Personal financial consultation service provided by Money Forward Okaneno Sodan
First written in FY2021-Q1. 3 of 6 entries say "Advanced", first in FY2021-Q2. Latest entry: FY2025-H1.
No other company in this theme has enough history to compare yet.
- FY2025-H1SoftenedAnnual report
「Following a review of the strategy in connection with the establishment of a joint venture with Mitsui Sumitomo Card Company, 90% of the shares in Next Solution held by the Company were transferred to Mitsui Sumitomo Card Company and Sony Life Insurance Company during the current interim consolidated accounting period, and Next Solution was excluded from the scope of consolidation.」
Following a review of the strategy in the Home domain, 90% of the shares in Next Solution were transferred, and the company was excluded from the scope of consolidation. - FY2022AdvancedAnnual report
「In addition, revenue from Next Solution, which was consolidated beginning in June 2022, also contributed to revenue growth.」
Following the commencement of consolidation of Next Solution, the business platform was expanded to strengthen the provision of financial planner consultation services and services in the insurance sector. - FY2022-Q1RestatedAnnual report
「The business performed well after we moved events online and strengthened the monetization of new services, including マネーフォワード お金の相談, which allows users to consult financial planners about their finances.」
Efforts to strengthen monetization of new services, including Money Forward Money Consultation, continue. - FY2021-Q3AdvancedAnnual report
「Although offline events continued to be restricted due to COVID-19, advertising and media sales remained strong as revenue increased from moving events online and from new services such as 『マネーフォワード お金の相談』, which allows users to consult financial planners and asset management advisers about household finances and asset building.」
For Money Forward Money Consultation, asset management advisers were also explicitly identified as consultation partners, and advertising and media revenue trended strongly due to revenue growth from new services. - FY2021-Q2AdvancedAnnual report
「Media and advertising revenue performed well. Although offline events were restricted by the impact of COVID-19, revenue increased from new services, including マネーフォワード お金の相談, which allows users to consult financial planners about household finances and asset building, and マネーフォワード 固定費の見直し, which allows users to switch fixed costs such as electricity charges, as well as from moving events and seminars online.」
Money Forward Money Consultation was described as contributing to revenue growth from new services, indicating progress in monetization. - FY2021-Q1First statedAnnual report
「The business performed well after we moved events online and strengthened the monetization of new services, including マネーフォワード お金の相談, which allows users to consult financial planners about their finances.」
A new personal service providing consultations with financial planners was explicitly identified for the first time as a target for strengthening monetization.