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德勤中国创新服务 Deloitte China Innovation Services

关于德勤 1

About Deloitte

德勤创新生态服务 5

Deloitte Innovation Ecosystem Services

德勤创新解决方案展示 12

Deloitte Innovation Assets Showcase

联系我们 24

Contact us

目录 Contents

1

德勤中国创新服务 Deloitte China Innovation Servicest | 关于德勤 About Deloitte

关于德勤 About Deloitte

2


德勤全球网络Deloitte global network概览

作为专业服务领域的先驱者，德勤的创

始人们早在逾170年前便开始了从业实

践。时至今日，德勤成员所网络已遍及

全球，为客户提供包括审计及鉴证、管

理咨询、风险咨询、财务咨询、税务与

商务咨询和法律咨询等在内的全方位的专业服务。

目前，德勤拥有约286,000名专业人

士，遍及全球逾150个国家和地区——继

续在“四大”国际专业服务网络中保持

领先地位。

2018财年，德勤成员所全球总收入达到

432亿美元——全球总收入在“四大”

中连续三年位居全球第一。

OverviewMore than 170 years ago, our founders began pioneering the practice of professional services, and now Deloitte has developed into a globally connected network with a wide spectrum of services including audit & assurance, consulting, risk advisory, financial advisory, tax & business advisory and legal.

Employing approximately 286,000 professionals in 150+ countries and territories — maintaining our leading position among the "Big Four".

Our aggregate revenue was US$43.2 billion in FY18 - No.1 among the "Big Four" for 3 consecutive years.

美洲

Americas欧洲、中东和非洲

Europe/Middle East/Africa欧洲、中东和非洲

Asia Pacific

超过125,000名员工 More than 125,000 employees

收入：221亿美元

Revenue:$22.1 billion

超过99,500名员工 More than 99,500 employees



超过61,500名员工

More than 61,500 employees



3


德勤亚太Deloitte Asia Pacific概览

2018年9月1日，德勤中国、日本、东南

亚、澳大利亚与新西兰五家成员所共建

德勤亚太，共同致力于成为毋庸置疑的

专业服务领袖。

未来三年，德勤亚太将投资超过3亿美

元，用于提升专业服务能力，更好地服

务本地区客户。这些举措将为德勤向客

户提供全球一体化、高质量的服务提供

坚实保障。

OverviewOn 1 September 2018, the formation of Deloitte Asia Pacific brought together member firms from Australia, China, Japan, New Zealand and Southeast Asia, cementing their joint commitment to achieving our regional aspiration of becoming the undisputed leader in professional services.

Deloitte Asia Pacific will involve investments of more than USD 300m over the next three years to help build out our capabilities to better serve clients. Through these regional investments, we will provide a more seamless client experience across geographical boundaries, helping to ensure consistent quality standards wherever our clients operate.

26个亚太区域内国家和地区

countries and regions across Asia Pacific

112个城市设有办公室

office locations

45,600专业服务人士

professionals

3 亿美元投资

million dollars of investment

4


德勤中国Deloitte China network服务范围

自1917年进入中国以来，德勤不断拓展

和强化专业服务。时至今日，我们的服

务网络已经覆盖中国主要城市，从而让

广大客户可以获得来自于近16,000 名专业人员的优质服务。为了全力协助您

实现发展愿景，我们将提供各类相关服

务，帮助您准确预测、合理管控、充分

利用市场机遇与挑战。

尽管我们在过去的一个世纪里经历了多

次重大转型，但每一次转型都不曾偏离

我们心中的“北极星”的指引——助您

成就不凡，从而也成就德勤之不凡。

Scope of servicesSince we started in China in 1917, our professional services practice has developed and grown dramatically. Now, you can find us on the ground in major cities across this marketplace and you can have access to the skills and experience of approximately 16,000 most talented and qualified professionals; and you are supported in the realization of your business vision by our scope of services - honed to help enterprises anticipate, manage and capitalize on marketplace opportunities and challenges.

While we have transformed dramatically over the past century, every transformation has been guided by our "North Star", which is to make an impact that matters by helping you make your impact in the world.

审计及鉴证

Audit & Assurance

公开上市服务、中国大陆财务报告、香港财务报告、审计咨询服务

Public offering services , Financial reporting in Chinese Mainland , Financial reporting in Hong Kong , Advisory in Audit (AiA)

管理咨询

Consulting

战略与运营咨询、人力资本咨询、信息技术咨询

Human capital , Strategy and operations , Technology

税务

Tax

企业税服务、间接税服务、雇主人力资源全球服务

Business tax services , Indirect tax , Global employer services

法律

Legal

企业与商事业务、合规与公司治理业务、争议解决与诉讼业务、法律管理咨询、私人客户业务

Corporate and commercial practice , Compliance and corporate governance practice , Dispute resolution and litigation practice , Legal management consulting , Private client practice

财务咨询 Financial Advisory

企业并购融资顾问服务、并购交易服务、估值与商

业模型服务、德勤法证会计、企业重组服务、基础

设施和资本项目财务顾问服务、区域经济咨询服务

Corporate finance advisory , M&A transaction services , Valuation & Modelling , Deloitte forensic , Restructuring services , Infrastructure and capital project advisory , Regional economic advisory

风险咨询

Risk Advisory

战略及声誉风险、合规风险、财务及金融风险、运营风险、网络风险

Strategic and reputational risk , Regulatory risk , Financial risk , Operational risk , Cyber risk

5


德勤创新生态服务 Deloitte Innovation Ecosystem Services

6

德勤中国创新服务 Deloitte China Innovation Services | 德勤创新生态服务 Deloitte Innovation Ecosystem Services

