Solutions

Scenario-led deployment built from the existing FDE.HK product system

This page organises the current FDE.HK product catalogue and typical deployment scenarios into a clearer buying path for financial institutions and cross-industry Hong Kong enterprises.

products.json driven
No fabricated endorsements
Existing product system
Mobile solution finder

Enter by scenario, convert through the existing product system

Choose a financial or enterprise scenario first. The page then maps the need back to FDE.HK products and diagnosis.

Buyer Journey

Choose the right next step before sharing sensitive information

FDE.HK separates request intake, paid diagnosis, and maturity assessment so enterprise buyers can move from interest to a controlled deployment route.

Commercial operating standard
Start with non-sensitive business context; sensitive files can wait until NDA and access rules are aligned.
Advisor follow-up focuses on product fit, risk boundary, budget range, timeline, and internal decision needs.
The next step is routed to demo, diagnosis, deployment proposal, or managed operations without unsupported claims.
Ready

Submit an enterprise AI request

Best when the team already knows the business scenario, target department, approximate timeline, and product interest.

Submit request
Diagnosis

Book a financial AI diagnosis

Best for executive alignment, budget logic, compliance boundaries, and a 90-day roadmap before implementation.

Book diagnosis
Assess

Run the AI maturity self-test

Best when the organisation is still comparing readiness, data maturity, workflow fit, and first deployment priorities.

Start self-test
What happens after the first action

A simple route helps procurement, business, compliance, and technology teams understand the next decision point.

Controlled path
01Submit context
02Confirm boundary
03Match product route
04Move to proposal
Enterprise Buying Confidence

Give financial buyers a clear reason to trust the next step

FDE.HK is designed for enterprise conversations where procurement, business, technology, and compliance teams all need to understand scope, risk boundaries, and handover before committing.

Professional and compliance boundary

FDE.HK provides AI deployment and workflow enablement. It does not present unauthorised client logos, licences, partner institutions, or media endorsements, and it does not replace licensed professional judgment.

Follow-up

1 business day intake rhythm

Requests are structured so an advisor can quickly qualify product fit, budget range, timeline, and internal decision needs.

NDA

Non-sensitive first, NDA-ready after fit

Buyers can start with business context. Sensitive files should wait until NDA, access rules, and data boundaries are confirmed.

Scope

Deployment scope before implementation

Diagnosis clarifies workflow owners, users, documents, integrations, acceptance criteria, and the 90-day route.

Handover

Deliverables written for acceptance

Plans, workflow maps, training notes, and acceptance checklists help internal teams move from interest to adoption.

What a serious buyer should prepare before the first meeting

This keeps the conversation commercial, auditable, and useful for internal approvals.

Buyer-ready
01Business workflow
02Target users
03Data boundary
04Budget range
05Decision owners
Operating Showcase

A live-operating website should show how FDE.HK works after the first click

This section turns the business into a visible operating model: request intake, diagnosis, product matching, delivery, acceptance, training, and managed operations. All examples are labelled as demo scenarios and do not imply named clients or endorsements.

Lane 01
AI diagnosis
Scope and risk boundary
Lane 02
Knowledge base
Documents, permissions, RAG
Lane 03
AI employee
Workflow, testing, training
FDE.HK deployment desk

Financial AI deployment console demo

Demo sample
No client data

A buyer can see how FDE.HK moves from non-sensitive intake to diagnosis, delivery planning, secure handover, and long-term operations.

Deployment lanes
AI diagnosisScope and risk boundary
Knowledge baseDocuments, permissions, RAG
AI employeeWorkflow, testing, training
Operating queue
Review enterprise request and product interest
Confirm data sensitivity and NDA needs
Map first 90-day deployment route
Prepare acceptance and training pack
Public demo boundary

The console is illustrative. Real projects should use NDA, access rules, approved data scope, and named accountable reviewers before sensitive material is exchanged.

What buyers can expect

FDE.HK should feel concrete: not a page of slogans, but a service route with tangible documents, controls, and operating assets.

AI deployment diagnosis report

Business context, workflow fit, risk notes, and recommended product route.

Data boundary matrix

What can be submitted, what requires NDA, who can access, and what must be reviewed.

90-day deployment roadmap

Pilot scope, implementation sequence, training, acceptance, and managed operations.

Acceptance checklist

Launch criteria, reviewer roles, test cases, handover assets, and operating rhythm.

