Hybrid service that combines online channel and PB consultation
【News Quest=Reporter Goo-Hyun Yoon】 Samsung Securities is launching the’online premium’ market by introducing an on-off hybrid service in the stock trading market, which is divided between online and offline.
This is because a large number of investors, who have recently increased due to ultra-low interest rates, have opted for online transactions due to restrictions on offline contact and fee benefits due to Corona 19, but still want to consult with securities company employees regarding investment and business.
In fact, as a result of a survey conducted by Samsung Securities for digital customers in January, 27.7% of digital customers ranked’employee counseling service’ as the most necessary service even in the non-face-to-face era.
Samsung Securities has prioritized 300,000 customers to provide one-stop counseling service in consideration of these counseling needs and asset size. This year, six FM teams (Financial Managers) were established and 108 PBs were deployed. .
The FM team’s PBs consist of veterans with an average of 12 years or more of experience, and are one-stop in various sectors ranging from simple business inquiries such as system inquiries to investment-related areas such as asset portfolio consulting, stock counseling, and stock ordering. I made it possible to provide counseling.
In fact, for about a month since last January, 3217 phone consultations were conducted daily through the FM team, and 33 cases per PB person were conducted. Appeared.
Seung-ho Lee, Vice President of Digital Channel Division, Samsung Securities said, “While the number of online investors has increased rapidly due to Corona 19, the services of securities companies are provided uniformly according to the past practice. Therefore, customized services categorized according to the needs and inclinations of these customers were not properly provided. He said, “We will do our best to create a new business model of online premium service by providing the optimal consulting service that meets the customer’s perspective that combines online and offline tendencies by combining the capabilities of professional PB and online system competitiveness.
For more information on online premium services, contact Samsung Securities (1577-4100).
![Samsung Securities FM team employee consulting with a customer. [사진=삼성증권 제공]](https://i0.wp.com/news.google.com/news/photo/202103/82117_59642_2432.jpg?w=560&ssl=1)
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