德勤服务优势Deloitte unique approaches

德勤中国创新部门

Innovation Department

审计与鉴证服务团队

Audit & Assurance

风险咨询服务团队

Risk Advisory

财务咨询服务团队

Financial Advisory

管理咨询服务团队

Consulting

税务与法律服务团队

Tax and Legal

7


01

02

03

04

05

德勤全球创新生态圈资源链接

Deloitte global innovation ecosystem resources

• 共享德勤全球资源，提供更广泛的商业机会，帮助企业拓展品牌影响力 Leverage Deloitte global recourses to help enterprises explore business opportunities and enhance brand impact

全方位多样化服务

Multi-function services

• 德勤提供的服务全方位覆盖企业需求，协调内部各个部门提供多样化服务 Collaborate with Deloitte internal functions and deliver diversified solutions to help enterprises grow

专业化高质量服务团队

Professional service team

• 德勤团队为企业调配最优质的人力资源，最大限度满足企业对服务团队的要求 Overall business support from experienced Deloitte professionals

政策发展动态分析

Insights on policy and trend

• 德勤行业专家针对政策发展的最新动态实时更新报告与指导意见 Share professional insight and advice regarding latest policies and trends

全程深度跟踪服务

Follow-up service

• 德勤专业服务贯穿企业发展的方方面面，为企业提供一站式深度服务 Provide one-stop service throughout enterprises’ full life-cycle

8


感知 Sensing

孵化 Engagement

转型 Transformation

德勤创新生态服务概览Deloitte Innovation Ecosystem Services

创新领先理念

Innovation Thought Leadership

深入了解前沿技术和行业

发展趋势，探索未来商业

创新合作机会

Discuss innovation hot topics at various events with KOLs, industry experts, executives, investors and advanced entrepreneurs

影响力活动

Impactful Events

举办各类创新影响力活

动，邀请意见领袖、行业

专家、企业高管、投资人

和创业精英等共同探讨创

新热点话题

Understand vanguard tech and industry development trends to seek future business opportunities

创新项目路演

Pitch Matching

定期为创业公司、大企业

和投资机构提供互动交流

的平台，发掘创新合作共

赢机会

Networking platform for startups, corporations and VCs/PEs to explore innovation collaboration opportunities

加速营项目

Acceleration Program

链接优质创新项目资源，

共同探索解决方案，加速

概念验证和MVP（最小化

可行产品）的试点开发

Source promising startups to address corporate pain-points and accelerate development of MVPs to the speed of startups

创新项目甄选

Scouting Services

为企业提供精准定制化创

新项目和技术搜索、匹配

和筛选

Identify shortlists of startups that align with corporations' investment goals, M&A requirements or innovation partnership objectives

开放式创新服务

Open-Innovation Consulting

为大企业提供开放式创新

的规划建议，辅助大企

业建立CVC（企业风险投

资）、创新研发中心、创

新实验室等

Advise corporations on open-innovation and support clients through CVC and innovation/R&D center

跨境合作

Cross-border Collaboration

与国际化创新服务机构合

作，为创业公司提供“引

进来”和“走出去”的跨

境创新服务

Work with foreign innovation service providers on startups, bringing-in and going-out

勤创空间实验室

Greenhouse Labs

勤创空间为客户提供一系

列定制化创新实验室，激

发商业创新与突破

Deloitte Greenhouse customizes and delivers innovation labs for our clients to inspire breakthroughs

政府创新项目

Government Innovation Projects

协助政府创新政策规划，

合作举办政府创新项目并

设计搭建公共创新平台

Help envision innovation policy, host innovation projects and build public innovation platforms

生态圈合作

Ecosystem Alliance

与各类生态圈合作伙伴联

合探索新兴商业模式，联

合开发创新赋能服务

Multi-party innovation service alliances across platform construction, sale and promotion with ecosystem partners

9


德勤创新一站式服务Deloitte Innovation One-stop Service

创新专题分享Innovation sharing session

德勤专业人士将定期开展针对创新创业企业的专题分享，提供全球最新的科技趋势和创新动态，帮助园区创新创业企业把握路径方向，明确发展目标。

Deloitte experts will share global technology trends and industry frontier insights to help tech companies identify future development path.

企业培训赋能Professional training workshop

德勤专业服务团队将提供涉及企业发展各个方面的知识与技能培训，助力创新创业企业的不断升级。

Deloitte service teams will provide overall training of profession knowledge and skills required for business operation.

Deloitte Greenhouse™（勤创空间）实验室Deloitte Greenhouse™ Lab

Greenhouse（勤创空间）为客户提供定制化创新实验室等服务，帮助企业激发创新潜能，寻找创新发展突破方向。

Greenhouse™ will help accelerate innovation transformation and enable long-run growth through innovative services such as customized lab experience.

市场推广服务Market promotion opportunity

德勤全球创新生态圈网络覆盖范围广泛，包括全球范围内的德勤机构、跨国公司、创新创业企业和政府机构。我们将为园区和创新创业企业提供全球商业资源的分享和对接，为市场的拓展提供助力。

By leveraging extensive innovation ecosystem network including Deloitte entities, MNCs, innovative tech companies and government institutions, Deloitte will help to match potential business opportunities.

创业导师计划Mentorship program

德勤将根据园区创新创业企业的发展方向匹配一对一导师负责人，实时跟进公司发展、项目的诉求与对接情况，提供相关指导。

Deloitte will match one-on-one mentor with tech company and provide professional advices regarding business growth.

