News / Taiwan / economic_daily
Fubon Securities Wins Top Award for AI Innovation in Wealth Management
Finance · Investment Banks/Brokers · economic_daily · 2026-09-21
Fubon Securities has been awarded first place for 'Best AI Application' for its 'Fubon AI PRO' platform and commitment to personalized financial services.
What Happened
Industry Recognition: Fubon Securities has been awarded first place for "Best AI Application" at the Wealth Management Bank and Securities Evaluation hosted by Business Today. The award recognizes the firm's industry-leading integration of AI across investment information, research analysis, and trade execution to create a comprehensive smart investment experience.
Core Philosophy: Chairman Cheng Ming-chien emphasized that Fubon's AI strategy focuses on reducing information asymmetry and lowering investment barriers rather than simple functional optimization. The "Fubon AI PRO" platform, which combines generative AI with hyper-personalized services, has surpassed 500,000 downloads since its launch in late 2025, reflecting strong market adoption.
Operational Efficiency: Beyond client-facing tools, Fubon Securities has implemented AI-driven "Sales Assistants" and "Smart Customer Service" to support its staff. These tools assist employees with data synthesis and customer insights, allowing them to focus on providing high-value professional services, reinforcing the firm's belief that AI should augment rather than replace human expertise.
Governance Framework: Fubon Securities began its data science journey in 2020 and established an AI Governance Committee in 2026. This committee oversees a robust framework covering data governance, model management, and risk control, ensuring that the firm's AI innovations remain both secure and compliant with financial regulations.