On December 5, KB Securities announced that its artificial intelligence (AI) video, released to commemorate surpassing 10 trillion won in digital wealth management (WM) assets, has garnered over 3 million views, attracting significant attention.
This video focuses on delivering the message that anyone can invest easily and intuitively, breaking the perception that wealth management is difficult, through an AI character that simultaneously represents the concepts of "10 trillion" and "easy." The video features the core functions of KB Securities' flagship mobile trading system (MTS), "KB M-able," such as "Today's Pick," "Prime Club," and "Robo-Investment Discretion," highlighting both the convenience and expertise of its wealth management services.
"Today's Pick" on KB M-able is an investment information service that provides real-time market analysis and investment insights, offering content across various fields including stocks, bonds, real estate, and taxation. This service surpassed a cumulative 10 million views this year, demonstrating strong customer interest.
The subscription-based premium wealth management service, "Prime Club," delivers in-depth content ranging from global macroeconomic issues to practical investment strategies both domestically and internationally. It has won the "Subscription-Type Investment Management" category at the "2025 National Service Awards" for five consecutive years.
The "Robo-Investment Discretion" service utilizes AI algorithms and big data technology to automatically manage retirement pensions according to each customer's investment profile. It provides a robo-advisor (RA)-based customized investment solution for customers who find product selection challenging, supporting easier asset management.
Based on these innovations in KB M-able, KB Securities' digital WM assets grew from 3.4 trillion won at the end of 2022 to over 10 trillion won in just three years, marking an approximately threefold increase.
KB Securities plans to continue advancing KB M-able, evolving it beyond a simple trading platform into an "asset growth platform" that supports customer asset growth as the number one financial platform of KB Financial Group.
Son Heejae, Head of the Digital Business Group at KB Securities, stated, "Digital wealth management services must evolve under the principle of being easy and approachable for customers," adding, "We will continue to build an investment ecosystem focused on customer asset growth, leveraging our technological capabilities and data analysis expertise."
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