勤创空间

Greenhouse™

企业培训赋能

Professional training workshop

市场推广服务

Market promotion opportunity

创业导师计划

Mentorship program

创新专题分享

Innovation sharing session

一站式服务One-stop service

10


德勤勤创空间Deloitte GreenhouseGreenhouse是德勤在世界各地建设的

拥有先进技术的创新空间，旨在帮助我

们的客户更好地解决复杂的问题。德勤

Greenhouse™包含了一系列经过验证的

方法和工具，包括行为学研究结果、数

据分析工具、高科技会议辅助设备以及

专业会议引导员，让参与者走出他/她每

天的固定工作环境，在“勤创空间”环

境中突破思维惯性，激发创造力，并生

成切实可行的解决方案。

Deloitte Greenhouses are cutting-edge physical spaces located around the world designed to help clients tackle their complex problems. They apply a tested set of principles that combine behavioral science, analytics, technology, and facilitation to break through traditional methods of problem-solving. By taking participants outside of their

everyday environments, Greenhouse sessions disrupt conventional thinking, spur creativity, bring about new perspectives, and lead to tangible solutions.

方法Approach

元素Elements

环境Environment

• 灵活多变场景设置 Immersive visuals

• 沉浸式视觉效果 Dynamic room configurations

• 全方位感官激活 Holistic sensory activation

• 新兴科技支持 Emerging technologies

环境

Environment

• 专业引导技术 Professional facilitation

• 设计思维 Design thinking

• 数据分析与敏锐洞察力 Analytics and insight

• 协同工具和技术支持 Collaboration tools and techniques

• 经验证的框架方法和知识产权 Tested frameworks and ip

元素

Elements

• 明确目标 Define the purpose

• 设计议题 Frame the issues

• 引入多维视角 Engage multiple perspectives

• 营造环境 Set the scene

• 成就体验 Make it an experience

方法

Approach

11


创新实验室

Innovation Lab

如何成为一个创新企业？你的想法可能日渐

陈旧。如何才能激发新的思维？

How do you become an innovative organization? Your ideas may be getting stale. How can you spark new thinking?

数字化实验室

Digital Lab

你该如何运用突破性技术？你如何确保运用

的新数字化解决方案是有价值的？

How do you practically use exponential technologies? How do you ensure you build new digital solutions that are used and valued?

分析实验室

Analytics Lab

你的数据如何能挖掘出新的商业机会呢？你

迷失在数据中，如何才能透过数据看本质？

How can your data help us find new opportunities? You’re drowning in data. How do you make it meaningful?

关系实验室

Relationship Lab

你的根基在于人。如何才能更好地保持于他

们的关系？

Your bottom line depends on people. How can you better relate and fuel their performance?

联盟实验室

Alignment Lab

你有一个伟大的目标，如何能将它实现呢？

You have a big, bold, vision. How will you make it a reality?

过渡实验室

Transition Lab

你想要在最前沿进行引导。你如何能达到？

如何发挥自己的潜力？

You want to lead from the front. How will you get there? How will you realize the potential?

战略实验室

Strategy Lab

如何从不同角度考虑战略？如何才能驾驭复

杂的局势. 你要如何获得成功？

How can you think about strategy differently? The world isn’t getting any simpler. How do you navigate the complexity. What will you do to win?

转型实验室

Transformation Lab

你需要变得更好，更快。如何才能实现成功

转型？

You need to be better, faster, leaner. How can you make change happen?

定制化实验室

Customized Lab

你遇到了一个棘手的问题。如何从我们这里

获得帮助？

You have a thorny problem to solve or a big opportunity to unlock. How can we help?

首席高管转型实验室

Executive Transition Lab

你已经进入了管理层，你要如何在新岗位上

保持成功？

You have made it to the top. Now what? How do you jump in and thrive in your new position?

12

德勤中国创新服务 Deloitte China Innovation Services | 德勤创新解决方案展示 Deloitte Innovation Assets Showcase

德勤创新解决方案展示 Deloitte Innovation Assets Showcase

13


创新解决方案名称

Innovation asset name

简介

Short description负责人

Asset owner

德勤高级财务分析平台

Advanced Finance Analytics Platform

德勤高级财务分析平台对当下数据获取、数据管理、以及数据分析和可视

化领域最前沿的技术进行了有机整合，帮助用户实现智能化、自动化、端

到端的财务分析流程。该平台的应用能够为用户带来财务分析效率、质量

和价值等多方面的巨大提升，通过财务分析展示全景、揭示风险、预测动

向，为客户在风险识别、业务洞察、以及战略决策等方面提供强有力的支

持，是企业财务部门进行数字化转型和升级的核心推动力。

Deloitte's Advanced Financial Analytics platform fully integrates cut-ting-edge technologies in data acquisition, data management, and data analysis and visualization to help users achieve highly intelligent, automated, and end-to-end financial analysis processes. The platform enables users to significantly improve the efficiency, quality and value of financial analysis, showing panoramic views through financial anal-ysis, revealing risks, predicting trends and providing strong support to customers in risk identification, business insight, and strategic deci-sion-making. It will be the core digital tool for the transformation and upgrading of enterprise finance departments.

金科 Collin Jin德勤全国审计及鉴证创新领导人

Deloitte China Audit & Assurance Innovation [email protected]

智能财务机器人

AI FinBot德勤网红产品财务机器人（“小勤人”）自2017年问世以来引发了业内高

度关注，第一代基于机器人流程自动化（RPA）技术的财务机器人已经在

国内各类企业大范围应用，最先替代人工进行高重复性、低复杂性的财务

工作。2018年中，德勤又进一步研发出基于机器人认知自动化（RCA）技

术的第二代智能财务机器人，能够借助高级光学字符识别、自然语言处理/生成、智能语音识别、智能语音转写、机器学习等技术在企业财务流程中

支持更加困难和复杂的业务场景. 升级版的智能财务机器人具备综合性的

听、说、读、写、思能力，能够执行前瞻性、预测性的分析与思考，并逐

步提高与人互动的智能特性，为企业流程优化、决策制定提供了强有力的

帮助。

Deloitte AI FinBot has been viral since its debut in 2017 and has aroused a high degree of interest. The first generation of financial robots based on robotic process automation (RPA) technology has been widely used in various types of enterprises in China, becoming the first alternative to highly repetitive and uncomplicated manual finance work. In 2018, Deloitte released an upgraded version of intelligent financial robots based on robotic cognitive automation (RCA) technology that can support more complex business scenarios with technologies such as natural language processing, voice recognition, intelligent speech gener-ation, intelligent speech recognition and machine learning. The upgrad-ed AI FinBot was equipped with multiple capabilities such as listening, speaking, reading, writing and thinking, supporting predictive and proac-tive analysis. By improving the interactive features, AI Finbot is available for driving enterprise process improvement and strategy making.



