Expansion of one-stop services covering insurance, real estate and other areas
First written in FY2021. 5 of 12 entries say "Restated". Latest entry: 2026-08-14.
Ai Partners Financial moved to the "Worse" side of this theme in 2026, 8 years after the typical company in this theme (2018).
The whole theme swung hardest in 2021: 5 of 25 companies on the "Worse" side.
0 other companies' latest entry also says "Softened".
- 2026-08-14SoftenedEarnings
「To concentrate management resources on our core business, 株式会社ＡＩＰコンサルタンツ ceased handling new insurance solicitation at the end of March 2026 and closed its insurance agency business at the end of June 2026.」
Following the suspension of new solicitation, records completion of the closure of the insurance agency business, further reducing the insurance component of the one-stop service. - FY2026SoftenedAnnual report
「To concentrate the Group's management resources on its core financial instruments intermediary business, we decided to cease soliciting new contracts in the insurance agency business operated by AIPコンサルタンツ at the end of March 2026 and withdraw from that business.」
The scope of the previous policy of comprehensive consulting, including insurance agency services, was narrowed through the termination of new solicitation and withdrawal from the insurance agency business. Meanwhile, the policy of expanding matching offerings in real estate, inheritance and gifts, business succession and other areas continues. - FY2026-H1RestatedAnnual report
「In particular, we will continue discussions with 株式会社エフケイ, a major insurance agency and our comprehensive business partner, with a view to creating synergies between the two companies.」
The company continues discussions aimed at creating synergies, based on its comprehensive business partnership with 株式会社エフケイ, a major insurance agency. - FY2025RestatedAnnual report
「We intend to continue expanding our matching offerings as a one-stop channel for addressing customers' diverse needs.」
The company continues to pursue a policy of expanding its one-stop service lineup, including insurance, real estate, inheritance and gifts, and business succession. - FY2025-H1AdvancedAnnual report
「In particular, we have continued discussions with 株式会社エフケイ, a major insurance agency and our comprehensive business partner, with a view to creating synergies between the two companies.」
In connection with expanding one-stop services, the company has positioned 株式会社エフケイ, a major insurance agency, as a comprehensive business partner and is pursuing discussions aimed at creating synergies. - FY2024-Q1RestatedAnnual report
「Expansion of the lineup to provide one-stop advice as customers' lifelong partner」
The company continues to pursue a policy of expanding its service lineup to address customer needs relating to securities, insurance and other areas on a one-stop basis. - FY2023RestatedAnnual report
「As a group, we are working to expand our other financial services.」
The company continues to pursue a policy of expanding one-stop services through insurance, real estate, inheritance and gifts, business succession and other offerings. - FY2023-Q3AdvancedAnnual report
「In addition, to strengthen our response to asset succession needs, including inheritance, we began offering testamentary substitute trusts. We will continue working to provide comprehensive consulting on securities and insurance and to expand our lineup so that we can address other needs on a one-stop basis, enabling us to provide advice as customers' lifelong partner.」
In line with its policy of expanding its one-stop service lineup, the company began offering testamentary substitute trusts for asset succession needs, including inheritance. - FY2023-Q2RestatedAnnual report
「The company will continue working to put into practice comprehensive securities and insurance consulting and expand other services so that IFAs, as partners accompanying customers throughout their life cycles, can provide one-stop advice on securities, insurance and other customer needs.」
The company continues to pursue a one-stop service model through comprehensive consulting for securities and insurance and the expansion of other services. - FY2021First statedAnnual report
「As a group, we are working to expand our other financial services.」
The company has indicated a policy of expanding its matching offerings beyond insurance solicitation to include real estate, M&A, operating leases and corporate services.