Improving Sales Efficiency Through Multifunction Terminals and Proprietary Systems
First written in FY2016. 11 of 21 entries say "Restated". Latest entry: 2026-07-03.
The whole theme swung hardest in 2018: 1 of 8 companies on the "Worse" side.
9 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「In addition, we began offering the smartphone app “今村証券ｉＰｏｒｔａｌ” and further strengthened our framework for supporting customers’ asset management.」
In addition to our existing proprietary systems, customer portal, electronic delivery and sales support, expanded the scope of use to asset management support through a smartphone app. - FY2025AdvancedAnnual report
「We launched a new customer portal, iPortal, which allows customers to view their holdings online. Customers can now check their holdings themselves anytime and anywhere. In addition, from January of this year, we began providing an electronic delivery service that allows customers to view transaction reports on their iPortal. We also began operating a new sales support system that can be used on each sales representative's computer or tablet to improve operational efficiency and provide more attentive support.」
Expanded the scope of our proprietary systems from conventional order-taking and account opening to holdings inquiries, electronic delivery of transaction reports and sales support. - FY2023AdvancedAnnual report
「In addition, we used our proprietary system to digitize documents submitted by customers when opening comprehensive accounts. Combined with the existing process of accepting photographed identity verification documents, eliminating the need to register a seal has made fully paperless account opening possible. This prevents omissions and other deficiencies in submitted documents before they occur, improving the efficiency of back-office operations such as account-opening reviews.」
Expanded the use of multifunctional devices and our proprietary system from order-taking and order placement in the field to fully paperless comprehensive account opening. - FY2022RestatedAnnual report
「We provide each sales representative with a multifunctional mobile device and smartphone to share sales materials and deliver investment information promptly. We are also promoting efficient and proactive sales activities using our proprietary system and data, and will enhance our competitiveness.」
We continue to pursue sales efficiency measures using multifunctional devices, smartphones, our proprietary system and data. - FY2021RestatedAnnual report
「We provide each sales representative with a multifunctional mobile device and smartphone to share sales materials and deliver investment information promptly, while using our proprietary system and data to conduct efficient, attentive sales activities.」
We continue to improve sales efficiency using multifunctional devices, smartphones, our proprietary system and data. - FY2020RestatedAnnual report
「We provide each sales representative with a multifunctional mobile device and smartphone to share sales materials and deliver investment information promptly, while using our proprietary system to conduct efficient, attentive sales activities.」
We continue to pursue sales efficiency measures using multifunctional devices, smartphones and our proprietary system. - FY2020-Q2AdvancedAnnual report
「In addition to improving operational efficiency through taking and placing orders at customers' premises using tablets (multifunctional mobile devices), we added sales support functions to enable proposals and support tailored to customer needs, thereby broadening the scope of tablet use.」
In addition to conventional order-taking and order placement at customers' premises, we added sales support functions and expanded the scope of tablet use. - FY2019RestatedAnnual report
「We continued to pursue cutting-edge initiatives in the industry, including embedding the use of our proprietary system, which allows us to take stock and mutual fund purchase orders at customers' premises and place them on the spot using tablets (multifunctional mobile devices).」
We continued to place orders immediately at customers' premises using tablets and our proprietary system, with mutual fund purchases added to stock orders as eligible transactions. - FY2019-Q3RestatedAnnual report
「We continued to pursue cutting-edge initiatives in the industry, including embedding the use of our proprietary system, which allows us to take stock and mutual fund purchase orders at customers' premises and place them on the spot using tablets (multifunctional mobile devices).」
We continued to place orders immediately at customers' premises using tablets and our proprietary system, with mutual fund purchases added to stock orders as eligible transactions. - FY2019-Q1Expanded the scope of eligible transactions to include mutual fund purchasesAnnual report
「We continued to pursue cutting-edge initiatives in the industry, including embedding the use of our proprietary system, which allows us to take stock and mutual fund purchase orders at customers' premises and place them on the spot using tablets (multifunctional mobile devices).」
In addition to conventional stock orders, we specified mutual fund purchases as transactions for which orders are taken and placed immediately at customers' premises, thereby expanding the scope of our proprietary system. - FY2018RestatedAnnual report
「We continued to pursue cutting-edge initiatives in the industry, including embedding the use of our proprietary system, which allows us to take stock orders at customers' premises and place them on the spot using tablets (multifunctional mobile devices).」
We continued to place orders immediately at customers' premises using tablets and our proprietary system. - FY2018-Q3RestatedAnnual report
「We continue to pursue cutting-edge initiatives in the industry, including embedding the use of our proprietary system, which allows us to take stock orders at customers' premises and place them on the spot using tablets (multifunctional mobile devices).」
We continue to use tablets and our proprietary system to place orders immediately at customers' premises and improve sales efficiency. - FY2018-Q2RestatedAnnual report
「The company promoted the use of an internally developed system that enables sales representatives to accept stock orders at customers’ premises and place the orders on the spot using a tablet (multifunction mobile device), allowing it to respond promptly to customer requests and improve operational efficiency.」
The company continues to place orders immediately at customers’ premises and improve operational efficiency using tablets and an internally developed system. - FY2018-Q1RestatedAnnual report
「The company promoted the use of an internally developed system that enables sales representatives to accept stock orders at customers’ premises and place the orders on the spot using a tablet (multifunction mobile device), allowing it to respond promptly to customer requests and improve operational efficiency.」
The company continues to place orders immediately at customers’ premises and improve operational efficiency using tablets and an internally developed system. - FY2017RestatedAnnual report
「Each sales representative will carry a multifunction mobile device and smartphone to share sales materials and provide investment information promptly, while using internally developed systems to conduct efficient, detailed sales activities.」
The company continues to improve sales efficiency using multifunction devices, smartphones and internally developed systems. - FY2016First statedAnnual report
「Each sales representative will carry a multifunction mobile device and smartphone to share sales materials and provide investment information promptly, while using internally developed systems to conduct efficient, detailed sales activities.」
Specific measures to acquire new customers and improve sales efficiency are described.