing products
  • Channel-specific content customization
  • Client engagement and investor education
  • Retrieval over relevant business documents, with the results used as references

Rollout path

  1. Single-node quick deployment pilot (running in five minutes)
  2. Build a custom RAG AI-digitization foundation
  3. Help organize product materials and business documents and complete AI digitization
  4. Configure marketing Skills and workflows
  5. Scale out horizontally across nodes to support the whole team
Professional Solution 02

Headquarters Content and Employee Marketing

For banks, insurers, securities firms and any company with many branches and sales teams.

Core capabilities

  • Headquarters produces standard content and templates: the HQ team distills marketing methodology into reusable standard assets
  • Employees personalize by customer segment, region and persona: each employee starts from the HQ template and tailors the output to local customer characteristics
  • HQ-branch coordination, brand standards and permission management: HQ controls brand tone, branches execute flexibly, permissions stay strictly isolated
  • Usage and performance data flows back continuously: employee usage and content performance data return to HQ to keep improving templates
  • Ask business documents and product materials anything: powers copy, planning, operations and other business scenarios

Typical scenarios

  • Wealth product marketing for bank branches
  • Client management for insurance agents
  • Private-domain operations for broker wealth advisors
  • Unified brand control across regions
  • Retrieval over relevant business documents, with the results used as references

Rollout path

  1. Deploy a multi-node cluster at headquarters
  2. Build a custom RAG AI-digitization foundation
  3. Help organize business documents and product materials and complete AI digitization
  4. Build a content middle platform (standard templates, Skills, knowledge base)
  5. Deploy branches independently and connect them to HQ assets
  6. Employees produce personalized content and data flows back to HQ
Professional Solution 03 · Custom

RAG Document Digitization Solution

For companies that need to turn large document collections into AI-searchable, AI-answerable digital assets. Sogood provides consulting and custom services.

Core capabilities

  • Intelligent document parsing: automatic parsing and structuring of PDF, Word, Excel and many other formats
  • RAG retrieval-augmented generation: precisely match document passages through vector search and generate grounded answers
  • Intelligent Q&A and summarization: automatically answer questions and produce summaries from company documents
  • Permission control and audit: fine-grained document access control with a fully traceable audit trail

Typical scenarios

  • Intelligent Q&A over company policies and process documents
  • Intelligent retrieval across product materials and technical documentation
  • Intelligent matching of key clauses in contracts and agreements
  • Intelligent lookup and comparison of regulations and policies

Rollout path

  1. Bulk-import and intelligently parse documents
  2. Build vector indexes and retrieval strategies
  3. Configure Q&A Skills and business workflows
  4. Integrate with business systems and keep optimizing

Ready to build your own AI work platform?

Contact us for deployment, consulting, customization and integration services

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