Work-Style Reform through Tablet Use and RPA
First written in FY2018. 16 of 22 entries say "Advanced", first in FY2019-Q3. Latest entry: FY2026.
17 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「Beginning in January 2026, the company introduced groupware equipped with generative-AI functions. It is upgrading its internal infrastructure, reviewing business processes, and promoting higher productivity and operational efficiency.」
The company began introducing groupware with generative-AI functions in January 2026, advancing the modernization of its internal infrastructure and business processes. It is expanding the scope of ICT use to include AI functions on tablets and DX education. - 2026-06-03AdvancedGeneral Meetings of Shareholders
「From January 2026, we introduced groupware equipped with generative AI functions and other features. This will enable us to upgrade our internal infrastructure, fundamentally review our business processes, and further promote productivity improvements and operational efficiency.」
The company specified its digital transformation measures as the introduction of groupware with generative AI functions and a review of business processes. - FY2026-H1AdvancedAnnual report
「In addition to these initiatives, the company is further advancing “evolved face-to-face sales” using IT and “greater operational efficiency.” For its internal infrastructure, it is promoting a project to migrate to new groupware that can actively use functions such as generative AI, while continuing to develop human resources through DX training for younger employees in each division.」
The company expanded its existing use of ICT and telework to a project to migrate to new groupware capable of using generative AI, while also advancing DX education for younger employees. - FY2025AdvancedAnnual report
「To address the shortage of personnel and knowledge that are challenges in promoting digital transformation, subsidiary Iwai Cosmo Securities Co., Ltd. established the DX Promotion Department in January 2024. Led by this department, the company will support each division so that it can voluntarily pursue the digital transformation of its operations, improve employees’ IT literacy, develop DX talent, further accelerate group-wide digital transformation, and establish a robust business base supporting sustainable corporate growth.」
The company outlined a policy to accelerate group-wide digital transformation by expanding the scope of measures led by the DX Promotion Department to support the digital transformation of each division, improve employees’ IT literacy and develop DX talent. - FY2024AdvancedAnnual report
「Led by this department, the company will actively promote the introduction of generative AI and other new digital technologies to continuously improve customer convenience and satisfaction. It will also use these technologies in routine tasks such as preparing materials and summarizing documents to improve operational efficiency and speed, while drawing on the expertise of group employees to create new value and improve productivity.」
The company outlined concrete plans to use generative AI in routine tasks such as preparing materials and summarizing documents, led by the DX Promotion Department established in January 2024. - FY2024-Q3AdvancedAnnual report
「The company recognizes that continuing to evolve is an important challenge for its sustainable development and will actively work to introduce new technologies with significant future potential, including generative AI, in pursuit of greater efficiency and innovation in its business. As a first step, it established the DX Promotion Department in January 2024 and will further accelerate the group’s digital transformation.」
The company expanded its use of ICT through tablets, telework and RPA to the introduction of new technologies such as generative AI, and established the DX Promotion Department in January 2024. - FY2023RestatedAnnual report
「Iwai Cosmo Securities Co., Ltd. continued to focus on providing digitally enabled financial information services, including webinars through the Zoom web conferencing system and information distributed via social media and YouTube.」
The company continues to provide non-face-to-face information services through web seminars, social media and YouTube using its existing telework and digital infrastructure. - FY2023-Q3RestatedAnnual report
「Iwai Cosmo Securities Co., Ltd. continued to focus on providing digitally enabled financial information services, including webinars through the Zoom web conferencing system and information distributed via social media and YouTube.」
The company continues to provide non-face-to-face information services through Zoom, social media and YouTube using its existing digital and telework infrastructure. - FY2023-Q2RestatedAnnual report
「Iwai Cosmo Securities Co., Ltd. continued to focus on providing digitally enabled financial information services, including webinars through the Zoom web conferencing system and information distributed via social media and YouTube.」
The company continues to provide non-face-to-face information services through Zoom, social media and YouTube using its existing telework and digital infrastructure. - FY2023-Q1RestatedAnnual report
「Iwai Cosmo Securities Co., Ltd. continued to focus on providing digitally enabled financial information services, including webinars through the Zoom web conferencing system and information distributed via social media and YouTube.」
The company continues to provide digital financial information services, including web seminars via Zoom and information distributed through social media and YouTube. - FY2022AdvancedAnnual report
「To help prevent the spread of COVID-19, Iwai Cosmo Securities Co., Ltd. continued to focus on providing digitally enabled financial information services, including meetings with customers and webinars through the Zoom web conferencing system and daily market commentary delivered via YouTube.」
The company expanded its non-face-to-face sales and information services by using its existing telework and web conferencing infrastructure for customer meetings, web seminars and YouTube market commentary. - FY2022-Q3RestatedAnnual report
「From the standpoint of preventing the spread of COVID-19, 岩井コスモ証券株式会社 continued to focus on providing digital financial information services, including customer meetings and webinars using the Zoom web conferencing system and daily distribution of market commentary.」
