KB Financial Group held a workshop for group executives and discussed the direction of its 2027-2029 mid- to long-term management strategy. It also reviewed execution tasks by affiliate, centred on five core agendas: wealth management (WM), small and midsize corporate sales, corporate and investment banking (CIB), insurance and AI.

KB Financial said on July 12 it held its "Group Executive Workshop for the Second Half of 2026" from July 10 to 11 at the 'KB Talentium' training centre in Sacheon, South Gyeongsang province.

About 270 group executives attended the workshop. KB Financial said it arranged the event to flesh out the group’s mid- to long-term growth strategy in response to rapidly changing financial markets and competition, and to strengthen future competitiveness based on collaboration among affiliates.

Discussions focused on the direction of the 2027-2029 group mid- to long-term management strategy that is currently being drawn up. Participants reviewed structural changes in the financial industry including capital market growth and money movement, the spread of AI technology, changes in the digital finance ecosystem and an expansion of productive finance.

KB Financial presented five core agendas for its group mid- to long-term management strategy: redesigning the WM and pension business model, securing competitiveness in the small and midsize corporate business, strengthening the group’s CIB and capital markets collaboration system, advancing insurance business and investment management capabilities, and establishing a group AI transformation roadmap.

In a special lecture, KB Financial Chairman Yang Jong-hee (양종희) said, "The reason a financial group exists, and its biggest competitiveness, is that it can present customers with comprehensive financial solutions." He said, "To respond to the era of AI transformation and money movement, it is most important that all affiliates move together with a customer-first approach."

He added, "Money movement is not a crisis but an opportunity to enhance the competitiveness of WM and asset management. Productive finance will be a turning point that expands KB’s CIB and small business roles." He said, "We need to review how we work and our processes again, and a full redesign based on AI is needed."