Mirae Asset Securities announced on July 18 that it has newly introduced the 'WM Daily Brief' service to its 'AI Asset Management Assistant', a customer asset management support solution for private bankers (PBs).
This service provides PBs with concise and intuitive updates on key market issues that must be known every morning, customer asset status, and risk information. Through this, PBs can focus on core tasks that enhance customer asset value, instead of spending time on repetitive and time-consuming information searches.
Recently, the financial sector has been utilizing artificial intelligence (AI) not just for simple task automation, but to enhance employee expertise and customer service efficiency. AI refines and summarizes vast and complex data, thereby strengthening a collaborative system where employees can develop customized strategies for clients. For example, Singapore's DBS Bank has introduced the 'iAdvise' AI asset management support system, enabling PBs to quickly and accurately access information needed for client consultations.
Mirae Asset Securities has also continuously advanced its AI Asset Management Assistant, and in line with this, has launched the WM Daily Brief solution. The company explained that this provides a foundation for PBs to gain deeper insights into clients' asset status and to respond quickly and proactively at critical moments.
Yang Eunseok, Head of WealthTech at Mirae Asset Securities, said, "Through this service upgrade, PBs will be able to spend more time on client-centered consultations and strategy design, rather than on repetitive checking tasks," adding, "Based on our WealthTech philosophy that technology exists to enhance customer value, we will continue to develop practical, customer-focused technologies."
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