DL Digital FO Empowers DL Securities to Upgrade AI Services

Customer satisfaction is DL's unremitting pursuit. With the rapid development of AI technology, how to effectively combine AI with finance to provide customers with more advanced services is a topic that DL has been exploring in recent years. After many trials and repeated iterations, we created the DL Digital Family Office.

DL Digital Family Office official website

Danielle (left), the virtual customer service representative and Andy (right), the real person’s avatar of DL Digital Family Office

While developing new users, DL also cares about the user experience of old customers and hopes to upgrade the service quality of existing customers through emerging technologies as soon as possible. This urgent mood has led to the in-depth cooperation between DL Digital Family Office and DL Securities. Established in 2011, DL Securities is committed to offering a comprehensive suite of financial services to high-net-worth individuals and corporate clients in Asia, including securities trading, financial advisory, investment research and professional investment advisory services. At present, DL Securities serves 700 enterprise clients and ultra-high-net-worth individuals and has taken part in numerous IPOs, financing, placements and other investment banking activities, which has earned it a good reputation and growth potential in the Hong Kong capital market. 

After the launch of the cooperation, DL Securities and DL Digital Family Office will complement each other's strengths and become the new development engine of the Group. In terms of services, existing customers of DL Securities will be able to enjoy the AI digital human service from DL Digital Family Office for free, effectively providing each securities customer with a dedicated digital family office that offers professional consulting at any time. Regarding products, the range of investable products available to existing customers of DL Securities will be expanded to include global financial products typically reserved for family office clients, significantly increasing the product portfolio. In terms of processes, DL Securities will utilize the digital technology of DL Digital Family Office to greatly simplify the account opening process and significantly reduce customer acquisition costs.

"With the empowerment of AI technology, we believe that customer loyalty, service capacity, and the number of clients at DL Securities will see significant improvements." Joseph Lang, CEO of DL Securities remarked: "As competition in traditional securities business becomes increasingly fierce, acquiring customers through cost reduction has become more challenging. DL Securities is taking the opposite approach by providing customers with top-tier products and services that have traditionally only been available to family offices, enabling everyone to have their own family office through artificial intelligence."

Joseph Lang, CEO of DL Securities

"DL Securities, as our brother-sister corporation, will benefit first." Wei Hao Kiow, the Vice Chairman of DL Digital Family Office stated: "Through relentless efforts, DL Digital Family Office has become the first family office in Hong Kong to develop a face-to-face AI digital human. Currently, DL Digital Family Office's AI technology is not focused on intelligent investment advisory but rather on intelligent customer service, which is the most time-consuming, labor-intensive, and costly aspect of the traditional financial industry. In the future, investors will find it very convenient to open accounts with DL Securities. Everyone will be able to enjoy family office-level investment products and utilize the AI technology by DL Digital Family Office. Additionally, those investing in fund products will receive commission rebates on fund sales, rewarding investors."

Wei Hao Kiow, the Vice Chairman of DL Digital Family Office

Andy Chen, Chairman of DL Holdings

DL Digital Family Office’s AI technology and digital human services hold a leading position in the industry. When combined with the current scale and service demands of the securities business, this will not only greatly enhance customer experience and service offerings with reduced communication costs and increased customer loyalty, but also provide securities clients with higher-end family office products, creating a distinctive investment bank with added value. In addition, DL Securities will share resources with DL Digital Family Office. By expanding the database, the AI performance of DL Digital Family Office will be further enhanced, which will showcase the Group’s ability to unify and integrate internally, improve service quality, reduce costs and expand presence, enabling a faster increase in both customer base and management scale.

Chairman Andy Chen emphasized: "DL Group is creating an eco-system among its Family Office, Securities business, Digital Family Office, Global Capital and Research Institute. Not only the business synergies, but also the geographical locations expanding from Hong Kong to Shanghai, Singapore, Silicon Valley and Tokyo are greatly enhancing the Group's global presence and one-stop investment service capabilities. Qualifying to SH/SZ-HK Stock Connect is just the beginning of DL era. As always, we strive to make first-class financial services accessible to all of our clients and maximise value for all of our shareholders."

(Photo copyright belongs to DL Holdings)

翻译自2024年10月5日文章《德林数字家办赋能德林证券  升级证券人工智能化服务》

免责声明

本文章仅供参考，投资者应仅依赖公司公告所载资料作出投资决定。

本平台所载的信息和材料，包括文本、图形、链接或其它项目来自第三方信息终端，仅供一般参考用。任何情况下，本平台所发布的信息均不构成投资建议。

未经本公众号授权，任何人不得擅自转载。

微信涉及的内容仅供参考，版权归德林控股及相关内容提供方所有，免责声明见德林控股官方网站：https://www.dl-holdings.com/