Launch of the Fifth Medium-Term Management Plan, the “More TO YOU ING Plan”
First written in FY2017. 10 of 17 entries say "Restated". Latest entry: FY2026.
No other company in this theme has enough history to compare yet.
- FY2026AdvancedAnnual report
「The items, numerical targets and results under the Sixth Medium-Term Management Plan, “Customer Trust Is Everything,” are as follows.」
Against the targets for the end of March 2028, the company disclosed ROE of 12.9%, assets under custody of ¥1,574.0 billion, an equity investment trust balance of ¥401.8 billion, NISA account balances of ¥98.7 billion and a CX metric of 6.38, updating progress under the plan. - FY2025AdvancedAnnual report
「The items, numerical targets and results under the Sixth Medium-Term Management Plan, “Customer Trust Is Everything,” are as follows.」
Against the targets for the end of March 2028, the company disclosed ROE of 7.6%, assets under custody of ¥1,295.3 billion, an equity investment trust balance of ¥323.9 billion, NISA account balances of ¥70.4 billion and a CX metric of 6.28, providing specific details on the plan's progress. - FY2025-H1ReframedAnnual report
「Planning period: April 2020–March 2025 → October 2023–March 2026 → October 2024–March 2028」
The company revised the Sixth Medium-Term Management Plan again and extended the planning period from October 2024 through March 2028. It presented a new strategic framework and targets for ROE, assets under custody, the balance of equity investment trusts and NISA account balances, among others, and discontinued the former slogan. - FY2024-Q3ReframedAnnual report
「On 29 May 2020, the company revised its medium-term management plan, “Motto Zutto ... Tomoni TO YOU,” whose final fiscal year is the fiscal year ending March 2025.」
For the Sixth Medium-Term Management Plan, the company extended the planning period to the fiscal year ending March 2026 and revised the operating revenue target to ¥13.5 billion. It retained the basic policies on high-loyalty customers and CX metrics, while newly establishing targets for the balance of equity investment trusts and the number of NISA accounts. - FY2022RestatedAnnual report
「Taking into account the views of external organizations, the company launched its Sixth Medium-Term Management Plan, the five-year “Motto Zutto...Tomoni TO YOU” plan, in April 2020.」
The company continues the Sixth Medium-Term Management Plan as a five-year plan, with customer focus, diversification of customer touchpoints, and strengthening the organizational and human resources foundation as key initiatives. - FY2021-Q3RestatedAnnual report
「Against this backdrop, taking into account the views of external organizations, the company launched its Sixth Medium-Term Management Plan, the five-year “Motto Zutto...Tomoni TO YOU” plan, in April 2020.」
The company confirmed that the Sixth Medium-Term Management Plan, transitioned from the Fifth Medium-Term Management Plan, would continue as a five-year plan. - FY2020ReframedAnnual report
「From April 2020, taking into account the views of external organizations, the company launched its Sixth Medium-Term Management Plan, the five-year “Motto Zutto...Tomoni TO YOU” plan. It has set out its desired future as a “super-regional retail securities company,” rooted in the communities where its branches are located, trusted across generations and chosen as an adviser for asset management and asset formation.」
The company transitioned from the Fifth Medium-Term Management Plan to the Sixth Medium-Term Management Plan, incorporating sales-style reform, cost-structure reform and higher customer loyalty into the five-year plan. - FY2020-Q3RestatedAnnual report
「Under the three-year medium-term management plan, the “More TO YOU ING Plan,” we will implement various measures in the priority areas of (1) further deepening our customer-oriented management approach, (2) promoting operational excellence and (3) strengthening our human resources base, with the aim of expanding our customer base and enhancing corporate value.」
The company continues the three-year plan and the 3 key priorities of the Fifth Medium-Term Management Plan: customer focus, operational efficiency and strengthening the human resources base. - FY2020-Q2RestatedAnnual report
「Under the three-year medium-term management plan, the “More TO YOU ING Plan,” we will implement various measures in the priority areas of (1) further deepening our customer-oriented management approach, (2) promoting operational excellence and (3) strengthening our human resources base, with the aim of expanding our customer base and enhancing corporate value.」
