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KB Lancaster Securities launches new AI platform to generate data insights for portfolio construction


As individuals seek advice for weathering the current volatile investing environment, KB Lancaster Securities has launched a leading-edge AI platform that generates the data and insights they need to better understand their client’s needs and enhance portfolio construction.

“Record levels of market uncertainty have made it critical for our wealth advisors to have a full, accurate view of our client’s assets and offer enhanced investment portfolios. During this volatile time, our clients still expect accurate, insightful advice when they require it, and our new AI platform prepares our wealth managers with a deeper, holistic view of their assets and projected investment opportunities,” says William Price who heads up the Corporate Asset Management department at KB Lancaster Securities.

The new AI platform uses advanced data analytics along with fully integrated workflows to automate and streamline processes, lower operational costs, and assist with enhanced investment portfolio creation.

AI-based techniques utilise machine learning principles to automatically learn from vast networks of data inputs that can be used to forecast asset price movement over a desired period of time.

“We serve clients across the globe who all have varying expectations when it comes to investing, by modernising with AI technology, we will be better able to address those differing needs, solidify those relationships and strengthen our investment portfolios.” adds Lee Tae-Ho, an Equity Investment Analyst at KB Lancaster Securities.

AI extracts important financial signals to provide advisors insight into their clients’ current and future financial needs. AI can be used to personalise investment recommendations based on social indicators signalling major life events, like childbirth or retirement.

By placing the client at the heart of every investment, powered by leading-edge AI-driven analytics, and delivered with improved personalisation, financial managers at KB Lancaster Securities can better understand and interpret the needs of their clients.

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