iM Bank Collaborates with Wells Guide on AI Personalized Asset Management

iM Bank has signed a business agreement with WellsGuide, an AI platform service provider for personal financial management, to offer AI-based customized asset management services.

According to iM Bank on the 21st, through the agreement held on the 19th at the Seoul iM Financial Center, both companies will actively develop customized financial services utilizing AI technology. iM Bank will further strengthen its technological capabilities in the asset management sector and enhance customer-tailored financial services. Through collaboration with WellsGuide, iM Bank is expected to expand the scope of its existing financial services and improve services aligned with customers' financial goals.

WellsGuide has developed PFAI, a generative AI solution based on MyData and actual financial data. This service analyzes customers' financial status and cash flow to provide customized asset management information. When a MyData operator pseudonymizes customer information and delivers it to WellsGuide, WellsGuide's PFM (Personal Financial Management) engine analyzes it and provides the results via API.

An iM Bank official stated, “To meet the diverse needs of customers, we are actively cooperating with various fintech companies, and the collaboration with WellsGuide is part of this effort to further strengthen customized services for customers.” He added, “Having started a new leap as a commercial bank, iM Bank will continue to innovate and transform into a platform-centered hybrid bank.”

Jinyoungsoo, Head of iM Bank Group (right in the photo), and Baehyeongi, CEO of Wells Guide, signed a business agreement on the 19th at the Seoul iM Financial Center and are taking a commemorative photo. Photo by iM Bank

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