Customer-Oriented Business Conduct and Support for Asset Building
First written in FY2018. 5 of 6 entries say "Advanced", first in FY2019. Latest entry: FY2026.
16 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「For individual customers, we aimed to be life partners supporting each person in realizing the future they envision, working to provide and propose optimal products and services suited to their life plans.」
The company extended customer-focused business conduct to product proposals tailored to life plans, seminars by generation and theme, and financial and economic education. - FY2025AdvancedAnnual report
「We also worked to improve convenience through the use of digital technology, including by expanding functions that allow customers to open ordinary deposit and investment trust accounts.」
As a specific measure under customer-focused business conduct, the company expanded the app-based functionality for opening ordinary deposit and investment trust accounts. - FY2024AdvancedAnnual report
「We expanded the functionality of the Akigin App so customers could use some counter services without visiting a branch, and opened the Akigin Home-Building Consultation Plaza, equipped to provide comprehensive support for building a home beyond loans, among other initiatives to improve convenience through digital technology and enhance the value of face-to-face proposals.」
As measures aligned with customer-focused business conduct, the company expanded app-based services that do not require customers to visit a branch, as well as face-to-face consultations on homebuilding. - FY2020AdvancedAnnual report
「In fiscal 2019, we held 53 investment seminars and money management classes. We will continue to provide a broad range of knowledge and information necessary for making appropriate investment decisions.」
The company held 53 investment seminars and money management classes in fiscal 2019 based on customer-focused business conduct, continuing its support for asset building. - FY2019AdvancedAnnual report
「In fiscal 2018, we held 76 investment seminars and money management classes, providing a broad range of knowledge and information necessary for making appropriate investment decisions. As a result, the number of NISA accounts and their balances increased substantially.」
Based on customer-focused business conduct, the company held 76 investment seminars and money management classes and reported increases in the number and balances of NISA accounts. It also launched dementia insurance and civil trust consulting services. - FY2018First statedAnnual report
「In June 2017, we established the Policy for Customer-Focused Business Conduct (Fiduciary Duty Initiatives) to achieve better business conduct aimed at helping customers build assets. Based on this policy, we actively held investment seminars and money management classes, while promoting the acquisition of professional qualifications by bank employees, including financial planners.」
The company established a policy on customer-focused business conduct and, for the first time, indicated its intention to support asset building through investment seminars, money management classes and the acquisition of professional qualifications by bank employees.