Shinyoung Securities Launches Integrated Asset Management Platform 'SmartReefit 2.0'

Shinyoung Securities announced on the 16th that it has launched the asset management platform 'Smart Refit 2.0,' enhancing safety and customer convenience.

In response to the rapidly changing environment, the company plans to pursue digital innovation, improve expertise and customer convenience, and provide customer-centric services.

Smart Refit 2.0, launched by Shinyoung Securities, offers services from a group of asset management experts such as private bankers (PBs). It identifies customer needs and analyzes asset status from multiple angles to propose customized investment strategies tailored to their preferences and goals. Key issues for each customer, consultation materials, and multi-angle analysis reports are automatically generated, helping customers make the right decisions at the right time through real-time notifications.

A paperless system has also been introduced. All work documents, including customer asset analysis, consultations, and portfolio reviews, have been converted to electronic documents, eliminating unnecessary processes and data entry during consultations and product transactions. Service use through the shopping cart trading function is also available. Asset rebalancing has become more convenient and safety has been strengthened.

Smart Refit 2.0 was developed with the participation of private bankers as well as branch office staff. It reflects improvements suggested by employees with extensive field experience and adds new ideas to enhance convenience.

Shinyoung Securities is accelerating digitalization by operating the mobile trading system (MTS) 'Green.' Introduced last year, Green emphasizes simple asset management. The screen and menu are designed with a focus on managing assets.

To listen to customer voices, Shinyoung Securities operates the 'Smart Channel Support Team' together with the online and offline digital platform operation organization, monitoring customer feedback in real time and making prompt improvements. The company aims to establish a swift and flexible organizational system to actively capture opportunities such as immediate customer issue resolution and new business development.

Kim Dae-il, Head of WM Division at Shinyoung Securities, said, "We will strive to organically connect all channels, online and offline, so that customers do not feel fatigued in asset management and succession and can enjoy their daily lives," adding, "We will further strengthen the trust built with our customers over time."

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