Demo content is for product explanation only. FDE.HK does not display unauthorised client names, licences, partner institutions, media claims, or confidential project information.
Diagnosis

From enquiry to deployment decision

Qualify the buyer, identify first scenario, and avoid asking for sensitive files too early.

Delivery

From demo to accepted workflow

Turn product interest into permissions, knowledge sources, workflow tests, and team training.

Operations

From launch to managed improvement

Keep knowledge bases, AI employee prompts, usage metrics, and SOP updates current.

Product catalogue
50
Existing FDE.HK products
P0 products
13
Priority routes
Scenario library
10
Typical deployment scenes
Core Product Matrix

Start with the planned FDE.HK P0 products

The solution experience keeps the product system intact. Buyers can enter from a scenario, but conversion still maps back to the existing catalogue.

P0
FDE-FIN-001

FDE Financial AI Deployment Diagnosis

Assess workflows, scenarios, tool choices, and a 90-day deployment roadmap before adopting AI.

View product
P0
FDE-FIN-002

FDE Financial AI Employee

Deploy task-ready AI employees for research, compliance, service, meetings, sales, documents, and IR.

View product
P0
FDE-FIN-003

FDE Financial Knowledge Base

Turn reports, product materials, compliance files, SOPs, client Q&A, and historical documents into a permission-aware enterprise knowledge base.

View product
P0
FDE-FIN-004

FDE AI Research Assistant

Improve research summaries, issuer data prep, memo drafting, roadshow materials, and research data management.

View product
P0
FDE-FIN-005

FDE AI Compliance Assistant

Deploy AI support for compliance documents, internal policy Q&A, process checks, training Q&A, and risk prompts.

View product
P0
FDE-FIN-006

FDE KYC / AML AI Support System

Help financial teams organize KYC / AML documents, client data, risk labels, review workflows, and internal records.

View product
P0
FDE-FIN-007

FDE Family Office AI System

Deploy private knowledge bases, investment databases, meeting assistants, document management, and dedicated AI assistants for family offices.

View product
P0
FDE-FIN-011

FDE RWA AI Deployment Suite

Deploy AI project presentations, document review, investor Q&A, due diligence support, and compliance document assistance for RWA platforms and asset owners.

View product
P0
FDE-FIN-014

FDE Secure AI Gateway

Provide a secure deployment layer for AI permissions, model access, data protection, approvals, usage logs, and risk controls.

View product
P0
FDE-FIN-015

FDE Financial AI Managed Service

Long-term operations, model tuning, knowledge base updates, workflow changes, training, and monthly reporting for deployed AI systems.

View product
P0
FDE-FIN-016

FDE Financial AI Readiness Score

Self-assess AI deployment readiness for financial institutions, with scores, risk notes, and recommended next scenarios.

View product
P0
FDE-FIN-017

FDE Financial AI Governance & Policy Pack

Help financial institutions define employee AI rules, data boundaries, approval flows, model usage policies, and internal training materials.

View product
P0
FDE-CERT-001

FDE-Finance Financial AI Deployment Certification

Train specialists who can understand financial scenarios, deploy AI tools, build knowledge bases, design agent workflows, and deliver enterprise work.

View product
Typical Deployment Scenarios

Use scenarios to explain adoption, not to create new product lines

Before authorised customer cases exist, FDE.HK uses typical deployment scenarios without fabricating client names.

Hong Kong brokerages / research teams

Brokerage AI research assistant scenario

Pain

Reports, announcements, financials, and market data are scattered across teams and folders.

Objective

Build a searchable research knowledge base and AI summarisation workflow.

Existing modules
Report summariesIssuer data preparationMorning meeting draftsSource references
AI output is research support and not investment advice.
Fund managers / asset management teams

Fund AI workbench scenario

Pain

Research, portfolio monitoring, and investor communication materials are dispersed.

Objective

Create a fund knowledge base, portfolio reporting workflow, and investor Q&A support.

Existing modules
Project databaseMonthly report draftsInvestor FAQIC material support
Generated content requires review under the fund team's internal process.
Single and multi-family offices

Family office private knowledge base scenario

Pain

Investment projects, meeting notes, service records, and family documents need private control.

Objective

Deploy a permissioned private knowledge base, project database, and meeting assistant.

Existing modules
Private knowledge baseProject comparisonMeeting minutesPermission isolation
Sensitive materials should wait until NDA and access boundaries are confirmed.
RWA platforms / asset issuers

RWA investor Q&A scenario

Pain

Project materials are non-standard and investor Q&A plus due diligence preparation are costly.

