H Investment & Securities is a company that offers a reliable solution to collect and manage customer’s assets.

H Investment & Securities, which puts customer trust as the top priority in addition to financial expertise, communicates with customers to provide customer-oriented financial solutions and provides various consulting services such as future finance, future business strategy, and risk management.

01 Background

In the time of low interest rates, many clients visit a brokerage firm for successful investment techniques, but they often rely on a broker without accurate investment guidelines.
Large amount of information, such as CMA information, profit and risk management, is consumed through consulting by a securities company, and even after investment decisions, it is dependent on the securities company for management such as operational stability and discovery of new high-yield investment destinations.

However, many stock investors had difficulties not being able to visit the brokerage company each time and of course not allowed to send personal information over e-mail or mail.
Therefore, we introduced a remote control solution that allows sharing data with the customers at a convenient time.

02 Usage

In the case of asset management services, there are various types of investment items such as stocks, futures options, beneficiary certificates, bonds/ELS, trusts, and discretionaries. Also, there are many difficult-to-understand technical terms that make it hard to explain to customers over the phone. In many cases, it is necessary to explain in a schematic table so that customers can easily understand and make investment decisions about which stocks are bullish or bearish, and what kind of risk management is required. In addition, it made harder when sharing it with customers via e-mail or mail was not allowed.

In response, H Investment & Securities installed RemoteView on the customer’s mobile phone and provided remote access to share the asset manager’s data on the screen and provide consulting services.

03 Results

In the past, due to the nature of financial institutions, a system for exporting internal data to the outside was not permitted for security reasons. Because all systems were blocked so that personal information and transaction information cannot be leaked, it was inconvenient for the customers when they could not obtain investment or profit information without directly visiting the securities company.

However, after introducing RemoteView, customers were able to view various information such as individual investment direction, risk management, and future investment prospects through screen sharing at any time, anywhere, showing satisfaction on the service.
From the company’s perspective, access through remote control and real-time monitoring of all consulting processes allowed them to eliminate the possibility of sensitive information leakage in advance and maintain security.