KB Securities announced on November 13 that the total assets managed through its digital wealth management (WM) service have surpassed 10 trillion won.
This figure represents approximately a threefold increase in digital WM assets in just three years, up from 3.4 trillion won at the end of 2022.
This achievement is attributed to the establishment of a dedicated digital marketing team, which expanded customer touchpoints through digital channels and focused on enhancing personalized services. In 2023, KB Securities created a dedicated team for non-face-to-face product marketing within its digital business group and has continued to advance AI-based investment analysis, product recommendation algorithms, and improvements to the mobile app user experience (UX).
In addition, KB Securities provides real-time market analysis and investment insights through its investment content brand "Oneul-ui Kok." Oneul-ui Kok delivers information across a variety of sectors, including stocks, bonds, real estate, and taxation, in a clear and accessible manner. It has received a strong response, with cumulative views surpassing 10 million.
Lee Honggu, CEO of KB Securities, stated, "We have consistently prepared to provide investment information and content tailored to customers' asset situations in a timely manner, under the principle that digital wealth management should be easy and approachable. Going forward, we will further advance the customer-centric wealth management experience through a wider range of services and innovations."
Improvements to the digital trading environment are also ongoing. KB Securities has simplified the entire process of subscribing to financial products, checking assets, and consulting within its mobile app to enhance user convenience. In particular, the company provides customized wealth management services at the level of face-to-face consultations through its online premium consulting service linked to the "Prime Private Banker (Prime PB)." Furthermore, it is expanding digital investment solutions such as robo-advisor (RA)-based automated investing and discretionary pension advisory services, while strengthening collaboration with fintech companies to broaden the digital wealth management ecosystem.
With the milestone of surpassing 10 trillion won in digital WM assets, KB Securities plans to develop its flagship mobile trading system (MTS), "M-able," into an "investment companion platform" that supports customers' asset growth and long-term investment journeys, beyond simply serving as a trading platform. Upon completion of the next-generation information system scheduled for February next year, the company will further enhance personalized curation services and real-time investment information delivery based on customer behavioral data.
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