The parent company, SinoPac Holdings, actively invests in artificial intelligence (AI) and the development of emerging technologies, data-integrated operations, the introduction of intelligent process automation, and the expansion of cloud-related deployment to help subsidiaries reduce manpower costs and maximize resource synergies. SinoPac Securities is also committed to financial innovation by applying innovative business models and financial technologies to promote sustainability-related initiatives and business activities. Through the continued development of digital finance, the Company seamlessly integrates physical and digital channels, making financial services simpler and more accessible.
Results of Smart Financial Innovation Strategies
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AI Technology
Applications
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- "SinoPac ibrAin": SinoPac Inv. Service used a multi-agent system to reduce the time required for collecting investment research data and enhance the depth of analysis and quality of reports. With the close integration of AI and financial expertise, it continuously empowers the innovative upgrading of financial services and investment decisions.
- "AI Personalized Portfolio Investment Daily Report": Based on customers' portfolio holdings, SinoPac Securities provides personalized investment suggestions to help transform complex market information into useful insights for customers.
- "SinoPac Chatbot-Smart Fun": SinoPac Securities has established a automated customer service platform, including AI-powered customer service and text-based customer support, to enhance service capacity and response efficiency. The platform also helps divert service requests that would otherwise require manual handling, allowing employees to focus on cases requiring greater complexity and professional judgment. This enables more efficient resource allocation and enhances overall customer satisfaction.
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Establishment of
emerging technology
application management
mechanisms and
governance organization
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- The parent company, SinoPac Holdings, is committed to promoting the use of artificial intelligence (AI) in the financial services sector and has established comprehensive AI governance policies and management mechanisms. Guided by the core principles of a risk-based approach and the responsible use of AI, SinoPac Holdings has referenced the six core principles of the FSC's “Guidelines for Artificial Intelligence (AI) Applications in the Financial Industry” to ensure the responsible use of AI technology. The Group has established a dedicated governance organization responsible for policy formulation, risk monitoring, and AI application development management.
- In accordance with the Group's policies, SinoPac Securities has established a dedicated management organization to promote AI governance mechanisms and employee AI literacy training. The Company regularly reviews AI project risks to ensure compliance and security.
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