How HaiTong Securities Achieved Top‑Tier RPA Maturity and What It Means for AI‑Driven Automation
An interview with HaiTong Securities' RPA manager reveals how their platform earned the highest 3+ maturity rating, outlines measurable efficiency gains, and discusses future trends like AI integration and digital‑employee governance within the rapidly evolving RPA landscape.
RPA Innovation Industry Summit Highlights
On April 16, 2021, the China Academy of Information and Communications Technology (CAICT) and the Zhongguancun Smart AI Industry Alliance launched the RPA Innovation Industry Summit (RIIS), where the first‑round maturity assessment of RPA systems and tools was announced.
The assessment awarded HaiTong Securities’ unified RPA management platform the top “3+” grade, indicating the highest domestic level of application maturity.
Interview with Ren Rong, Manager of Development Department 2, HaiTong Securities
Q: Please introduce yourself, your company, and the RPA system you evaluated.
A: I am Ren Rong, manager of Development Department 2 at HaiTong Securities’ Software Development Center. I am responsible for RPA, blockchain innovation, account, marketing, and internal management systems, as well as the security governance and overall planning of the RPA platform.
HaiTong Securities is a leading Chinese securities firm with over 10,000 employees, 344 branches, and nearly 17 million clients. The evaluated RPA solution is the HaiTong Securities Intelligent Process Automation Robot.
Q: Your RPA system achieved the professional “3+” level. How do you feel?
A: Being among the first companies evaluated validates our RPA practice and encourages our team. We have been early adopters in the industry, contributed to the national RPA evaluation specification in 2020, and are now exploring AI‑driven scenarios to further empower the business.
Q: Why did you decide to participate in the standard assessment?
A: To improve technical assurance, benchmark against peers, and obtain a credible credential that strengthens our brand and supports RPA promotion across subsidiaries.
Q: What metrics demonstrate your RPA application level?
A: By the end of 2020 we had deployed nearly 250 automated processes across 13 business departments and three subsidiaries, covering finance, clearing, valuation, reporting, monitoring, and daily management, saving more than 259 person‑hours per day.
Q: What are the biggest gains from RPA, and what are your next steps?
A: RPA has driven over 37 % annual growth in scenario adoption, reduced costs, increased efficiency, and improved employee satisfaction. We will continue promotion through internal exchanges, case sharing, and digital channels, leveraging technology innovation to support business development.
Q: How do you see the future of RPA?
A: I foresee two main trends: (1) RPA will increasingly integrate with AI to handle more complex processes, and (2) the governance of digital‑employee RPA will become critical, requiring comprehensive monitoring, security, and continuous optimization mechanisms.
RPA Standardization Efforts
RPA lacks unified standards for product features, delivery, operation, and security, which hampers industry growth. CAICT has therefore launched a full‑process RPA standard system, completing the system and tool sections, and has begun formal evaluation work to provide fair references for vendors and users.
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