Attracting new funds and balances through a transformation in behavioral style
First written in FY2018. 3 of 5 entries say "Advanced", first in FY2019. Latest entry: FY2022.
No other company in this theme has enough history to compare yet.
- FY2022ReframedAnnual report
「Under the initiatives of the Sixth Medium-Term Management Plan, we will work to establish a stable earnings base by providing optimal financial services tailored to customers’ life plans, developing personnel and systems for that purpose, and expanding recurring revenue centered on investment trusts and fund wraps.」
Under the Sixth Medium-Term Management Plan, “Transforming Sales Practices” from the Fifth Medium-Term Management Plan was reoriented toward responding to customers’ life plans, strengthening systems and establishing a stable earnings base by expanding recurring revenue. - FY2021AdvancedAnnual report
「At the end of the fiscal year under review, assets under custody in fund wraps and investment trusts reached their highest level since 2015, when we established our management vision.」
Through the continuation of “Transforming Sales Practices” and the core-satellite strategy, assets under custody in fund wraps and investment trusts reached their highest level since 2015. - FY2020AdvancedAnnual report
「As our core product, fund wraps were positioned as the core assets in our core-satellite strategy, and assets under custody exceeded ¥100 billion in November 2019.」
Based on “Transforming Sales Practices,” which continued under the Fifth Medium-Term Management Plan, we recommended fund wraps as core assets, and assets under custody temporarily exceeded ¥100 billion. - FY2019AdvancedAnnual report
「Based on the challenges under the Fourth Medium-Term Management Plan, the newly formulated Fifth Medium-Term Management Plan will continue the “Transforming Sales Practices” initiative, with a focus on customer-oriented business operations.」
The Fifth Medium-Term Management Plan (April 2019 to March 2022) also continued “Transforming Sales Practices,” promoting sales focused on unrealized gains, bringing in new funds and building up fund-wrap assets under management. - FY2018First statedAnnual report
「In the fiscal year under review, the second year of the Fourth Medium-Term Management Plan, we adopted “Transforming Sales Practices” as our slogan and worked to increase the balances of investment trusts and fund wraps by implementing a customer-focused sales approach, including curbing unnecessary switching and focusing on customers’ unrealized gains, as well as bringing in new funds.」
The Fourth Medium-Term Management Plan identified a transformation in sales practices combining the curbing of unnecessary switching, a focus on unrealized gains and the bringing in of new funds as its slogan.