KB Securities said on the 27th that it has built the information next-generation system "The Platform" and begun full-scale operations, the first in the securities industry.
Until now, within securities firms, customer information, transaction histories, and marketing data were stored across multiple systems, taking considerable time to collect and organize them. Through the newly introduced next-generation system, KB Securities built an environment where data can be centrally managed in one place and analyzed immediately.
The biggest change is "real-time data analysis." When changes occur in a customer's transaction patterns or product interests, the system detects them immediately and can link them to the necessary services.
KB Securities will ramp up hyper-personalized customer services based on this real-time analysis. The newly built marketing platform "KB OnSight" is a system that identifies customers' behavioral changes and interests in real time and immediately provides each customer with the most suitable benefits or information.
It also built a "Single View" environment that allows various customer information to be checked on a single screen. It is now possible to comprehensively analyze customers' investment tendencies, usage patterns, and preferred products.
The data analysis process has also been automated. KB Securities said it built an MLOps environment that manages the entire process—building and deploying analysis models and monitoring performance—under a single framework, significantly reducing the workload of analysts.
KB Securities said it also focused on ensuring completeness and stability. It conducted long-term pilot operations under the same conditions as the production environment to check for possible errors in advance and went through step-by-step verification.
Kim Myeong-jun, head of the data platform division at KB Securities, said, "This system is the core infrastructure for data-driven business innovation," and added, "We will continue to strengthen customer-centric services by seamlessly connecting customer experiences across various channels."