Development of a Comprehensive Asset Management Support Platform Based on Dumulmeori and GPT-4
On the 7th, Eugene Investment & Securities announced that it has completed the development of 'Eugene AI Analyst,' an asset management support platform based on ChatGPT, and will actively utilize it to strengthen its comprehensive asset management competitiveness.
'Eugene AI Analyst' is a comprehensive asset management support platform optimized for Eugene Investment & Securities' Private Bankers (PBs), developed based on Dumoolmeori's GPT-4-based AI service 'Bullio AI.' Eugene Investment & Securities started developing 'Eugene AI Analyst' in August in collaboration with Dumoolmeori and completed it last month.
'Eugene AI Analyst' features powerful capabilities that provide quantitative data analysis information of listed stocks from 120 countries worldwide in a conversational format linked with ChatGPT. The platform overcomes ChatGPT's limitations in providing accurate answers in specialized areas such as stock analysis by combining quantitative data and investment analysis AI directly verified by Dumoolmeori.
Eugene Investment & Securities will actively utilize 'Eugene AI Analyst' at customer touchpoints to enhance comprehensive asset management competitiveness and offer differentiated investment services to clients. When PBs use this platform during client consultations, they can enjoy various benefits such as ▲reduced time for data collection and analysis ▲expanded scope of stock and financial product analysis ▲real-time acquisition of AI-based investment insights. By adding AI technology to Eugene Investment & Securities' existing investment analysis capabilities, the company aims to achieve a qualitatively advanced level of client asset management.
To enhance PBs' expertise in AI and maximize the utilization of 'Eugene AI Analyst,' Eugene Investment & Securities held the 'Eugene AI Day' event on the 22nd of last month. At the event attended by about 40 on-site PBs, Dumoolmeori CEO Cheon Young-rok personally gave a lecture on the topic 'Changes in the Retail Investment Industry Triggered by AI.' The Dumoolmeori development team also conducted training on 'Practical Use of Investment Specialized GPT AI.' Additionally, Ahn Sang-hyun, branch manager of Eugene Investment & Securities WeWork Frontier branch who participated in the platform development, gained attention by presenting 'Actual Use Cases of Eugene AI Analyst.'
Going forward, Eugene Investment & Securities announced plans to regularly hold 'Eugene AI Day' to enhance PBs' AI expertise and operate a leaderboard focusing on high-utilization outstanding employees. Through the leaderboard, excellent use cases will be continuously discovered, and in collaboration with Dumoolmeori, the company will also proceed with the advancement of 'Eugene AI Analyst.'
Choi Hyun, Head of Channel Sales Division at Eugene Investment & Securities, stated, “Digitization in the field of comprehensive asset management is a core task for Eugene Investment & Securities to ensure sustainable future growth,” adding, “As part of this effort, we will actively utilize the newly launched ‘Eugene AI Analyst’ to provide high-quality comprehensive asset management services.”
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