Becoming fully AI-driven and building a financial AI concierge
First written in FY2026. 4 of 5 entries say "Advanced", first in 2026-08-28. Latest entry: 2026-10-13.
134 other companies' latest entry also says "Advanced".
- 2026-08-28AdvancedM&A and Subsidiary Changes
「The parties will also examine the possibility of connecting the ID infrastructure and customer touchpoints of PAY ID, which has more than 19 million cumulative registered IDs, to create new customer touchpoints for the SBI Group’s financial services, and aim to realize a financial AI agent that optimizes proposals for financial products and services according to each customer’s needs using the connected data.」
A specific collaborative initiative was added for the financial AI agent: examining the possibility of linking PAY ID’s ID infrastructure and customer touchpoints. - FY2026First statedAnnual report
「To achieve sustainable growth, the Group has established three strategic goals for further increasing corporate value toward the fiscal year ending March 2029, its 30th anniversary. The first is to make the Group fully AI-driven under rapid top-down decision-making.」
First states full AI transformation of the Group as a strategic goal toward the fiscal year ending March 2029. For customers, the Group aims to build a financial AI concierge that recommends and executes wealth-building and financial actions based on users' financial knowledge and asset holdings.