14




简介


Asset owner

反洗钱机器人

AML Robot德勤嵌入机器人于反洗钱流程以模仿反洗钱过程中的人类行为和判断。德

勤反洗钱机器人可以大批量自动执行重复和手动反洗钱任务，从而帮助

团队及客户自动化何标准化复杂的程序，提高生产率、质量、灵活性和劳

动效率。通过反洗钱机器人和认知技术，包括自动邮件回复、证件身份识

别、企业注册认证、关联检索、负面新闻搜索、合规审查、人脸识别、可

疑交易分析等功能，可以完成特设名单筛查，客户尽职调查数据收集和整

理，资料收集与核实，交易监控警报排查，以及可疑交易报告或可疑活动

报告的自动编报等流程。

Deloitte deploys "robots" to mimic human actions and judgment in the Anti-Money Laundering (AML) process. Deloitte AML Robot automates repetitive and manual AML tasks at a large volume to increase productivity, quality, flexibility and labor efficiency. Through cognitive analysis, Deloitte AML Robot can conduct automatic mail reply, identity recognition, company check, relationship search, negative news search, compliance check, facial recognition, suspicious transactions / activities analysis, which facilitates name screening, customer due diligence, information and identity verifi-cation, transaction alerts discounting, suspicious transactions / activities report auto-drafting.

张丰裕 Chris Cheung德勤中国财务咨询合伙人

Deloitte China Financial Advisory [email protected]

杨傲云

Ohwen Yong 德勤中国财务咨询合伙人


端脑智能引擎

Cerebrum“端脑智能引擎”是一款基于自然语言处理技术和神经网络模型的文本挖

掘引擎。通过对大量文档的训练和学习，现已具备语义分类、语义匹配、

内容检索、文本提取等多项技术能力，适用于文档分类、银行业务单据处

理、内部审计、合同审核等诸多场景。如在法律应用场景下，结合法律专

家的经验，注入法规业务规则和一定量的样本语料，通过机器学习训练和

规则定制，即可实现对合同文本的自动审核。

The intelligence engine “Cerebrum” is a text mining tool based on natural language processing technologies and neural network models. "Cerebrum" is capable of semantic analysis, text matching, information retrieval and text summarization through analyzing and learning from a large amount of documents. It is suitable for document classification, bank operational receipts analysis, internal audit, contract review and many other scenarios. For example, in legal service scenario, being armed with deep learning architectures and pre-defined legal criteria, as well as incorporating experience of legal experts with high-quality legal corpus, the contract review automation can be achieved.

何铮

He, Zheng德勤中国风险咨询合伙人

Deloitte China Risk Advisory [email protected]

15




简介


Asset owner

商业尽调感知

Commercial Due Diligence Sensing

商业尽调感知是一套由大数据平台驱动的机器学习解决方案。它侧重于为

客户提供一站式服务，通过具有市场洞察力的指标为企业提供更为专业高

效的洞见，是一个集搜索、分析及对全球相关信息进行可视化处理的平台。

Commercial Due Diligence Sensing is a machine learning powered big data platform focused on providing our clients with a single-stop-shop where it delivers key market insights via 'market mega trend landscape', 'competitive intelligence', 'industry deep-dive & trend analysis', 'target scanning', 'brand perception sentiment analysis' at clients' fingertips.

麦艾伦

Alan MacCharles德勤中国财务咨询合伙人


Connected Store

Connected Store旨在帮助零售商和消费品品牌创造互动互联的消费体验，

展现自身品牌影响力，并利用新兴数字科技（例如：预测分析、物联网、增

强/虚拟现实）为商店和消费者随时提供所需资讯。德勤凭借资深的行业经

验帮助企业重新考虑未来零售商店模式，发现、识别、解决消费者痛点，

通过数字化赋能提升商店整体运营效率。

Connected Store is designed to help retailers and consumer products brands create connected experiences that reflect their brand and take ad-vantage of the new digital technologies (e.g., predictive analytics, IoT, AR/VR) to enable stores and shoppers to be more informed than ever. Deloitte’s industry recognized experience helps companies rethink the store of the future to identify, recognize, and act on customers’ pain points and to digi-tally enable the store workforce for enhanced productivity.

黄文标 Allen Wong德勤中国管理咨询合伙人

Deloitte China Consulting [email protected]

D.Spot活动远程管理服务

D.Spot Remote Spot Check

D.Spot活动远程管理服务通过集成于移动端的应用程序，活动执行者采集

会议信息，直播会议过程，远程观察管理人员借助人脸识别等技术工具，

通过与前端用户的交互，完成活动远程管理工作。

User can gather meeting information, broadcast and remote manage personnel with facial recognition technology through mobile APP and Wechat mini program. Interact with front end users to implement re-mote management.

