Developing a Digital Service Environment Offering Anytime Access
First written in FY2021. 6 of 13 entries say "Advanced", first in FY2022-Q1. Latest entry: 2026-08-12.
5 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「The Group will use digital products, typified by its internally developed web service for life planning, 「マネパス」, to establish customer contact points and create an environment in which services are always accessible, thereby establishing a structure for providing optimal solutions at any time of the customer's choosing.」
The Group continues to pursue a policy of using digital products such as マネパス as customer contact points and to provide an always-accessible service environment as part of its online consultation-centered service offering. - 2026-05-14RestatedRevision to earnings forecasts
「In FY2027/03, we will continue to concentrate human and marketing resources on our core sales channel, the online sales organization, while strengthening recruitment and expanding our training structure, thereby reinforcing the earnings base of our consulting services and improving margins.」
Reconfirmed the policy of concentrating human and marketing resources on the online sales organization as the core sales channel. - FY2026-H1ReframedAnnual report
「Against this backdrop, the Group decided to concentrate management resources on providing services centered on online consultations, which led to the transfer in question.」
Following the transfer of the walk-in insurance shop business, the Group changed its focus toward concentrating management resources on providing services centered on digital and online consultations. - FY2025RestatedAnnual report
「The Group will use digital products, typified by its internally developed web service for life planning, 「マネパス」, and online meeting system, 「broadtalk」, to establish customer contact points and create an environment in which services are always accessible, thereby establishing a structure for providing optimal solutions at any time of the customer's choosing.」
The Group has reiterated its policy of using マネパス and broadtalk to create an environment in which customers can access services at any time of their choosing. - FY2023AdvancedAnnual report
「The Group will use digital products, typified by its internally developed web service for life planning, 「マネパス」, and online meeting system, 「broadtalk」, to establish customer contact points and create an environment in which services are always accessible, thereby establishing a structure for providing optimal solutions at any time of the customer's choosing.」
In addition to its policy of using digital products, the Group disclosed capital expenditures including ¥17.6 million for developing a system for call centers and ¥6 million for developing a video distribution system. - FY2023-Q2RestatedAnnual report
「At the same time, we have focused on improving consultants’ sales productivity and pursued efficient business operations, centered on the adoption of online consultations and more efficient consultant training.」
The Group continues to state its policy of using online consultations to maintain customer contact points and improve the efficiency of business operations. - FY2023-Q1RestatedAnnual report
「In response to these needs, the Group is working to provide financial services to as many customers as possible through online meeting tools, while giving due consideration to ensuring the safety of customers and employees and preventing the spread of infection.」
The Group continues to maintain and expand customer contact points using online meeting tools, but no new service releases have been described. - FY2022AdvancedAnnual report
「The Group's total capital expenditure was ¥12.498 million, mainly comprising ¥5.611 million for opening the Gotanda call center, ¥1.459 million for opening the Fukuoka call center, and ¥2.3 million for additional development of the inside-sales system 「broadtalk」.」
The Group carried out specific measures to develop digital customer contact points, including opening call centers and further developing 「broadtalk」. - FY2022-Q2RestatedAnnual report
「Specifically, we have established an online consultation framework using “Broadtalk,” an online consultation system planned and developed in-house, and are also working to improve the productivity of online consultations.」
The Group continues to use online meeting systems and improve productivity, but no explicit progress such as the release of a new service has been disclosed. - FY2022-Q1AdvancedAnnual report
「In addition, although we released 「マネパス for FP」 during the first quarter of the current fiscal year, we will place even greater emphasis on maintaining ongoing points of contact with customers through life planning.」
There was concrete progress in the existing digital service rollout through the release of 「マネパス for FP」. - FY2021First statedAnnual report
「By deploying the internally developed web service for life planning, 「マネパス」, and the online meeting system, 「Broadtalk」, as well as building a service portal site that includes these services, we will establish digital customer contact points and create an environment in which services are always accessible」
The Group aims to establish a structure that enables customers to access financial solutions at any time of their choosing.