IBK Investment & Securities Holds AI Asset Diagnosis Trial Event

Customized Investment Solution Service Based on Generative AI
Starbucks Gifticons Offered to Early Applicants

On January 9, IBK Investment & Securities announced that it is holding an event to give Starbucks gifticons to customers who try out its generative artificial intelligence (AI)-based "AI Asset Diagnosis Service."

This event is open to anyone who has not previously signed up for the "AI Asset Diagnosis Service," and benefits will be provided to the first 5,000 people who complete the application.

This service comprehensively analyzes users' financial investment assets and real estate assets, offering a full asset management solution that includes asset status diagnosis, customized investment solutions, and portfolio recommendations.

In the financial diagnosis section, the service visually displays the client's holdings, asset allocation, profitability ratios, and concentration levels, allowing users to intuitively grasp their current investment structure and risks.

Additionally, by using the "AI Prescription" feature, users can check customized asset allocation strategies that reflect their investment tendencies and current market conditions. Other features include AI-themed portfolios tailored to individual investment goals, such as "Building 100 Million Won," "Buying My Own Home," and "Preparing for Retirement."

In particular, the real estate diagnosis section provides a comprehensive overview of prices, actual transaction data, listings, and tax information for owned and interested properties. With features like customized property search and apartment complex comparison, users can easily access key information at a glance, while the generative AI also offers future value forecasts and investment insights.

An IBK Investment & Securities representative stated, "The AI Asset Diagnosis Service was developed to help clients easily and intuitively understand their financial and real estate assets through integrated analysis, enabling them to make rational investment decisions. We hope that through this event, more clients will have the opportunity to directly experience our AI-based asset management services."