Abolition of the District Adviser Headquarters Structure and Branch-Led Customer-Focused Sales
First written in FY2020. 3 of 9 entries say "Advanced", first in FY2021-Q1. Latest entry: FY2026.
Ichiyoshi Securities moved to the "Worse" side of this theme in 2026.
0 other companies' latest entry also says "Reframed".
- FY2026ReframedAnnual report
「In addition, as the planning period for “3-D” ended at the end of March this year, we launched the new medium-term management plan “Target 5 <ONE TEAM>” in April to further accelerate the shift to a “stock-based business model.”」
Following the end of "3-D," the customer-focused sales reforms were linked to the next stage under the new medium-term management plan, "Target 5 <ONE TEAM>." - FY2025-H1RestatedAnnual report
「Against this backdrop, the Company is working to increase recurring-revenue assets through fund wraps and investment trusts in order to build a customer-focused recurring-revenue business model and increase assets under custody to ¥3 trillion, the target of the medium-term management plan, “3D.”」
We continue to pursue the shift to a customer-focused, fee-based, stock business model and sales operations through fund wraps and investment trusts. - FY2023ReframedAnnual report
「The reforms aimed at reaching our management goal of becoming a "branded boutique house in the financial and securities industries" are currently about 60% complete. Continuing toward the summit of the "branded boutique house," we launched the new medium-term management plan, "3D," in April as the second stage of the reforms and seek to achieve it」
The reform toward customer-focused sales was positioned as the "second stage" and linked to the new medium-term management plan, "3D." Progress on the reforms was described as being about 60% complete. - FY2023-Q1RestatedAnnual report
「Against this backdrop, the Company is implementing “decisive reform” aimed at achieving the customer-focused recurring-revenue business model it has been pursuing for approximately 2 years.」
We continue to implement the reforms aimed at shifting to a customer-focused, fee-based, stock business model. - FY2022AdvancedAnnual report
「As part of these efforts, while significantly rejuvenating and streamlining management, we abolished the district advisor headquarters system and changed the sales promotion structure from the former headquarters-led structure to a branch-led structure, putting in place various reforms to operate the business in a genuinely customer-focused manner, including establishing a structure capable of responding attentively to each customer's needs in line with local characteristics.」
Regarding the implementation of the reforms, the company explained that it had rejuvenated and streamlined management, abolished the district advisor headquarters system, and transitioned to a branch-led structure. - FY2022-Q3RestatedAnnual report
「In carrying out these reforms, in addition to the conviction, based on the seven principles known as the "Ichiyoshi Standards" that we have upheld for 20 years, including "not handling products that do not benefit customers," that "we do not sell products simply because they can be sold," we have newly adopted "the conviction to tailor each customer's own order" as another core principle representing what we should do for customers, and are working to propose bespoke portfolios suited to the needs of each individual customer.」
As part of the branch-led reform of customer-focused sales, we continue to promote bespoke proposals based on "the conviction that we do not sell products simply because they can be sold" and "the conviction to tailor each customer's own order." - FY2021AdvancedAnnual report
「In carrying out these reforms, in addition to our customer-focused policy, based on the seven principles known as the "Ichiyoshi Standards" that we have upheld for 20 years, including the principle of "not handling products that do not benefit customers," and our conviction that "we do not sell products simply because they can be sold," we have newly adopted "the conviction to tailor each customer's own order" as another core principle and are working to propose bespoke portfolios suited to the needs of each individual customer.」
In addition to reforming the organization into a branch-led structure, we have made "the conviction to tailor each customer's own order" a new core principle and are developing concrete measures for bespoke portfolio proposals. - FY2021-Q1AdvancedAnnual report
「To accomplish this reform, we launched a new executive structure on 1 April and announced a new medium-term management plan, “Attack 3,” targeting the end of March 2023.」
Following the abolition of the district advisor headquarters system and the transition to a branch-led structure, the new executive structure began on 1 April 2020, linking the reforms to the new medium-term management plan, "Attack 3." - FY2020First statedAnnual report
「Under the banner of carrying out reforms to further promote customer-oriented business operations, the company abolished the regional advisor headquarters structure last November and changed its sales promotion framework from one led by the head-office divisions to one led by branches.」
To meet individual customer needs, the district advisor headquarters system was abolished, and the sales promotion structure was changed from headquarters-led to branch-led.