Securities
Frontline Topics
- Next-generation wealth management
- Capture the mass affluent class in the year of 100 life by utilizing digital technology.
- STOs (Security Token Offerings)
- Increase convenience and agility of digital securities trading on the blockchain platform, and develop new customer segments.
Issues
- Reforming operating models
- How to leverage digital technology to transform traditional operating cost structures in the face of declining profit margins due to deregulation.
- Escaping legacy
- How to improve CIA collateral and profitability by system reform, as well as improve the UX, as trading volume increases due to high volatility.
- Collaboration between banking, trust, and securities companies
- Under the relaxation of firewall regulations, how to improve service value by connecting customer data, channels, products, etc.
- Digital integration
- Challenge business model sophistication using digital data to achieve contactless, timely, and personalized service delivery.
- Meeting diversifying investment needs
- Create a market by capturing the trend toward diversification of investment behavior that aims at objectives other than profit, such as ESG investment and the creator economy.
Cases
- Strategy - Marketing -
- Developing a marketing strategy
We conducted from customer experience design, service design, service launch and promoting services to marketing strategies including collaboration with banks and securities firms in order to acquire a new customer base.
- Strategy - Digital Innovation -
- Designing a digital innovation strategy
In an attempt to foster a sense of urgency at the management level and lead the company to become a leader in domestic securities companies, we developed an innovation roadmap through a survey of the latest technologies and estimates of the impact on efficiency, etc .
- Digital - Marketing -
- Accelerating AI marketing execution
We promoted digital marketing of financial products using customer data, and provided one-stop services from planning, defining AI requirements and building models, to designing marketing measures based on customer forecasts.
- Digital - Smart Workstyle -
- Implementing new IT-enabled work environment
We drafted plans to improve office operations using digital technologies such as AI-OCR and RPA. and planed a user-based measures to create drastic cost reduction opportunities.
- Technology - IT Strategy -
- Developing a roadmap for IT infrastructure transformation
Because bloated IT infrastructure has becoming an issue for the client as their customer base expanded, we developed a strategy and ground design to establish a strong IT infrastructure that can respond to both "offensive" and "defensive" issues.
- Technology - Reconstruction -
- Re-implementing IT systems for trading operations
We re-implemented IT systems in the front-office areas of equity derivative trading operations to improve their operational efficiency and reduce the workload.