Objective

Build an RWA project knowledge base, investor Q&A assistant, and due diligence data room.

Existing modules
Project knowledge baseInvestor Q&ADue diligence preparationWhitepaper summary
AI Q&A does not replace legal, compliance, or investment judgement.
Hong Kong listed companies / IR teams

Listed company IR AI assistant scenario

Pain

Announcements, annual reports, roadshow materials, and investor FAQ need repeated preparation.

Objective

Build an IR knowledge base, announcement summaries, and investor FAQ support.

Existing modules
Announcement summariesAnnual report Q&AInvestor FAQIR email drafts
Disclosure and investor communications require internal review.
Banks / brokerages / payment and digital asset businesses

KYC / AML document processing scenario

Pain

KYC collection, missing-item alerts, filing, and AML process Q&A consume significant time.

Objective

Deploy KYC document structuring, missing-item alerts, and AML workflow Q&A support.

Existing modules
KYC filingMissing-item alertsAML workflow Q&AApproval record preparation
Final client risk rating and approval remain with authorised personnel.
Retail brands / e-commerce teams

Retail and e-commerce AI service desk scenario

Pain

Product data, campaign rules, pre-sales guidance, after-sales policy, and member follow-up are scattered across systems and people.

Objective

Build a product knowledge base, pre-sales and after-sales Q&A, and WhatsApp / Website lead reception workflow.

Existing modules
Product knowledge basePre-sales Q&AAfter-sales policy supportMember follow-up suggestions
AI replies should follow brand service policies; refunds, after-sales, and complaints remain with authorised staff.
Education providers / enterprise learning teams

Education and training AI knowledge base scenario

Pain

Course content, training materials, learner Q&A, and assignment feedback require repeated organization and updates.

Objective

Deploy a course knowledge base, learner Q&A assistant, lesson-plan support, and learning follow-up workflow.

Existing modules
Course knowledge baseLearner Q&A assistantLesson-plan draftsLearning path suggestions
AI supports teaching and training workflows and does not replace teachers, mentors, or accountable owners.
Chain businesses / property / service teams

Operations SOP AI assistant scenario

Pain

SOP updates are not synchronized, and frontline employees repeatedly ask supervisors about exceptions.

Objective

Build an SOP knowledge base, frontline Q&A assistant, quality checklist, and training Q&A workflow.

Existing modules
SOP knowledge baseFrontline Q&A assistantQuality checklistTraining Q&A
AI supports workflows; safety, complaints, refunds, and exception approvals still require human review.
Manufacturing / trading / supply chain teams

Manufacturing and supply chain AI assistant scenario

Pain

SOPs, quality records, supplier data, quotation files, and maintenance knowledge are scattered and costly to process across languages.

Objective

Build SOP Q&A, supplier data, document templates, and quality issue review workflows.

Existing modules
SOP Q&ASupplier databaseQuotation document handlingMaintenance knowledge base
AI can assist with data organization and process Q&A; quality, engineering, safety, and procurement decisions remain with authorised personnel.
Conversion Path

From existing product fit to deployment diagnosis

The workflow follows the original FDE.HK conversion logic: trust, pain, method, product match, risk reduction, and low-friction action.

01

Identify scenario

Use the typical scenario library to explain the buyer's current problem.

02

Match product

Map the scenario back to existing FDE.HK products and product pages.

03

Submit request

Collect non-sensitive company, contact, product interest, budget, and timeline details.

04

Run diagnosis

Clarify workflow, data boundary, scope, acceptance criteria, and 90-day path.

05

Deploy and operate

Move into delivery, training, handover, and managed operations where relevant.

Select a product or submit the scenario

Keep the product system intact, then move into diagnosis

If the buyer is unsure which existing FDE.HK product fits, the safest next step is an AI deployment diagnosis.

Enterprise Procurement Route

Start with non-sensitive context, then move into an accepted AI deployment route

FDE.HK connects intake, diagnosis, solution design, delivery, and managed operations into one enterprise buying path for business, technology, compliance, and management teams.

Non-sensitive first
Sensitive materials wait until NDA, permission, and data boundaries are confirmed
Diagnose before build
Clarify scenarios, users, data, budget, and acceptance criteria first
Accepted delivery
Plans, workflows, training, operations, and acceptance checklists stay traceable