Woori Asset Management Rolls Out Company-wide Data and AI Platform "WISH"

Ask in Everyday Language... AI Analyzes

"Reducing Repetitive Tasks to Strengthen Core Competencies"

Woori Asset Management announced on October 2 that it has launched its company-wide data and AI platform, “WISH,” which brings all corporate data into a single location and features AI agents.

“WISH” stands for “Woori Investment & Strategy Hub,” and represents an intelligent hub that turns investment strategies and goals into reality. When users ask questions in everyday language, the AI analyzes both internal and external data to provide answers. The platform aims to strengthen core asset management capabilities by reducing the time spent on repetitive tasks such as report generation, market reviews, and compliance checks for investment advertising.

The company integrated over 20 external data sources—including those from the Financial Supervisory Service, Korea Exchange, fund rating agencies, and legal information providers—alongside its core internal systems for fund accounting, investment information, and portfolio management into a cloud-based single platform. Data previously scattered across systems—such as fund, accounting, performance, and risk data, as well as market, interest rate, disclosure, and legal data—can now be utilized in one place.

The crucial point of this implementation is not simply aggregating the data, but restructuring it so that AI can immediately read and interpret it. A total of 246 key indicators are unified under standard definitions and calculation methods. Since the calculation standards are embedded in the data, non-expert employees can obtain results based on identical criteria.

Employees can simply ask questions in natural language, for example, “Please analyze the performance of Fund A and extract insights in conjunction with the attached external market analysis.” The time required for inquiry and analysis—previously taking tens of minutes as users navigated multiple systems—has now been reduced to under three minutes. Monthly management key performance indicators (KPI) and department profit and loss reports, which used to take up to two or three days to prepare, are now available in real time through dashboards, along with AI-based analyses of time-series data.

AI agents have been applied to key functions in each business area such as stocks, bonds, alternative investments, and internal controls. The average time to draft a stock analysis report has dropped from six hours to eight minutes; daily bond market briefings now take five minutes instead of four hours, and reading overseas private equity documents has also been reduced from four hours to five minutes. The time saved is to be used for asset management’s core tasks, such as new product planning.

The platform is also expected to enhance investor protection. The AI, trained on 750 pages of relevant regulations and statutes, checks 54 review items, reducing the time required for investment advertising reviews from 30 minutes to two minutes.

However, the AI does not make final investment decisions or internal control judgments. Numerical calculations are handled by pre-verified code, while the AI is designed to present both the analysis and supporting rationale. All final results are reviewed and approved by managers, and the processing history is preserved in full.

Going forward, Woori Asset Management plans to further advance AI agents in each area and expand the platform’s application to integrated internal knowledge search and monitoring of regulatory changes. In the long term, the company also plans to provide a development environment and training programs so that each business department can directly create and use the AI agents they need in WISH.

Ho-yeon Dan, Head of the AX Strategy Team, commented, “WISH has transformed dispersed data from various systems into a core company asset accessible by all employees. By letting AI and systems handle repetitive data gathering and processing, employees can concentrate on decision-making and creating customer value, which we expect will enhance the essential competitiveness of our asset management firm.”

This content was produced with the assistance of AI translation services.