KB Life Insurance and Korea FP Association Joint Seminar on Comprehensive Asset Analysis

KB Life Insurance announced on the 14th that it held a ‘Comprehensive Asset Analysis Joint Seminar’ on the 11th at the KB Kookmin Bank New Building in Yeouido, Seoul, targeting about 50 members of the Korea FP Association and KB Life Insurance executives and employees.

This seminar, themed ‘Comprehensive Asset Analysis and Digital Intelligence,’ was organized to broaden understanding of data-driven personal asset management and life cycle comprehensive asset analysis, and to explore the direction and challenges of personal financial planning. There was also a session sharing the process of deriving and verifying the algorithm of the ‘Personalized Comprehensive Asset Analysis Engine,’ a result of industry-academic cooperation research between KB Life Insurance and the Korea FP Association.

Before starting the Comprehensive Asset Analysis Joint Seminar held on the 11th at the KB Kookmin Bank New Building in Yeouido, Seoul, officials from KB Life Insurance and the Korea FP Association are taking a commemorative photo. From right to left: Bongkyu Jang, Professor of Industrial Management at POSTECH; Kyungwook Cha, President of the Korea FP Association; Taekyung Ha, Director of the Insurance Training Institute; Chulkyung Ahn, Director of the Insurance Research Institute; Jayoung Jung, Head of Future Innovation Division at KB Life Insurance; Seongil Lee, Head of PFMS Promotion Department at KB Life Insurance. Photo by KB Life Insurance

The seminar began with an opening address by Cha Kyung-wook, President of the Korea FP Association, and a congratulatory speech by Ha Tae-kyung, Director of the Insurance Training Institute. This was followed by a presentation by Jang Bong-gyu, Professor of Industrial Management Engineering at POSTECH, on the topic ‘Personal Asset Management in the MyData 2.0 Era.’ Next, Lee Sung-il, Deputy General Manager of KB Life Insurance, gave a presentation titled ‘Next-Generation Smart Comprehensive Asset Analysis Strategy Led by Digital.’ Afterward, a panel discussion took place.

Jung Ja-young, Head of the Future Innovation Division at KB Life Insurance, stated, “In the midst of rapid changes in demographic structure and economic environment, the importance of comprehensive asset analysis reflecting the financial and non-financial characteristics of individuals and households is increasing day by day. Going forward, KB Life Insurance will continue to provide hyper-personalized comprehensive asset analysis services in the digital era to enrich customers’ lives overall.”

Meanwhile, KB Life Insurance plans to start by integrating the ‘All-in-One Life Financial Analysis Engine,’ developed based on industry-academic cooperation research with the Korea FP Association, into the face-to-face consultation system for agents, and subsequently provide innovative hyper-personalized customized asset management services for customers to enjoy.

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