Woori Bank is utilizing artificial intelligence (AI) to support private bankers (PB) in managing client relationships and wealth management consultations.
The bank announced on August 4 that it has implemented an AI-based customer management system called 'WM V.I.P. (Value Insight for PB)'.
WM V.I.P. analyzes clients' asset status, transaction history, and past investment experiences to automatically recommend which clients should be prioritized for management on a given day. It provides necessary information for consultations based on factors such as investment product maturities, asset fluctuations, and changes in the financial market.
In addition to listing customer information, the system also offers 'AI insights' that summarize analysis results and consultation directions.
The system includes features to respond to financial market volatility. It categorizes clients associated with major market indices or financial products and alerts bankers to contact clients who need immediate attention when market conditions change rapidly. This allows for quicker consultations with clients who may face increased investment risks or require portfolio reviews.
Woori Bank plans to expand the capabilities of WM V.I.P. by integrating it with its AI agent development project to enhance customer analysis and consultation and sales support functions.
Lee Hyun-ok, head of Woori Bank's WM Sales Strategy Division, stated, "This service applies AI transformation in the wealth management sector, and we will continuously enhance customer analysis and consultation support functions to improve our WM sales competitiveness."
* This article has been translated by AI.
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