IBK Investment Securities said on Thursday it will run an event offering Starbucks gift vouchers to customers who try its generative artificial intelligence-based AI Asset Diagnosis Service.
The service is a comprehensive asset management offering that analyses users’ financial investment assets and real estate assets together. It provides an assessment of asset status and suggests tailored investment solutions and portfolios.
The financial diagnosis first shows customers’ holdings and asset allocation, the share of profitability and whether positions are concentrated in a visual format. It is designed to help users intuitively understand their current investment structure and risks.
Using the AI prescription function, users can check a tailored asset allocation strategy that reflects their investment preferences and market conditions. It also includes AI theme portfolio features tailored to personal investment goals, such as building 100 million won, buying a home and preparing retirement funds.
In the real estate diagnosis, users can view market prices, actual transaction prices, listings and tax information for properties they own or are interested in. Users can also check key information at a glance through customised property search and apartment complex comparison functions, and generative AI provides future value forecasts and investment insights.
An IBK Investment Securities official said the AI Asset Diagnosis Service was designed to help customers easily and intuitively understand their assets and make rational investment decisions by integrating analysis of financial and real estate assets. The official said the company hopes more customers will directly experience AI-based asset management services.