The 14th Five-Year Plan for the Development of the Digital Economy explicitly proposes to accelerate the digital transformation and upgrading of enterprises, and to promote the all-round, full-chain digital development of traditional enterprises. Robotic Process Automation (RPA) has the dual value of digital technology ontology and digital carrier, and has been widely applied in many industries in recent years due to its high effectiveness in landing and fast return on investment. Among them, the RPA exploration practice of some securities enterprises has high industry reference value, and RPA has revolutionized the service and operation mode of securities enterprises and opened up a new way of thinking for the digital development of enterprises. In recent years, the securities industry's investment in information technology has grown steadily, and statistics show that the cumulative investment in the past five years has exceeded 100 billion yuan. Nearly three-quarters of domestic TOP50 securities firms are using or trying to use RPA technology. The securities industry has massive business processes, repeated cross-system operations are the norm, and existing human resources are difficult to support the growing demand for business development. RPA technology has the advantages of replacing repetitive labor, realizing automated execution of business nodes, and seamlessly connecting the software and hardware ecosystems, etc., such as account opening credit inquiries, cumulative fund custodian valuation, investment fund reconciliation, and many other securities business scenarios, and has been deeply For example, it has been deeply used in many securities business scenarios, such as account opening credit inquiry, cumulative custody valuation, investment fund reconciliation, etc., realizing the double enhancement of business processing efficiency and operation compliance rate, and effectively improving customer service experience.