Shinhan Investment Corp. announced on May 2 that it has become the first in the securities industry to build and begin operating a 'Customer Behavior Data Platform' within its internal infrastructure since last month.


This platform collects and analyzes customer behavior data in real time when customers use Shinhan Investment Corp.'s mobile trading system (MTS), 'Shinhan SOL Securities.' Through internal data integration, the platform not only identifies customers' hidden needs, but also tracks customer usage stages, product interest levels, lead times by usage stage, and conversion rates.


Shinhan Investment Corp. plans to utilize this data to provide personalized product and service offerings for customers, improve customer convenience in UX, UI, and business processes, and deliver differentiated customer management services based on machine learning and artificial intelligence (AI) personalization. In addition, the company will provide more than 100 verified visualization reports to employees, accelerating the development of 'customer-centric' products and services.



Jung Yongwook, Head of Wealth Management at Shinhan Investment Corp., said, "This platform is a core infrastructure that enhances our understanding of customer behavior and enables customer-centric decision-making and personalized services," adding, "Going forward, we will further strengthen our digital competitiveness through sophisticated data-driven customer management and marketing."


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

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