Enhancing personalized service and after-sales support through customer databases and a CDP
First written in FY2022. 3 of 5 entries say "Advanced", first in FY2023. Latest entry: FY2026-H1.
The whole theme swung hardest in 2017: 2 of 9 companies on the "Worse" side.
0 other companies' latest entry also says "Softened".
- FY2026-H1SoftenedAnnual report
「Funding for construction of the Customer Data Platform (CDP) 199,800 132,474 67,326」
Funding for the CDP was reduced from the initial amount raised of ¥199.8 million to ¥132.474 million after the change, with the remaining ¥67.326 million reallocated to contract transfers. - FY2025AdvancedAnnual report
「During the fiscal year ending November 2025, as a preparatory step for these initiatives, we worked on organizing internal data. In April 2026, we plan to introduce hokan®, a new customer and contract management system. This will improve the efficiency of aggregating data into the CDP and establish a data platform for deeper customer understanding.」
During the fiscal year ending November 2025, the company organized internal data and set out concrete plans to introduce hokan® in April 2026, aggregate data into the CDP and transition to full-scale operations. - FY2024AdvancedAnnual report
「By linking these new systems with the Customer Data Platform (CDP), we expect to approach customers more efficiently and contribute to business growth. We will also strengthen customer touchpoints by analyzing existing customers through the CDP and enhancing the functions of マネドクLINE, a communication tool for existing customers.」
The company plans to integrate and enhance the customer database, sales and personnel management systems, CDP and マネドクLINE, advancing customer analysis and engagement. - FY2023AdvancedAnnual report
「To improve customer satisfaction and create resales opportunities for sales employees, we are developing a system to visualize data by using the big data we hold. This will enhance customer follow-up by enabling approaches at appropriate times and proposals of financial products suited to purchasing trends and anticipated needs.」
The company is continuing development of the CDP and progressing a plan to visualize customer data and enable product proposals at appropriate times. The equipment plan lists a total amount of ¥199.8 million, with completion scheduled for December 2024. - FY2022First statedAnnual report
「We plan to develop a customer marketing strategy and build a data platform and database of information to estimate the appropriate timing for such customer approaches and identify hypotheses regarding product selection.」
The company plans to build a data platform that analyzes customer attributes and purchasing preferences and estimates the timing of approaches and product selections for each customer.