Document collaboration suffered from version chaos and inefficient consolidation
with key information easily lost, hindering project progress.
Industry Solution
FinTech Industry Solutions
Finance demands the highest standards of data consistency, permission control and audit trails. On Feishu Bitable and proprietary middleware, QingDaYun builds compliant, controllable data collaboration systems for investment institutions.
Pain points
Real pain points of FinTech companies
Knowledge assets were scattered across systems and individuals
making compliance control difficult and creating leakage risks
The investment cloud system and the state-owned assets smart management platform were independent; fund
project, pre-investment, and post-investment data required manual export/import—slow syncing prone to omissions and errors.
Fund management data standards were inconsistent
with pre-investment approval and post-investment operations data scattered across systems—hard to guarantee timeliness and accuracy for state-owned asset supervision.
Solution
QingDaYun’s FinTech implementation path
Structured task decomposition with intelligent merged authoring
Document collaboration chaos is gone.
Fine-grained access control and financial-grade security audit
Data access and operations are fully safeguarded.
Build an investment data middle layer on Feishu Base integrating investment cloud business data with Feishu approval data
establishing unified data standards and field mapping rules.
Build an automated data sync channel to push full fund
project, pre-investment, and post-investment data to the LJXQ state-owned assets smart management platform in a standardized, timely manner—data entered once, shared across endpoints.
Build a dynamic permission engine based on user ID and role system (lead partners
investment committee chair, general partners, project team members) to achieve tiered visibility control of contact details.
Results
Measured Results from Real Projects
The metrics below are taken from the final acceptance data of the projects above — measured values, not estimates.
70%Cross-department document collaboration efficiency improvement
60%Complex document compilation cycle shortened
100%Document version error rate reduced to
Selected work
3 FinTech Project Case Studies
All delivered by the QingDaYun team with quantified results.View All Cases →
Intelligent Document Management System
BOCOM SLD Fund Management, founded in 2005, is among China’s first bank-backed fund managers and a leading Sino-foreign joint venture. Headquartered in Shanghai with offices in Beijing, Guangzhou, Chengdu and other core cities…
View Case →
SOE Investment Data Integrated Collaboration Platform
Chongqing LJXQ is China’s first state-level development and opening-up new area in the interior; in October 2025 the State Council approved the LJXQ Administrative District. Spanning ~1,360 km² with 31 subdistricts and 11 towns, it has 3.536 million residents…
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Investment Cloud Project Tracking Customization Platform
DF Capital, founded in 2009, is a leading China-based value investor focused on healthcare, targeting buyout and growth equity opportunities. With offices in Beijing and Shanghai, it manages multiple USD and RMB private equity funds…
View Case →FinTech solutions FAQ
How much does FinTech system custom development usually cost?
QingDaYun quotes by module: a FinTech industry project typically starts from tens of thousands of RMB for phase one, depending on integration scope (number of ERP/Feishu/Kingdee connections), user scale, and process complexity. A formal quote arrives within 1-3 business days after requirements sorting — no hidden fees.
How long does a FinTech project take to develop?
QingDaYun FinTech projects typically go live in phase one within 4-12 weeks: 1 week of requirements analysis, 2-8 weeks of custom development and integration testing, 1 week of acceptance and training. Staged acceptance keeps every milestone visible.
How do you integrate with existing systems (ERP/OA/Feishu)?
QingDaYun integrates with existing systems via APIs and middleware without forcing ERP/OA replacement. Delivered cases include deep integrations with Kingdee, Yonyou, Weaver, Hesi and Fadada, so existing data assets migrate smoothly.
Who maintains it after launch? How is data security ensured?
We provide post-launch operations support and iteration services; systems support fine-grained permissions, operation logs and audit trails, already running stably for financial-grade clients. Source code and data belong to the client.
Why choose QingDaYun for FinTech digitalization?
QingDaYun’s site publishes 3 real FinTech cases with quantified metrics (e.g. cross-department document collaboration improvement); core team members have 6-8 years of software engineering experience and 60+ digital projects delivered.
Get your FinTech digital solution & quote
Tell us your business scenario — we deliver requirements analysis, a solution framework and a formal quote within 1-3 business days. Or call 178-4102-1398 directly.