The company continues the three-year plan and the 3 key priorities of the Fifth Medium-Term Management Plan: customer focus, operational efficiency and strengthening the human resources base. - FY2020-Q1RestatedAnnual report
「Under the three-year medium-term management plan, the “More TO YOU ING Plan,” we will implement various measures in the priority areas of (1) further deepening our customer-oriented management approach, (2) promoting operational excellence and (3) strengthening our human resources base, with the aim of expanding our customer base and enhancing corporate value.」
The company continues the three-year plan and the 3 key priorities of the Fifth Medium-Term Management Plan: customer focus, operational efficiency and strengthening the human resources base. - FY2019ReframedAnnual report
「Under the Fifth Medium-Term Management Plan, which began in the 96th fiscal year and covers April 2017 to March 2020, the company has made “deepening a customer-focused management approach” its top priority. It aims to strengthen its management foundation and increase corporate value by improving customer satisfaction.」
While continuing the 3 key priorities of the Fifth Medium-Term Management Plan, the company has clarified “deepening a customer-focused management approach” as its top priority. - FY2019-Q3RestatedAnnual report
「Under the three-year medium-term management plan, the “More TO YOU ING Plan,” we will implement various measures in the priority areas of (1) further deepening our customer-oriented management approach, (2) promoting operational excellence and (3) strengthening our human resources base, with the aim of expanding our customer base and enhancing corporate value.」
The company continues the three-year plan and the 3 key priorities of the Fifth Medium-Term Management Plan, and aims to expand the customer base and increase corporate value. - FY2019-Q2RestatedAnnual report
「Under the three-year medium-term management plan, the “More TO YOU ING Plan,” we will implement various measures in the priority areas of (1) further deepening our customer-oriented management approach, (2) promoting operational excellence and (3) strengthening our human resources base, with the aim of expanding our customer base and enhancing corporate value.」
The company reaffirmed the three-year plan, the 3 key priorities of the Fifth Medium-Term Management Plan, and its policies of expanding the customer base and increasing corporate value. - FY2019-Q1RestatedAnnual report
「Under the three-year medium-term management plan, the “More TO YOU ING Plan,” we will implement various measures in the priority areas of (1) further deepening our customer-oriented management approach, (2) promoting operational excellence and (3) strengthening our human resources base, with the aim of expanding our customer base and enhancing corporate value.」
The company continues the three-year plan and the 3 key priorities of the Fifth Medium-Term Management Plan, and aims to expand the customer base and increase corporate value. - FY2018RestatedAnnual report
「Under the three-year medium-term management plan, the “More TO YOU ING Plan,” we will implement various measures in the priority areas of (1) further deepening our customer-oriented management approach, (2) promoting operational excellence and (3) strengthening our human resources base, with the aim of expanding our customer base and enhancing corporate value.」
The company continues the three-year plan and the 3 key priorities of the Fifth Medium-Term Management Plan, and aims to expand the customer base and increase corporate value. - FY2018-Q3RestatedAnnual report
「Under the three-year medium-term management plan, the “More TO YOU ING Plan,” we will implement various measures in the priority areas of (1) further deepening our customer-oriented management approach, (2) promoting operational excellence and (3) strengthening our human resources base, with the aim of expanding our customer base and enhancing corporate value.」
The company reaffirmed the three-year plan, the 3 key priorities of the Fifth Medium-Term Management Plan, and its policies of expanding the customer base and increasing corporate value. - FY2017First statedAnnual report
「Against this backdrop, the Group launched its Fifth Medium-Term Management Plan, the “Motto TO YOU ING Plan,” a three-year plan, in April 2017, its 101st year since founding.」
The three-year Fifth Medium-Term Management Plan began in April 2017. The new plan identifies a customer-focused management approach, operational excellence and strengthening the human resources base as key priorities.