The company continues to conduct non-face-to-face sales and provide information using ICT, including customer meetings via Zoom, web seminars and daily market commentary broadcasts. - FY2022-Q1AdvancedAnnual report
「The company continued to focus on providing IT-enabled information services, including webinars and daily market commentary delivered through the Zoom web conferencing system. In particular, in addition to webinars hosted by the investment research division at headquarters, it increased webinars hosted by sales offices and worked to provide investment information services tailored to the characteristics and needs of customers at each location.」
The company used its existing telework and ICT infrastructure and stepped up customer meetings and web seminars via Zoom, including events hosted by sales branches. It is expanding the use of non-face-to-face sales and information services. - FY2021AdvancedAnnual report
「The group’s core securities sales division has promoted “evolved face-to-face sales” services using IT with an enterprising approach, including introducing remote customer meetings and web seminars through web conferencing systems to respond to changes in customers’ lifestyles.」
The company combined its existing tablet and telework infrastructure with remote customer meetings and web seminars, clearly positioning the service as “evolved face-to-face sales.” - FY2021-Q3AdvancedAnnual report
「As part of sales activities adapted to the new lifestyle during the COVID-19 pandemic, the company actively provided financial information services using IT, including customer meetings and web seminars through the Zoom web conferencing system and information dissemination via social media.」
In addition to its existing tablet devices and telework infrastructure, the company newly highlighted information dissemination via social media and expanded non-face-to-face financial information services by combining it with customer meetings via Zoom and web seminars. - FY2021-Q2AdvancedAnnual report
「The company also actively held customer meetings and web seminars using the Zoom web conferencing system, developing sales activities suited to the new lifestyle that avoided the “3 Cs” of the COVID-19 pandemic: closed spaces, crowded places and close-contact settings.」
In addition to its existing telework infrastructure, the company actively held customer meetings and web seminars using Zoom, expanding its concrete means of conducting sales activities without face-to-face contact. - FY2021-Q1AdvancedAnnual report
「The group made maximum use of the telework infrastructure it had established previously, including changing sales staff’s primary work arrangement to working from home, and pursued the provision of optimal financial services during the COVID-19 pandemic.」
The company made maximum use of its existing telework infrastructure during the COVID-19 pandemic, changed sales staff’s primary work arrangement to working from home, and worked to maintain financial services. - FY2020AdvancedAnnual report
「In recognition of these initiatives, in November 2019 the company became the first securities company selected for the Ministry of Internal Affairs and Communications’ “100 Telework Pioneers,” and in January 2020 it became the first securities company to receive the Encouragement Award in the 20th Telework Promotion Awards organized by the Japan Telework Association.」
The company advanced its use of ICT and telework and, in November 2019 and January 2020, became the first securities company to receive 2 external awards or selections. - FY2020-Q3AdvancedAnnual report
「The group further promoted workstyle reform using ICT, including tablet devices, and improved operational efficiency through telework, while enhancing customer service. In recognition of these initiatives, in November 2019 it became the first securities company selected for the Ministry of Internal Affairs and Communications’ “100 Telework Pioneers,” a program recognizing companies and other organizations advancing the introduction and use of telework.」
The company further promoted workstyle reform using ICT, including tablets, and improved operational efficiency through telework. In November 2019, it became the first securities company selected for the Ministry of Internal Affairs and Communications’ “100 Telework Pioneers.” - FY2019AdvancedAnnual report
「The group progressively established infrastructure for telework, including equipping the tablet devices used by its securities sales staff with a videoconferencing system in October 2018 and providing each salesperson with a mobile phone with recording functionality in March 2019, thereby enabling sales activities from home. It is also working to automate routine back-office operations using RPA (Robotic Process Automation).」
The company implemented concrete workstyle reform and productivity measures, including equipping tablets with videoconferencing systems, providing mobile phones with recording functionality, enabling sales activities from home, and introducing RPA in back-office departments. - FY2019-Q3AdvancedAnnual report
「To improve customer services and productivity, the company equipped sales personnel's tablet devices with functions for viewing customer asset information and transaction histories in May 2018. It also successively added electronic signatures in October of that year and mapping to display nearby customers on a map in December, promoting ICT-enabled sales activities for face-to-face transactions.」
The company made concrete progress in improving the efficiency and productivity of ICT-enabled sales activities, including adding electronic signatures and customer-mapping functionality to tablet devices. - FY2018First statedAnnual report
「The government-promoted workstyle reform initiative is a requirement of the times brought about by changes in the social environment and is recognized as one of the company’s social responsibilities. Since December of the previous year, the group has used tablet devices for sales activities and has been reviewing work practices based on greater operational efficiency, including giving sales staff more flexibility in their working hours. Going forward, it will work to strengthen customer service by expanding the information available on tablet devices and will also consider introducing RPA (robotic process automation) in back-office departments.」
The company began tablet-based sales activities in December 2017 and has been reviewing how sales staff work. Future initiatives include expanding the information available on tablets and introducing RPA in back-office departments.