何铮

He, Zheng德勤中国风险咨询合伙人

Deloitte China Risk Advisory Partner [email protected]

16




简介


Asset owner

德勤AI卓越中心解决方案

Deloitte AI Center of Excellence Solution

德勤为企业提供智能卓越中心建设的解决方案，基于现有解决方案所包含

的方法论和产品，根据客户实际业务环境进行配置，交付给企业一整套

卓越中心的顶层设计、组织架构设计、管理和运营体系建设相关的方案、

能力、工具和模板。帮助客户提升AI技术应用后的风险控制水平、应对因

制度流程缺乏导致管理薄弱的挑战、强化运营水平确保与业务发展需求匹

配、加强能力建设以支撑持续运维等。

Deloitte provides our client with total solution for AI COE. Based on standard approach and production, configured in client's business environment, we delivered COE related scheme, policies, tools and templates about high-level strategic plan, organization design , opera-tion management and maintenance system. We create great value for clients by helping solve problems after introducing AI technologies into production, to enhance effective risk controls to address related risks, design appropriate polices to improve management, increase operation management level to match business development requirements, and establish enough COE capability to support continuous maintenance.

范里鸿

Leon Fan德勤中国鉴证合伙人

Deloitte China Assurance [email protected]

德勤智慧勤企通

Deloitte Business Digital Hub

德勤智慧勤企通，一款基于云技术的集成化、一站式数字解决方案，旨在

整合财务、报销、人力资源、供应链、税务及IT等全维度智能后台服务，

助力企业从繁琐的日常经营中解脱出来，集中精力关注核心业务，步步为

营，促进业绩增长。

BDH provides a spectrum of back office services to our clients, including finance and accounting, staff reimbursement, human resource manage-ment, supply chain management, tax compliance and IT support. BDH enables companies to build their core competency, improve business efficiency and increase competitiveness.

李晓晨 Lily Li德勤中国税务与法律合伙人

Deloitte China Tax & Legal [email protected]

17




简介


Asset owner

德勤企业银行增长引擎

Deloitte Corporate Banking Growth Engine

德勤企业银行增长引擎旨在通过涵盖各方面业务信息的大数据分析，为金融机构提

供卓越的大数据解决方案，帮助银行优化现有的客户管理，制定策略以实现客户潜

力最大化，并持续探索挖掘新商机。德勤增长引擎主要通过大数据分析工具提供以

下功能支持：客户分类与倾向性分析（对现有客户进行聚类分析并划分客户类型；

通过挖掘客户类型的突出因素，相似性和产品需求，对每个客户类型进行倾向性分

析）、构建销售策略（利用机器学习预测潜在收入并挖掘客户潜力；根据倾向分析

和收入预测构建销售策略）、客户管理（提供涵盖风险控制、财务分析、业务洞

察、股东关系、行为分析和银行收益分析六方面的企业概览；跟踪客户的历史购

买行为；根据客户分类和个人历史行为制定个性化销售策略；根据相似性，例如行

业，地区，注册资本等因素，列出潜在客户）。通过先进的大数据分析，德勤增长

引擎具有以下优势：通过大数据分析，银行可以在数据中挖掘客户类型并不断改进

分类方式，了解您的客户；大数据分析涵盖各方面商业因素，使银行能更好的管理

客户信息，全面了解客户需求，管理您的客户；通过客户分类与倾向分析，灵活制

定个性化销售策略以实现收入增长。

Deloitte Corporate Banking Growth Engine delivers outstanding big data solutions to financial institutions covering all aspects of business data. It helps banks optimize existing clients management, realize the largest customers potentials with strategies formulation, and explore new business opportunities through machine learning techniques. The Growth Engine mainly delivers below functions with big data analytical tools: Segmen-tation & Propensity Analysis (Apply clustering techniques for the existing clients and find segments; Conduct propensity analysis for each segments by uncovering the prominent factors, key similarities, and needs for each segments), Strategies Ideation (Predict poten-tial revenue by excavating clients potentials using machine learning techniques; Construct segmental sales strategies according to the propensity analysis and revenue prediction), Clients Management (Provide corporate overview covering six dimensions, including risk control, financial analysis, current state of business insights, shareholder relationship, behaviors analysis and banking returns analysis; Track clients’ historical purchasing behaviors in terms of product categories; Develop personalized sales strategies accord-ing to both segmental strategies and individual historical behaviors; List potential clients based on similarities (same industry, district, registered capital, competitor or partner etc.). With the advanced big data analytics, the Growth Engine brings the following advantages: With the advantage of advanced pattern recognition and machine learning, banks can find previously unrecognized patterns in data, continuously learn from those patterns, and execute actions and report on them. The entire system is thus able to grow smarter and improve over time, so that you can know your clients with cluster analysis; With the advantage of comprehensive considerations of different aspects to be included in big data analytics, such as customers risk level, timeline resources and external information, banks can achieve a thorough understanding of the business, key governing aspects, and formulate brilliant solutions, so that you can manage your clients by governing all business aspects; With the advantage of advanced engagement principles, such as predictive, proactive, and real-time interactions, as well as growth-driven recommendations, such as best sell products and potential clients investigation, banks can drive growth and deliver mass personalization at scale.

冼君行 Paul Sin德勤中国管理咨询合伙人


18




简介


Asset owner

德勤出口退税信息化解决方案

Deloitte Export VAT Refund Solution

德勤出口退税信息化解决方案 Insight EVR是提供自动化出口退税数据收

集、稽核、申报、年度清算、归档以及风险预警的一体化专项解决方案。

它旨在解决企业常见的财务数据和关务数据的稽核比对的难题，减少传统

流程中繁琐的手工操作，提升“业财税”协作能力，帮助企业保障合规，

提升效率，严控风险。

Deloitte Insight EVR is unique and totally integrated solution that pro-vides automated export tax refund data collection, mapping, reconcil-iation, annual review, supporting document archiving and risk alert. It aims to resolve the common difficulties in terms of the reconciliation of the financial data and Customs data, reduce the complex manual operations in traditional processes, improve the "business, finance and tax" collaboration ability so as to help companies to ensure compliance, improve efficiency, and strictly control risks.

