Acquiring New Accounts, Younger Customers and Inherited Assets
First written in FY2018. 5 of 8 entries say "Advanced", first in FY2020. Latest entry: FY2026.
4 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「We strengthened relationships with customers in the next generation by improving the quality of individual consultations, including family members, through cooperation with our specialized departments and external experts as necessary.」
We advanced efforts to strengthen relationships with the next generation through individual consultations, including family members, in cooperation with specialized departments and external experts. - FY2025AdvancedAnnual report
「Particularly for older customers, we strengthened relationships with customers in the next generation by enhancing individual consultations, including family members, in cooperation with specialized departments and experts.」
We advanced efforts to strengthen relationships with the next generation through individual consultations, including family members, in cooperation with specialized departments and experts for older customers. - FY2024RestatedAnnual report
「We will work to strengthen relationships with customers in the next generation and acquire new accounts.」
Strengthening relationships with the next generation and acquiring new accounts remain ongoing challenges. - FY2022AdvancedAnnual report
「In addition to face-to-face services, we will work to improve customer satisfaction by providing services through our customer center and the internet.」
Measures to acquire new accounts and rejuvenate the customer age profile included regular investment plans, asset succession, tablet-based account opening, and the use of the customer center and the internet. - FY2021AdvancedAnnual report
「To achieve sustainable growth, we aim to acquire new accounts and rejuvenate the customer age profile through regular investment plans and asset succession services.」
Regular investment plans and asset succession were identified as means of continuing to address the acquisition of new accounts and rejuvenation of the customer age profile. We also enabled purchases under regular investment plans through automatic withdrawals from bank accounts. - FY2020AdvancedAnnual report
「We will improve the convenience of regular investment plans and seek to acquire new customers.」
Improving the convenience of regular investment plans was added as a specific measure for acquiring new accounts and rejuvenating the customer age profile. - FY2019RestatedAnnual report
「For a securities company to grow going forward, important challenges include acquiring new accounts, rejuvenating the customer age profile and further improving operating efficiency to increase the time sales representatives spend engaging with customers.」
The acquisition of new accounts, rejuvenation of the customer age profile and increasing customer contact time for sales representatives remain important challenges. - FY2018First statedAnnual report
「We will work to increase the number of accounts held by younger generations by strengthening initiatives such as seminars, campaigns and the acquisition of inherited assets.」
The acquisition of new accounts and rejuvenation of the customer age profile were identified as medium- to long-term challenges, with seminars, campaigns and the acquisition of inherited assets cited as means of addressing them.