Shinhan Financial Investment Upgrades ‘Shinhan Alpha’ MTS

[Asia Economy Reporter Minji Lee] Shinhan Financial Investment announced on the 29th that it has completed an upgrade of ‘Shinhan Alpha,’ focusing on an MTS that any investor can use easily and conveniently.

This upgrade focused on improving the service from the user's perspective to make it intuitive and convenient to use. Menu names that were ambiguous from the investor's point of view were improved to intuitive names that can be recognized at a glance, the menu navigation paths were minimized, and the search function was enhanced to allow users to quickly and easily find and use the desired menu/service.

In addition, the complex business terms used by securities firms were replaced with everyday words. Convenient features include a large font mode enlarged by 120% compared to the default font considering age, an ‘Easy Mode’ order screen for stock investment beginners, ‘Alpha Cart,’ which combines stocks with shopping, and ‘Alpha Guide,’ which helps users with MTS usability and investment by providing basic concepts of stocks and financial products as well as the subscription process.

For customers using the ‘Shinhan Alpha’ MTS who wish to consult with a PB, a function was added for the first time in the industry to receive non-face-to-face investment consultation from a PB recommended by AI. The AI analyzes basic customer information such as gender, age, and address, as well as asset and transaction information, to recommend the most suitable PB among PBs at branches nationwide. Of course, customers can also choose a PB themselves and receive non-face-to-face consultation.

Furthermore, personalization was emphasized to provide content and screens tailored to each customer. Instead of market information for everyone, customized information and services such as reports, news, price information, and major notices related to the customer's holdings are provided based on the customer's transaction and asset data.

Jung Jeong-yong, Head of the Big Data Center, said, “We have provided various usage environments and improved stability and speed so that anyone can manage assets conveniently,” adding, “We will continue to strive to build a convenient environment for ‘Shinhan Alpha’ from the customer's perspective.”

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