叶建锋

Ye, Jian Feng德勤中国税务及法律合伙人 Deloitte China Tax and Legal [email protected]

德勤智慧债券

Deloitte Intelligent Bond

德勤智慧债券融合传统内评咨询项目成果与现代大数据和人工智能技术，

为金融机构提供以企业信用评级、实时预警和舆情监测为核心的信用债风

险管理服务，目前服务150余家机构，国内最大的银行、保险、券商和对

口监管机构均已采购。

Deloitte Intelligent Bond provides professional credit risk management services to financial institutions using an advanced method that inter-grades traditional internal rating consulting outcomes with big data and artificial intelligence technology. The core functions include enterprise credit rating, real-time warning and public opinion monitoring. It serves more than 150 institutions now, including the largest domestic banks, insurance, securities and related regulators.

俞宁子 Jerry Yu德勤中国风险咨询合伙人


德勤智能

机器人2.0Deloitte Intelligent Robot

德勤智能机器人是一款基于多项人工智能技术，包括机器人流程与认知自

动化、智能文本识别、自然语义识别、高级可视化等，模拟人类员工进行

作业、思考、分析与判断，帮助企业提升效率释放生产力的智能化机器人

解决方案。

Deloitte intelligent robot is a robotic solution basing on multiple cut-ting-edge technologies, such as R&CA, ICR, NLP, Advanced Visualization to stimulate the job execution, learning, analysis and judgement. It aims to help enterprises improve efficiency and unlock productivity.

范里鸿



叶建锋


19




简介


Asset owner

商业信息智能

平台

Diligence In-sights Platform

商业信息智能平台，运用创新科技优化传统的“了解你的客户”（KYC）和尽职调查模式。该平台可实现智能自动化信息收集，即时或持续简化个

人和利益相关者合规性的筛选、核查与监控事宜。通过DI平台，企业可以

更快速、经济高效地对客户和商业伙伴进行筛查，持续监控，以降低合规

风险并更为深入了解和洞察自身业务发展现状。

Diligence Insights (DI) Platform transforms the traditional Know-Your-Customer (KYC) and due diligence operation. This innova-tive solution serves as an automated intelligence gathering utility that streamlines the screening, verification and monitoring of individual and corporate stakeholders on an ad-hoc or continuous basis. This helps companies screen customers and business partners, perform ongoing monitoring, mitigate compliance risk and gain deeper insights into their business in a more efficient and cost-effective way.

伍毅 Tina Wu德勤中国财务咨询合伙人


章诗嘉

Jaimie Cheung 德勤中国财务咨询合伙人


绿色通道

FastPass绿色通道，集成自动图像识别、云处理等技术，具备自动读取、分析、存

储及处理文件信息等功能，可辅助文档核查类项目的交付，大大提升核查

效率。

Fast-pass is a private cloud platform with OCR and cloud technology to read & analyze documents, extract & record data, and store and process records, to support document review which can help greatly improve efficiency.

周梓滔 Total Chow德勤中国风险咨询合伙人


人力资源共享服务平台

Human Re-source Shared Service Plat-form (HRSSC)

人力资源共享服务平台通过系统内置的管理流程向客户介绍“共享服务”

概念和实现方法；为HRSSC概念的采用提供综合解决方案；节约成本（包

括时间和资金），同时提高人力资源安全体系实施的有效性和效率；拥有

领先的智能化、自动化技术和员工体验意识，助力人力资源架构转型和数

字化。

Introducing the “Shared Service” concept and achieving ways to custom-ers via the system built-in management process;Providing an integrated solution for HRSSC concept adoption;Saving the costs (including time and capital) while improving the effectiveness and efficiency of HRSSC implementation;Armed with the leading intelligent and automatic tech-nology and the awareness of employee experience, it should be a great help for human resource digitalization.

郑骅 Carol Zheng德勤中国管理咨询合伙人


王华

Salas Wang 德勤中国管理咨询合伙人


20




简介


Asset owner

智能选址服务

Location Intelligence Service

德勤智能选址服务基于位置服务大数据，通过聚客点、客流量、同业竞争

情况等维度对城市进行网格式分析，从而对潜在物业进行选址评分，主动

发现选址目标区域，辅助选址决策。

Based on location service big data, Deloitte location intelligence ser-vice utilizes grid analysis to score potential property's location through dimensions of point of interest, foot traffic, competitors, etc. This model supports decision making on location selection by enabling client to aim target location region initiatively.

朱磊 Jacky Zhu德勤中国风险咨询合伙人

Deloitte China Risk Advisory Partner [email protected]

模型家

Model Plus模型家是各类企业在内部预算，投资分析，业务转型，项目融资等都用得

上的决策辅助工具。模型家通过充分体现商业模式的内涵逻辑、重要的运

营细节，依托创新研发的量化平台，鉴别出对企业运营、发展有重要影响

的环节、因素，针对财务预测过程中面临的不确定性，洞察重要财务指标

的变化趋势以及商业运营的边界条件，同时通过模拟关键因素的现实变

动，有效探寻管理运营的优化方案，协助企业做各类运营，投资，搬迁，

转型等决策。

Model Plus is an analytics tool assisting enterprises in internal financial budgeting, investment analysis, business transformation, project financing, etc. With a innovation-driven quantitative panel, Model Plus depicts comprehensively the inner logic of the business patterns and operation details, helping the company efficiently identify key processes and factors influencing its business operations and development. Model Plus is designed to capture the trends and patterns of the alterations in key financial ratios and boundaries as well as simulate financial improvement by adjusting key factors to help enterprises explore and identify optimized solutions for business operations and make decisions regarding operations, investments, relocation, transformations, etc.

