The modern social financial and insurance industry is booming, and financial and insurance-related companies are increasingly demanding efficient communication and training in different places. It is understood that due to the particularity of the financial and insurance industry and its obvious regional nature, there are widespread operation outlets of related companies, many open functions, large business volume, and high real-time requirements. In addition, due to the characteristics of the industry, the requirements for security and confidentiality are high, centralized management, clear division of labor and strict supervision. In order to better achieve self-reform and IT transformation, enterprises need to achieve efficient interaction and sharing of information, improve communication and collaboration efficiency, make efficient decisions, and reduce operating costs.