KB Securities Selected as Innovative Financial Service for AI-Based Customer-Centric Hyper-Personalization Service

KB Securities announced on the 20th that a total of seven services utilizing cloud-based generative artificial intelligence (AI) on its internal network, including 'WM Assistant,' 'AI Financial Coach,' 'AI Trading Coach,' 'Cabby AI (AWS/Microsoft),' and 'Work Productivity Enhancement Studio (AWS/Microsoft),' have been designated as innovative financial services by the Financial Services Commission.

Following the Financial Services Commission's roadmap for improving network separation regulations in the financial sector, KB Securities can now introduce services that utilize external generative AI models like GPT-4 through the cloud, linked with its internal network, thanks to this innovative financial service designation.

First, KB Securities plans to create an AI Financial Coach that provides analysis information based on various data such as domestic and international financial information, financial statements, news, and disclosure information, supporting investment decision-making based on customer data. Additionally, it will establish an AI Trading Coach service that offers customized investment strategy generation, tracks the performance of generated strategies, provides simulations, and links with a scheduled trading system. These services aim to support decision-making considering each customer's financial literacy, thereby creating social value in finance and delivering differentiated customer experiences.

In particular, the WM Assistant, recognized for its innovation and consumer convenience by providing customized financial consultation support services to employees based on analytical data, is a service that uses generative AI technology to offer optimal consultation advice during customer interactions. It is expected to bridge the information gap among financial consumers by providing prompt advice on various financial tasks and products and to offer real-time consultation support.

Furthermore, Cabby AI (AWS/Microsoft) provides a user-friendly interface for financially vulnerable groups such as beginners and the elderly, offering a 24-hour real-time financial assistant service. The 'Work Productivity Enhancement Studio (AWS/Microsoft)' improves employee work convenience based on internal work documents and knowledge analysis data. These services aim to create a reliable financial service environment unrestricted by time and place, significantly enhancing the benefits for all financial consumers.

A KB Securities official stated, “The designation of innovative financial services following the relaxation of network separation regulations marks a major turning point in financial innovation.” He added, “Through the implementation of the services designated as innovative financial services this time, we plan to create a customer-centric hyper-personalized financial environment and provide better investment experiences to financial consumers.” He continued, “KB Securities will continue to do its best to meet the demands of financial consumers while creating a safe and efficient investment environment.”

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