Contactless Sales and Business Continuity Framework amid COVID-19
First written in FY2020. 6 of 7 entries say "Advanced", first in FY2021-Q1. Latest entry: FY2022-Q2.
20 other companies' latest entry also says "Advanced".
- FY2022-Q2AdvancedAnnual report
「This was the result of expanding the customer base through extensive telephone contact and referrals from existing customers of people interested in securities investment, together with the increased awareness of acquiring new customers arising from the use of business intelligence (BI) tools, which enabled sales representatives to visualize the current state of sales in real time.」
While refraining from unsolicited visits, the Company combined telephone contact, referrals from existing customers and visualization of sales conditions through BI tools, advancing customer acquisition to a fiscal-year progress rate of 73.5%. - FY2022-Q1AdvancedAnnual report
「This was the result of expanding the customer base through extensive telephone contact and referrals from existing customers of people interested in securities investment, together with the increased awareness of acquiring new customers arising from the use of business intelligence (BI) tools, which enabled sales representatives to visualize the current state of sales in real time.」
While refraining from unsolicited visits, the Company pursued efficient, non-contact customer acquisition measures combining telephone contact, referrals from existing customers and visualization of sales conditions through BI tools, achieving a cumulative first quarter progress rate of 36.5%. - FY2021AdvancedAnnual report
「The Company will continue to propose financial products suited to customer needs and provide support for asset management to help customers build their assets. In response to the spread of COVID-19, we will also promote sales activities suited to the new normal. In addition to thoroughly implementing measures to prevent the spread of COVID-19 and operating the business in preparation for further spread, we will explore ways to improve efficiency by using advanced BI tools, AI functions and other resources in sales support tools. We will also make greater use of telephone contact and work to arrange appointments that reduce travel time. While leveraging the strengths of face-to-face sales, we will improve our services so that we can continue to be close to customers as their asset-building adviser.」
As a response to the new normal, the Company is pursuing a combined sales and business continuity strategy involving BI and AI sales support, greater use of telephone contact, appointment-based visits and retention of the strengths of face-to-face sales. - FY2021-Q3AdvancedAnnual report
「The Company exceeded the cumulative third quarter target of 75% by expanding its customer base through extensive telephone contact and referrals from existing customers of people interested in securities investment.」
While refraining from unsolicited visits, the Company used telephone contact and referrals from existing customers to achieve a cumulative third quarter progress rate of 91.4% for new customer acquisition. - FY2021-Q2AdvancedAnnual report
「During the cumulative second quarter period, the Company was in a difficult situation in which its conventional sales activities were restricted, including refraining from acquiring new customers through unsolicited visits to unspecified individuals as a measure to prevent the spread of COVID-19. Nevertheless, the progress rate for the fiscal year was 58.7%, compared with 58.5% in the cumulative second quarter period of the previous fiscal year, and remained on track. The Company exceeded the cumulative second quarter target of 50% by expanding its customer base through extensive telephone contact and referrals from existing customers of people interested in securities investment.」
While refraining from unsolicited visits, the Company pursued non-face-to-face, efficient customer acquisition measures using telephone contact and referrals from existing customers, exceeding the 50% target with a cumulative quarterly progress rate of 58.7%. - FY2021-Q1AdvancedAnnual report
「Although the Company fell slightly short of the 25% target, it worked to expand its customer base efficiently by making extensive contact by telephone and having existing customers introduce people interested in securities investment.」
While refraining from unsolicited visits under COVID-19, the Company pursued efficient, non-face-to-face customer acquisition measures using telephone contact and referrals from existing customers. - FY2020First statedAnnual report
「We are working to establish a structure that enables business continuity by introducing a split-team system for headquarters operations and telework, and using videoconferencing systems and other measures.」
In response to the spread of COVID-19, the Company presented a new set of business continuity measures using contact reduction, a split-team system, telework and videoconferencing.