'2025 Second Half Group Executive Workshop' Held on July 11-12
Four Key Agendas Presented: Customers, Efficiency, AI, and Inclusion
▲Yang Jonghee, Chairman of KB Financial Group, is giving a lecture to the executives at the 2025 second half group executive workshop held on the 11th and 12th at the KB Insurance Intanium Training Center in Sacheon, Gyeongnam. Provided by KB Financial Group.
Yang Jonghee, Chairman of KB Financial Group, emphasized to all executives of the group's subsidiaries that "the era of AI is both a crisis and an opportunity," and stressed that "a customer-centric philosophy is essential to maintain a differentiated position in the AI era." This is interpreted as an intention to further strengthen the social role of finance and the provision of customer-centric financial services, in line with the new government's policy of inclusive finance, as demonstrated by KB Kookmin Bank, a major subsidiary of KB Financial Group, recently establishing an Inclusive Finance Department.
On July 11 and 12, KB Financial Group held the "2025 Second Half Group Executive Workshop" at the KB Insurance Intanium Training Center in Sacheon, Gyeongnam.
Under the theme of "Level-Up Strategies for the Group in the New Financial Environment," more than 270 executives from KB Financial Group's subsidiaries attended the workshop. They engaged in in-depth discussions on the group's sustainable growth strategies, focusing on four key agendas: customers, efficiency, AI, and inclusion.
During the customer session, external experts and internal executives shared their perspectives to explore customer strategies and business model transformation from the group level, rather than from the perspective of individual subsidiaries. The group also established a joint strategy for key customer segments, such as senior customers, who are emerging as a core customer base.
In the efficiency session, the group's CFO presented the management performance for the first half of the year and the plans for the second half, sharing growth strategies that take capital efficiency into account to establish a foundation for sustainable growth and further solidify leadership in the market.
In the AI session, the heads of the Financial AI 1 and 2 Centers presented the current status of AI agent development and practical application within the group, and discussed future implementation plans and change management strategies. Starting with PB agents and RM agents, KB Financial Group plans to gradually introduce AI agents not only in sales operations but also across all headquarters business and management areas. The goal is to establish an organizational culture in which all employees utilize AI as a practical work partner.
In the final session, the group shared execution strategies to strengthen inclusive finance at the group level. Executives from each subsidiary, including KB Kookmin Bank, which recently established an Inclusive Finance Department, shared the group's inclusive finance strategies and developed subsidiary-specific implementation plans.
In his special lecture, Chairman Yang Jonghee stated, "The era of AI transformation is both a crisis and a new opportunity for KB Financial Group to further enhance its added value." He emphasized that "to maintain differentiated value as financial experts in the AI era, a customer-centric philosophy and deep insight into the essence of finance are necessary."
He further stated, "It is our duty to enrich our customers, and we must strive to ensure that KB is always present in their lives to provide assistance." He called for structural changes in all areas, including customer-centric sales methods, customer management systems, and products and services.
A KB Financial Group representative stated, "With this workshop as a turning point, we will accelerate the structural innovation of our group business and the transition to AI," and added, "As a leading financial group, we will do our best to faithfully fulfill our social responsibilities and meet the expectations of the market and investors."
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