Cross-Selling Financial Products and Life-Planning Proposals
First written in FY2016. 6 of 8 entries say "Advanced", first in FY2019. Latest entry: FY2025.
4 other companies' latest entry also says "Advanced".
- FY2025AdvancedAnnual report
「On 2 December 2024, we began operating AEON Bank branches located in AEON Group stores nationwide together with AEON no Hoken Sodan stores, which offer insurance agency services. By providing a range of financial services through a one-stop service, we will further improve customer convenience.」
Integrated operation of bank branches and insurance agencies began on 2 December 2024, advancing the one-stop provision of financial products. - FY2024AdvancedAnnual report
「On 1 January 2024, we began providing services related to financial product intermediary activities based on a comprehensive business alliance between AEON Bank and Monex Securities, Inc.」
The cross-selling of financial products and life-planning proposals were put into practice through the launch of services such as investment trusts based on a comprehensive business alliance with Monex Securities. - FY2022AdvancedAnnual report
「By proposing and selling asset-building products such as health-enhancement insurance and investment trusts to customers who use payment services in their daily lives, we will maintain long-term relationships with them.」
Explicitly setting out cross-use initiatives that propose health-enhancement insurance, investment trusts and other products to payment-service users. - FY2020AdvancedAnnual report
「AEON Bank also promoted cross-use by proposing asset-building services such as investment trusts and foreign-currency deposits, thereby deepening AEON Card members' relationships with the bank.」
Proposing banking products such as investment trusts and foreign-currency deposits to card members, and implementing initiatives to promote cross-use of cards and banking products. - FY2020-Q4AdvancedAnnual report
「We are also promoting cross-use by proposing banking products such as asset-building services.」
In addition to encouraging continued use by card members, we are proposing banking products such as asset-building services and implementing initiatives to encourage use of multiple products. - FY2019AdvancedAnnual report
「In Hong Kong, Thailand and Malaysia, the company's locally listed entities issued new cards targeting middle- and high-income customers and worked to improve loyalty.」
Expanded the customer base and improved loyalty through new card issuance overseas. - FY2017RestatedAnnual report
「We will expand cross-selling of products and services offered by our company and partner merchants.」
Continue proposing financial products tailored to customer needs and expanding cross-selling across our company and partner merchants. - FY2016First statedAnnual report
「We will propose financial products suited to each customer's life plan and lifestyle and promote the cross-selling of loan products, investment trusts, insurance and other products.」
Proceed with proposals and sales of multiple financial products using customer information and transaction histories.