Shinhan Financial Investment Builds Integrated Customer Management Platform 'Sync'

[Asia Economy Reporter Minji Lee] Shinhan Financial Investment announced on the 7th that it has established an integrated customer management platform called 'SINC (Simple, Intuitive, Neo CRM)' to respond to the rapidly changing financial environment.

Through 'SINC,' Shinhan Financial Investment can standardize sales management procedures, provide customized management by sales type, and maximize internal synergy. Therefore, it can enhance understanding of customers and offer differentiated financial solutions to both individual and corporate clients.

This platform integrates the previously separately operated customer management systems for individual and corporate clients into one. It enables multi-layered customer management between individuals and corporations through the same usage system. Additionally, the '360° View,' which implements all elements necessary for customer management on a single screen, has been applied to allow easy and convenient customer management.

For the first time in the industry, a knowledge-sharing system has also been introduced. It supports deal sourcing capabilities by providing information on companies, individuals, deals, and sharing experiences among employees. Furthermore, it is equipped with 'DeepSearch,' an AI-based financial data analysis solution, to comprehensively understand corporate debt ratios, loan statuses, and other information, facilitating customer discovery and customized sales activities.

The integrated customer management platform project of Shinhan Financial Investment reflects the necessity that innovation in data- and knowledge-based customer management must precede as part of the DT (Digital Transformation) and customer-first strategy strongly promoted at the Shinhan Financial Group level.

Choi Ji-hee, head of Shinhan Financial Investment's CRM Construction Cell, said, "Accurate understanding of customers is the company's competitiveness amid complex and diverse financial environments and accelerating digitalization of customers, and differentiated customer management based on this is necessary," adding, "Unusually, it was built in the form of an integrated customer management platform for retail and IB to enable a customer-centric business process transformation."

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