Supporting Mainland China enterprises going global · Cross-border payments · Digital tools guidance · AI customer service Book a Consultation
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Process

How to Start Working With Us

From first consultation to inbound/outbound payment go-live, your case is followed by a dedicated advisor. No forced contract.

01

Free Consultation

Contact us through the website form and share your business model, inbound/outbound currencies, target markets, and current operational challenges.

  • No mandatory paid items
  • Cantonese, Mandarin, and English supported
  • Usually replied within the next business day
02

Solution Proposal

Your advisor proposes suitable inbound collection, outbound payment, account-opening, e-commerce settlement, online store setup, and online payment services options with clear documents, timeline, and fee structure.

  • Case-based recommendations, not package selling
  • Fees explained upfront with no hidden charges
  • Written service summary for internal review
03

Document Review & Submission

Once engagement is confirmed, your advisor provides a checklist, reviews files with you, and submits through partner channels. Any supplement request is explained and tracked.

  • Account opening usually takes 2–5 business days
  • Outbound setup timeline depends on routes and docs
  • Dedicated support reduces repeated submissions
04

Activation & Ongoing Support

After activation, your advisor continues to support inbound and outbound operations, reconciliation, digital tool usage, and future market expansion.

  • Fixed contact person; no need to repeat background
  • Service adjusts as your business grows
  • Timely response for day-to-day queries
Book a Free Consultation No forced contract · Dedicated advisor
Digital Enablement Process

Digital Tools & AI Customer Service Rollout

For teams that need digital operations upgrades, we add a practical rollout track alongside payment setup.

01

Current-State Audit

Review your existing tools, customer service channels, and team handoff points to identify operational gaps.

02

Tool Stack & SOP Design

Select practical online tools, define permission roles, and build SOPs for ticketing, approvals, and reconciliation collaboration.

03

AI Customer Service Setup

Configure FAQ knowledge, multilingual first-response templates, and escalation logic from AI to human agents.

04

Training & KPI Iteration

Train teams by real scenarios and refine by metrics such as response time, resolution quality, and handoff efficiency.

Document Preparation

Common Required Documents

The following are common requirements for account opening and collections. Actual checklists vary by channel and company profile.

Basic Corporate Documents

  • Business Registration (BR)
  • Certificate of Incorporation (CI)
  • Annual Return or Incorporation Form
  • Articles of Association (for some channels)
  • Director and shareholder identification

Trade Background Documents

  • Recent sales or procurement contracts
  • Invoice samples
  • Buyer or supplier information
  • Shipping documents (if applicable)
  • Business profile and website (if available)

E-Commerce Supplementary

  • Store backend screenshots
  • Platform seller agreement or registration proof
  • Recent 3-month sales summary
  • Product category description

Outbound Payment Supplementary

  • Supplier and service-provider contracts
  • Payment purpose and payee information
  • Internal approval and authorization records
  • Supporting compliance documents by destination

Online Store & Payment Supplementary

  • Store platform preference (Shopify or independent DTC)
  • Catalog structure, language scope, and mobile requirements
  • Payment gateway target markets and currency requirements
  • Checkout and reconciliation mapping to order/trade workflows
Before Consultation

Information to Prepare Before Booking

Preparing these details helps us provide targeted recommendations faster.

ItemDescription
Company RegistrationHong Kong, Mainland China, or others
Main Business ModelB2B export, cross-border e-commerce, re-export, etc.
Collection CurrenciesUSD, EUR, HKD, etc.
Average Monthly VolumeApproximate range is sufficient
Buyer/Platform RegionsUS, Europe, Southeast Asia, etc.
Current ChallengesInbound collection, outbound payments, store setup, online payment, reconciliation, digital tools, etc.
Start Now

Ready to Get Started?

Submit the form to book a consultation. Our advisor will respond on business days.

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Next-business-day response Cantonese / Mandarin / English