Scene

As a representative organization in China's FinTech industry, Xueqiu has always been committed to providing users with more comprehensive, rich, and reliable wealth management services and achieving its mission of "connecting people and their assets, Xueqiuing wealth". The financial industry is rapidly changing. How to use technology to improve the organization's operational efficiency and serve「smart investors」has always been a topic that Xueqiu ponders.

As the saying goes, sharp tools make good work. After partnering with Feishu, Xueqiu has created a brand new and exclusive portal for enterprises by taking advantage of the capabilities of Feishu Open Platform. This portal not only connects the information at the front end, middle end, and back end with workflows in a one-stop manner but also implements innovative practices in digital transformation through deep integration between Feishu apps and enterprise apps, greatly improving the organization's operational efficiency.

Solution advantages

A one-stop portal is created for organizations usingFeishu, delivering industry-leading, high-efficient work experience

Previously, enterprise apps were simply arranged and stacked on the portal. As the organization grows, the number of apps is increasing and employees are taking more time to find the apps they need. Xueqiu suddenly realized that the old portal cannot satisfy the working concept of "improving enterprise efficiency, promoting culture, and enhancing employee interaction" anymore. It's time to make a change.

Leveraging the capabilities ofFeishu's Custom Workplaces, Xueqiu easily built an exclusive portal for organizations. On one hand, with data analysis support from the back end, frequently-used enterprise management and business apps are managed as a whole using the open capabilities of Workplace, official components, and intelligent algorithms, making it easier for employees to use the apps and improving work efficiency. On the other hand, displaying the essence of corporate culture and knowledge in the Workplace window shows the warmth of the organization, helps create a unique corporate cultural atmosphere, and boosts workplace cohesion.

An efficient requirement handling path is built usingFeishu, improving the operational efficiency of the platform

With AnyCross, Xueqiu innovatively integrated 「Topic groups」 with 「Bitable」 and established a small 「Intelligent ticket system」 through Bitable automation. This system not only can automatically notify the person in charge of topic feedback according to the keywords contained in the topic, remind the person to promptly handle and follow up the feedback, but also can update the requirement status in time. This completely solves the problem of missing feedback when manually recording and collecting the information within groups and saves the human effort of 「notifying colleagues of requirement progress after updating the requirement status」. 「A small investment reaps big returns」!

Data analysis workflows are managed usingFeishu, optimizing the utilization efficiency of professional resources

With AnyCross, Xueqiu seamlessly integrated Feishu Approval with Bitable, achieving seamless connection among compliance approvals of business data analysis requirements, assignment of data analysis tasks, and statistical analysis of work hours. Standardized flow management allows requesters to submit requirements in a unified manner and learn the progress in real time, allows handlers to have clear visibility of their tasks and efficiently execute them, and allows managers to comprehensively control the task progress and manage the team's input and output. In addition, all business actions in the process are accurately recorded for subsequent analysis, and deliverables can also be archived and presented in a structured way.

Intelligent information screening is realized usingFeishubots, improving message transmission efficiency

Previously, various types of Jira notifications are generated at a high frequency, which makes users barely benefit from the notification feature. Some colleagues even blocked Jira notifications. Therefore, Xueqiu summarized all existing notification types, took advantage of the APIs and bots of Feishu to enable smarter notification and more efficient information presentation, and added a leader-level notification mechanism to improve organization efficiency.

Colleagues' status can be checked usingFeishu, allowing for more agile communication and collaboration

Previously, Xueqiu used 「Beisen」 to manage daily 「leaves」. When an employee was on leave, his/her collaborator could not know his/her working status and became increasingly anxious about not being able to reach him/her. This often resulted in delayed business progress.

Xueqiu realized this problem and used 「飞书集成平台」 to integrate「Beisen」 with 「Feishu Calendar」. So now when an employee's leave request is approved in Beisen, his/her "leave" status will be automatically displayed on theIM, Profile, and Calendar page. This can quickly inform colleagues and relevant personnel of his/her working status, saving internal communication costs and improving organization efficiency.

Steps to integrate

• Custom Workplaces is a lightweight portal solution designed by Feishu for paid customers. Using templates, components, and editors, organizations can flexibly and easily define their own personalized workplace, display their official image, and offer one-stop work navigation. Click 一文了解飞书定制工作台 to learn more details.
• By reading 【多维表格✖️ 飞书审批】 AnyCross集成方案 User Guide, you can easily integrate 「Bitable」 with 「Feishu Approval」 and implement functionalities such as 「Batch initiating Feishu approval requests using bitable」 or 「Automatically creating Bitable from Feishu approval messages」
• By reading 【多维表格✖️ 消息群组】 AnyCross集成方案 User Guide, you can implement the functionality of 「Automatically creating Bitable from Feishu Group Chat messages」 and further realize message handling, distribution, and notification through Bitable automation.

Customer information

Founded in 2010, Xueqiu is an online wealth management platform integrating investment, exchange, and trading in China. With 57 million users, Xueqiu has gathered insightful investors who are interested in equity investment and are highly willing to engage in trading equity assets.

Xueqiu has a complete trading system of all kinds of investment products, such as public funds, private funds, and stocks. Users can find investment opportunities through extensive exchanges and interactions on Xueqiu and quickly complete transactions there.

The unique brand values, user groups, and business models of Xueqiu have attracted investments worth hundreds of millions of dollars from many institutions, including Sequoia Capital.