Samsung Securities Offers One-Stop Consultation Service for Online Trading Customers

Providing Hybrid Online and Offline Services

FM team staff consulting with a customer = Photo by Samsung Securities

[Asia Economy Reporter Ji-hwan Park] Samsung Securities announced on the 2nd that it will introduce a hybrid service combining online and offline in the stock trading market, which has been divided between online and offline.

According to a survey conducted by Samsung Securities in January targeting digital customers, 27.7% of digital customers identified "staff consultation service" as the most necessary service even in the non-face-to-face era. Although many investors who increased due to the recent ultra-low interest rates chose online trading because of restrictions on offline contact caused by COVID-19 and commission benefits, they still want to consult with securities company staff for investment and business matters.

Considering these consultation needs and asset size comprehensively, Samsung Securities prioritized selecting about 300,000 customers to provide one-stop consultation services. In particular, to support this service, six FM teams (Financial Manager) were newly established this year, and 108 PBs were assigned.

The PBs of the FM teams will provide one-stop consultation in various areas, ranging from simple inquiries such as system questions to investment-related fields such as asset portfolio consulting, stock consultation, and stock orders.

Lee Seung-ho, Vice President and Head of the Digital Channel Division, stated, "By combining the expertise of highly professional PBs and the competitiveness of online systems, we will do our best to create a new business model called online premium service by providing optimal consultation services tailored to customers with combined online and offline tendencies."

This content was produced with the assistance of AI translation services.