王绚 Shirley Wang德勤中国财务咨询合伙人


智慧流程平台

Process Bionics德勤的智慧流程平台，通过可视化、数字化的流程印迹重现，跨领域跨系

统地实现数据神经链接，帮助企业梳理并分析挖掘流程中隐藏的问题，形

成优化提升的方案，在整个公司层面协同驱动，为企业实现管理提升和数

字化转型进一步赋能。

Process Bionics helps enterprises to figure out and analyze the hidden process bottleneck through visualization with digital footprints trace and cross-functional data connection across the whole process, providing optimization solutions to drive continuous improvement into enterpris-es’ management and digital transformation at a company-wide level.

范里鸿



21




简介


Asset owner

Smart Audit Platform

以“德勤之道”标准审计工作流驱动的服务，将审计工作整合地划分为多

层次有序衔接的流程环节，通过机器人自动化工具以及规范指引，实现

标准化；借助高效安全的线上项目管理协作工具和集中作业的全球交付中

心，实现集约化，通过整合智能文档审阅、智慧信贷分析等技术应用的综

合优势，塑造数字化的专业审计服务模式，从而打造高度智能化的一体“

智慧审计”服务体系。

Deloitte Way Workflow (“DWW”) is driving the audit work to be reshaped to multi-level and orderly connected procedures, taking advantages of the robot automation tools and standardized guidelines, to improve standardization. With secured cloud-based project management tools and centralized operations from the global delivery center, Deloitte audit work is highly intensified therefore highly effective. Through the adoption of Intelligent Document Review Platform, intelligent credit analysis and other AI technologies, Deloitte is building a digitalized pro-fessional audit service model, so as to create a highly intelligent integrat-ed "Smart Audit" service system.



人力资源效能分析平台

Talent Mirror

市场劳动力成本逐年上涨，从市场获取人才亦竞争激烈，如何利用有限人

力，提升效率，成为企业不得不面对的场景。人力资源效能分析平台是

在德勤累积多年行业数据库和分析模型基础上研发的在线组织效能诊断产

品，通过“人效管理大屏”从宏观和微观角度，诊断组织效能和人才结

构，洞察和对标外部市场和内部组织效率，让数字化的组织健康度及时反

馈到人力运营和管理决策之中，帮助企业解决运营效率低下、人工成本结

构不完善、人员结构不合理三大难题，持续监控和提升人效。

Labor costs are rising year by year, from the market to obtain talent is also fierce competition, how to use limited human resources, improve efficiency, become the scene that enterprises have to face.Talent Mirror Platform is an online organizational effectiveness diagnostic product developed on the basis of Deloitte‘s accumulated years of industry data-bases and analytical models. Diagnosing and monitoring organizational effectiveness and talent structure, insight and benchmarking of external markets and internal organizational efficiency from a macro and micro perspective through the “HR efficiency management big screen“. By re-al-time digital organizational health data to support human operations and management decisions, to help enterprises to solve the low oper-ating efficiency, unreasonable labor cost structure, personnel structure problems, continuous monitoring and promotion of human efficiency.

郑骅 Carol Zheng德勤中国管理咨询合伙人


22




简介


Asset owner

德勤中国 “智慧税务系列”

系统解决方案

Taxolution

德勤中国“智慧税务系列”系统解决方案是基于专业税务服务经验所总结

研发的用于支持企业税务运营、风险管控及进一步税务规划决策支持的一

体化智能管理系统。它可用于帮助企业解决所得税、增值税及其他各项税

种的计税申报、发票管理、风险预警及分析规划等工作。

Deloitte China's “Taxolution” is an integrated intelligent management system which developed based on professional tax service experiences. It caters for enterprise tax operation, risk control and tax planning, which can help enterprises in income tax, VAT and other taxes declaration, invoice management, risk alert and tax planning.

叶建锋


第四张报表

The 4th report第四张报表包含用户、产品、渠道和财务部分的分析内容：一是用户的规

模、变动趋势及行为；二是产品的数量和质量效应；三是渠道（含线上及线

下）的稳定性、安全性和效益，具有可衡量性、客观性、可追溯性和可比较

性的特点。它可以帮助解决目前财务报表的局限性与滞后性问题，在没有“

月光宝盒”的情况下也能把握和预知未来的企业发展趋势；帮助管理层更清

晰地看到数字资产的价值；通过结构化、标准化的方式来高效地分析数字资

产价值。第四张报表可应用于三个层级，在企业治理层评估战略转型，在企

业管理层分析运营绩效，以及在外部监管机构识别企业风险。

The primary report is measurable, objective, traceable and comparable. It consists of 3 analysis contents: user scale, tendency and behavior; product quantity and quality; channel (both online and offline) stability, security and effectiveness. It deals with the currently limited and lagging financial statement to capture and predict future trends without the “Pan-dora’s Box”, analyzes digital asset value in a structured and standardized way. The 4th Report can be applied in 3 levels to assess strategic trans-formation in governance level, to analyze operational achievement in management level and to identify enterprise risks for external supervisors

朱磊 Jacky Zhu德勤中国风险咨询合伙人


23




简介


Asset owner

作战指挥室

War Room当前经济环境下，企业盈利的压力和难度不断增加，高层都希望通过精细

化运营提升市场竞争力，降低企业的运营成本。企业绝大多数都已经上线

了各种业务系统，存储了大量管理和运营数据，面对这些大数据需要BI产品进行数据分析和决策支持。作战指挥室是德勤多年行业经验积累和分析

模型基础上研发的创新自助BI产品，是企业级大数据可视化交互系统，通

过数据可视化形式呈现隐藏在庞大数据背后的业务洞察，通过可交互的数

据可视化展示方式帮助企业发现和诊断业务问题，协助管理者制定战略决

策。产品目前专注在汽车和房地产行业，未来会向零售、能源等行业扩

展。

In the current economic environment, the pressure and the difficulty of corporate profitability continue to increase, and all the senior manage-ment hope to enhance market competitiveness and reduce operating costs through delicacy operations. Majorities of the enterprises have already launched various business systems and stored a large amount of management data and operational data. In the face of these big data, BI products are required for data analysis and decision support.War Room is an innovative self-service BI product developed on the basis of Deloitte's years of accumulated industry experience and analysis models, and it is an enterprise-level big data visualization interactive system. In addition, the form of data visualization can be used to pres-ent business insights hidden behind huge data, while interactive data visualization can show ways to help companies identify and diagnose business problems as well as help managers make strategic decisions.The products are currently focused on the automotive industry and real estate industry, moreover they will be extended to retail, energy and other industries in the future.

