Enhancing Products and Services to Meet Customers' Diversifying Asset Management Needs
First written in FY2017-Q2. 9 of 11 entries say "Advanced", first in FY2017. Latest entry: FY2026.
4 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「We worked to establish remote money advisers, through whom specialised personnel address customers' asset-building needs remotely, expand the functions of the Yamanashi Chugin app, and develop new marketing methods through the effective use of digital data accumulated to date.」
Efforts to address asset-building needs progressed through remote money advisers providing remote support by specialised personnel, expanded app functionality and the use of data. - FY2025AdvancedAnnual report
「To contribute to the realisation of a society focused on well-being, we worked to provide financial services tailored to customers' lifestyles. We actively provided information through seminars on asset building, inheritance and other topics, and provided consulting tailored to individual customers.」
Efforts to address asset building and asset management needs expanded to include financial services tailored to customers' lifestyles, seminars and consulting, including inheritance consultations. - FY2024AdvancedAnnual report
「We also had life-plan advisers with specialised asset management expertise work with branch offices to provide consulting using the new NISA system. In making proposals to customers, we ensure thorough customer-oriented business conduct in asset building and asset management based on the Basic Policy on Fiduciary Duty.」
Efforts to address asset management needs took concrete form through collaboration between life-plan advisers and branch offices, proposals using the new NISA and customer-oriented business conduct. - FY2023AdvancedAnnual report
「For individual customers, we proposed a broad range of asset management options by expanding products sold at branches and through bank-securities collaboration with Shizugin TM Securities.」
Efforts to address asset management needs took concrete form through expanded branch-sold products and proposals made through bank-securities collaboration with Shizugin TM Securities. - FY2022AdvancedAnnual report
「For customers' asset management needs, we proposed new asset management options through bank-securities collaboration. For protection needs, we worked to develop new products to meet customers' increasingly diverse needs.」
Efforts to address asset management needs expanded to proposals for new investment options through bank-securities collaboration and the development of new products in the protection business. - FY2021AdvancedAnnual report
「Based on the Basic Policy on Fiduciary Duty (Basic Policy on Customer-Oriented Business Conduct), we sought to improve customer convenience by providing consulting on asset management tailored to customers' life plans and inheritance consultations, enhancing the product lineup, and shortening processing times through paperless applications for financial products. We also supported customers' asset building through proposals for tsumitate NISA, iDeCo and other products.」
The initiatives were expanded to include asset management and inheritance consultations, paperless applications, and proposals for tsumitate NISA and iDeCo. - FY2020AdvancedAnnual report
「Based on the Basic Policy on Fiduciary Duty (Basic Policy on Customer-Oriented Business Conduct), we worked to provide consulting on asset management tailored to customers' life plans, inheritance consultations and other matters, as well as to enhance our product lineup. We also supported customers' asset building through proposals for tsumitate NISA, iDeCo and other products.」
In addition to asset management and inheritance consultations based on a customer-oriented policy, proposals for tsumitate NISA and iDeCo were made. - FY2018AdvancedAnnual report
「To achieve customer-oriented business conduct in asset building and asset management, we published the Basic Policy on Fiduciary Duty and worked to provide consulting based on the policy and enhance our product lineup. We also began offering tsumitate NISA, providing broad support for customers' asset building.」
The previous policy of enhancing products and services took concrete form through publication of the Basic Policy on Fiduciary Duty, the provision of consulting services and the launch of tsumitate NISA offerings. - FY2018-Q2RestatedAnnual report
「For deposits, we worked to enhance our products and services so that we could respond appropriately and promptly to our customers' increasingly diverse asset management needs.」
The initiative to enhance products and services for customers' increasingly diverse asset management needs has been reiterated. - FY2017Development of specific products and servicesAnnual report
「To meet customers' asset management needs, we worked to expand our product lineup, including investment trusts and various insurance products. To address asset-building needs, we also proposed reviewing household finances and introduced a new plan compatible with individual-type defined contribution pensions, known as iDeCo.」
Efforts to address asset management needs took concrete form through the lineup of investment trusts and insurance products, proposals to review household finances, and the introduction of an iDeCo-compatible plan. - FY2017-Q2First statedAnnual report
「For deposits, we worked to enhance our products and services so that we could respond appropriately and promptly to our customers' increasingly diverse asset management needs.」
Enhancing products and services was identified as a means of addressing customers' asset management needs.