Building long-term customer relationships through comprehensive financial services
First written in FY2022-Q3. 5 of 8 entries say "Advanced", first in FY2022. Latest entry: FY2025-H1.
1 other company's latest entry also says "Restated".
- FY2025-H1RestatedAnnual report
「The company is developing Money Doctor Premier in major cities nationwide as a premium comprehensive financial service where customers can consult a financial planner free of charge about financial matters throughout their lives, from life planning to end-of-life financial planning.」
The company reconfirms its positioning as building lifelong customer relationships through a comprehensive FP consultation service covering matters from life planning through end-of-life planning. - FY2024AdvancedAnnual report
「In the fiscal year, 55.4% (*) of customers who made appointments and visited Money Doctor Premier locations did so for asset-building and retirement consultations.」
The proportion of customers making appointments and visiting Premier locations for asset-building and retirement consultations was 55.4%, up from 52.1% previously. - FY2023AdvancedAnnual report
「In the fiscal year, 52.1% (*) of customers who made appointments and visited Money Doctor Premier locations did so for asset-building and retirement consultations. The company will continue expanding its locations to address these customer needs across a wider area.」
The proportion of visiting customers seeking asset-building and retirement consultations was 52.1%, up from 51.8% previously. - FY2023-Q3AdvancedAnnual report
「In the cumulative third quarter, 51.8% (*) of customers who made appointments and visited Money Doctor Premier locations did so for asset-building and retirement consultations. The company will continue expanding its locations to address these customer needs across a wider area.」
The proportion of customers making appointments and visiting Premier locations for asset-building and retirement consultations was 51.8%, up from the previously reported 50.8%. - FY2023-Q2RestatedAnnual report
「In the cumulative second quarter, 50.8% of customers who made appointments and visited Money Doctor Premier locations did so for asset-building and retirement consultations. The company will continue expanding its locations to address these customer needs across a wider area.」
The company reconfirms that customers seeking asset-building and retirement consultations account for 50.8% of visitors and that it will continue its policy of expanding across a wider area. - FY2023-Q1AdvancedAnnual report
「By prominently offering comprehensive financial services at Money Doctor Premier locations, where customers can consult on any financial matter, the company has seen more consultations on savings and investments. In January and February 2023, 50.8% of customers who made appointments and visited Money Doctor Premier locations did so for asset-building and retirement consultations. Going forward, the company will develop locations centered on major cities to address these customer needs across a wider area.」
The company provides specific details on the use of its comprehensive services, with 50.8% of customers who made appointments and visited Premier locations seeking asset-building and retirement consultations. - FY2022AdvancedAnnual report
「At Premier locations, the prominent offering of comprehensive financial services, where customers can consult on any financial matter, has increased the proportion of customers seeking ongoing services through life-plan preparation from their initial visit. In particular, consultations on asset building and retirement have become more common, and Money Doctor Premier locations are therefore expected to build long-term relationships with more customers.」
The company explains that the proportion of customers seeking ongoing services has increased through its comprehensive services, supporting long-term relationship building centered on asset-building and retirement consultations. - FY2022-Q3First statedAnnual report
「At Premier locations, the prominent offering of comprehensive financial services, where customers can consult on any financial matter, has increased the proportion of customers seeking ongoing services through life-plan preparation from their initial visit. Accordingly, Money Doctor Premier locations are expected to build long-term relationships with more customers.」
The company describes comprehensive consultations and life-plan preparation as means of providing ongoing services and building long-term relationships.