牟佳 Mu Jia德勤中国管理咨询合伙人


24

德勤中国创新服务 Deloitte China Innovation Services | 联系我们 Contact us

联系我们 Contact us

刘明华 Dora Liu德勤中国创新主管合伙人

Deloitte China Innovation [email protected]

冯晔 Steven Feng德勤中国创新部门暨勤创空间合伙人

Deloitte Innovation Department & Greenhouse [email protected]

游淑媛 Annie Yu德勤中国创新部门高级经理

Deloitte China Innovation Department Senior [email protected]

25

德勤中国创新服务 Deloitte China Innovation Services | 联系我们 Contact us

关于德勤中国创新部门 About Deloitte China Innovation Department

德勤中国创新部门于2011年正式成立，依托与德勤全球17个创新部门间的联动，以勤创空间为载体，采用SPEED SET创新加速模式，感知全球前沿科技，聚焦颠覆性技术的拓展与应用。通过连接内外资源与全球网络，与大企业、政府、高

校、孵化器及科技创新企业互联互通，打造合作共赢的创新生态系，为客户带来“高价值、高科技、高体验”的专业服

务，同时推动德勤在中国的创新发展。

Founded in 2011, Deloitte China Innovation Department is dedicated to providing the clients with "high-value, high-tech and high-touch" services and experience, and promoting Deloitte's innovation development in China by collaborating with 17 innovation departments of Deloitte Global network. By leveraging SPEED SET, a revolutionary acceleration model on Greenhouse platform, Deloitte China Innovation Department senses and engages global cutting-edge and disruptive innovation technologies, connects internal and external resources, facilitates innovation transformation and builds win-win innovation ecosystem by connecting enterprises, government institutions, universities, incubators and innovative technology companies.

如欲了解更多创新部门信息，

发送电子邮件至 [email protected]或浏览官方网站 https://www2.deloitte.com/cn/zh/pages/innovation/topics/innovation.html 也可扫描左边二维码进入官方网页

For more information, please send email to [email protected] go to the official websitehttps://www2.deloitte.com/cn/en/pages/innovation/topics/innovation.htmlor please scan the QR code below for the webpage

关于德勤

Deloitte（“德勤”）泛指一家或多家德勤有限公司，以及其全球成员所网络和它们

的关联机构。德勤有限公司（又称“德勤全球”）及其每一家成员所和它们的关联

机构均为具有独立法律地位的法律实体。德勤有限公司并不向客户提供服务。请参

阅 www.deloitte.com/cn/about了解更多信息。

德勤亚太有限公司（即一家担保有限公司）是德勤有限公司的成员所。德勤亚太有

限公司的成员及其关联机构在澳大利亚、文莱达鲁萨兰国、柬埔寨、东帝汶、密

克罗尼西亚联邦、关岛、印度尼西亚、日本、老挝、马来西亚、蒙古、缅甸、新西

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立法律实体提供专业服务。

德勤于1917年在上海设立办事处，德勤品牌由此进入中国。如今，德勤中国为中

国本地和在华的跨国及高增长企业客户提供全面的审计及鉴证、管理咨询、财务咨

询、风险咨询和税务服务。德勤中国持续致力为中国会计准则、税务制度及专业人

才培养作出重要贡献。敬请访问 www2.deloitte.com/cn/zh/social-media，通过我

们的社交媒体平台，了解德勤在中国市场成就不凡的更多信息。

本通信中所含内容乃一般性信息，任何德勤有限公司、其成员所或它们的关联机构

（统称为“德勤网络”）并不因此构成提供任何专业建议或服务。在作出任何可能

影响您的财务或业务的决策或采取任何相关行动前，您应咨询合资格的专业顾问。

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©2019。欲了解更多信息，请联系德勤中国。

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About DeloitteDeloitte refers to one or more of Deloitte Touche Tohmatsu Limited (“DTTL”), its global network of member firms, and their related entities. DTTL (also referred to as “Deloitte Global”) and each of its member firms and their affiliated entities are legally separate and independent entities. DTTL does not provide services to clients. Please see www.deloitte.com/about to learn more.

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The Deloitte brand entered the China market in 1917 with the opening of an office in Shanghai. Today, Deloitte China delivers a comprehensive range of audit & assurance, consulting, financial advisory, risk advisory and tax services to local, multinational and growth enterprise clients in China. Deloitte China has also made—and continues to make—substantial contributions to the development of China's accounting standards, taxation system and professional expertise. To learn more about how Deloitte makes an Impact that Matters in China, please connect with our social media platforms at www2.deloitte.com/cn/en/social-media.

This communication contains general information only, and none of Deloitte Touche Tohmatsu Limited, its member firms, or their related entities (collectively the “Deloitte Network”) is by means of this communication, rendering professional advice or services. Before making any decision or taking any action that may affect your finances or your business, you should consult a qualified professional adviser. No entity in the Deloitte Network shall be responsible for any loss whatsoever sustained by any person who relies on this communication. ©2019. For information, contact Deloitte China.RITM0293216 CoRe Creative Services

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