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FP Partner (7388) · InitiativeRestated

Establishment of online financial planning consultations and remote-work systems

First written in FY2022-Q3. 2 of 4 entries say "Advanced", first in FY2022. Latest entry: FY2023.

4entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022-Q3AdvancedFY2022 – FY2023-Q12022: 120222023: 220232024: 12024
Same theme, other companies
Sales and Workstyle Reform through Telework and Integrated Physical and Digital SalesA theme 12 companies write about · 0 as a headwind · 12 as a tailwind

The whole theme swung hardest in 2025: 1 of 6 companies on the "Worse" side.

8 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2023RestatedAnnual report

    「We also offer “Online FP Consultation,” and are making progress in meeting customer demand for a more convenient way to experience insurance consultations.」

    Online FP Consultation has been reaffirmed as an ongoing service addressing customers’ demand for remote consultations.
  2. FY2023-Q1AdvancedAnnual report

    「Applications for Premier Online FP Consultation, offered to customers unable to visit a branch, remained firm at 599, up 25.3% from the fourth quarter of the fiscal year ended November 2022.」

    Applications for Premier Online FP Consultation increased 25.3% from the previous quarter to 599.
  3. FY2022AdvancedAnnual report

    「In addition, to meet the growing demand for remote consultations against the backdrop of the spread of COVID-19, we launched “Online FP Consultation” in May 2020. In the fiscal year ended November 2022, 5,647 cases, or 39.5%, of the 14,292 leads generated through our own channels were for “Online FP Consultation,” indicating progress in meeting customer demand for convenient access to insurance consultations.」

    The launch timing of Online FP Consultation and its usage rate of 39.5% of leads generated through our own channels are presented.
  4. FY2022-Q3First statedAnnual report

    「As our Online FP Consultation service and telework arrangements, which had been introduced previously, were well established, there was no impact on operations.」

    Online consultations and telework are described as specific means of continuing operations even during the spread of infection.
Moved together

"Recovery in the life insurance market and growth in new contracts" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222222★123456
  1. ★This thread
  2. 1Recovery in the life insurance market and growth in new contracts2×
  3. 2Recruitment of sales employees and expansion of branches and stores2×
  4. 3Acquisition of prospective insurance customers and expansion of corporate partnerships2×
  5. 4Steady business performance and recognition of profit2×
  6. 5Sales of savings-type and investment-type products to meet retirement funding and asset-building needs2×
  7. 6Expansion of Money Doctor Premier stores2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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Establishment of online financial planning consultations and remote-work systems | FP Partner Inc. (7388) | Komori