Imagine a traditional tax and financial services company where employees no longer exhaust themselves with cold calls and door-to-door sales. Instead, they efficiently identify potential clients through precise data analysis, achieving exponential business growth. This isn't a fantasy—it's the real story of Anhui Ruicheng Enterprise Service Group, a company led by a former ByteDance technical operations manager born in 1993, who is reshaping the financial services industry with artificial intelligence.
Redefining Financial Services in a Competitive Market
Ruicheng Group specializes in integrated financial, tax, legal, and data services for businesses, offering comprehensive solutions including bookkeeping, financial outsourcing, tax risk control, construction qualifications, project applications, legal consulting, and equity design. In the increasingly competitive Hefei market, smaller financial service providers find themselves trapped in price wars, while client demands have evolved from simple cost accounting to cost optimization and refined management.
The company's young CEO recognized this market challenge early. He observed that traditional financial services were undergoing a fundamental shift from a seller's to a buyer's market. To break through industry bottlenecks, he identified artificial intelligence as the new growth engine—specifically adopting Tanji AI, which provides comprehensive business data and intelligent outreach solutions that align perfectly with Ruicheng's precision operations philosophy.
Building an AI-Driven Sales Machine
To maximize AI's potential, the company rebuilt its sales team from scratch, implementing a "process-driven talent" approach. Tanji AI serves as the sales infrastructure foundation, supporting standardized daily operations including 120 calls, 50 minutes of effective conversation time, and generating 3-5 potential clients weekly. A systematic training program ensures new hires can quickly become productive.
"Tanji AI isn't just a data platform—it provides complete business intelligence and smart outreach solutions that perfectly match our precision operations philosophy," emphasized the CEO.
New employees master the AI system within 1-2 training sessions. The platform identifies two high-value client types: stable new businesses under three years old (which typically have growing financial service needs) and companies listed as business anomalies for less than three months (which urgently require professional solutions). This targeting has significantly improved conversion rates.
Remarkable Results and Future Vision
The results speak for themselves: In one striking case, a new salesperson secured a contract within one hour—just 12 minutes of phone conversation after receiving an AI-generated lead. Within six months of implementation, Ruicheng reached 12,000 companies with a 47% precision rate. Most remarkably, customer acquisition costs dropped to under 1 yuan per lead—hundreds of times cheaper than offline methods—while maintaining exceptionally high client intent.
The company credits Tanji's responsive support team for ensuring smooth operations. By injecting internet-level efficiency into traditional financial services, Ruicheng has created a replicable growth model. Starting with bookkeeping as an entry point, their financial experts then develop deeper relationships in high-value areas like intellectual property, legal consulting, and project applications.
"The truly profitable high-value services emerge through subsequent in-depth development," the CEO noted.
Looking ahead, Ruicheng envisions an industry future powered by both AI-driven client acquisition and expert services. The team is exploring using AI to handle basic accounting and HR tasks, freeing human experts for higher-value consulting. While marketing still requires professional judgment and personalized service, the CEO believes embracing technological transformation is key to long-term success.
While competitors remain mired in price wars, Ruicheng has completed the transition from "traffic competition" to "value delivery" through AI-powered sales. The new growth engine for traditional financial services is rapidly taking shape at the intersection of algorithms and professional expertise—demonstrating how young, innovative companies can lead industry transformation through technology adoption and operational reinvention.