Information provision structure with sales representatives serving as investment advisers

「We will also implement AI functions on the tablet devices used by our sales representatives, who serve as investment advisers. This will help us further improve the efficiency of sales activities by enabling the automatic preparation of daily sales reports and proposals optimized for each customer.」

「Iwai Cosmo Securities Co., Ltd. continued to focus on proposal-based sales of Japanese and U.S. equities while providing digitally enabled financial services, including webinars and market commentary videos on YouTube, to enable more effective sales activities in addition to regular customer follow-up.」

「In the securities business, the core business of the Group, we have long assembled products suited to customers' asset-management needs and made every effort to deliver useful information as quickly as possible. Specifically, in addition to hosting various webinars tailored to customer needs, we are promoting an "evolved face-to-face sales model" using digital tools, including easy-to-understand proposals made by investment advisers on tablet devices.」

「岩井コスモ証券株式会社 focused on providing digital financial services, including hosting webinars on topics such as the new NISA system and actively distributing information through its website, social media and YouTube.」

「岩井コスモ証券株式会社 focused on providing digital financial services, including hosting webinars on topics such as lifetime gifts and the new NISA system, as well as distributing information through social media and YouTube.」

「The company focused on providing digital financial information services, including hosting webinars via the Zoom web conferencing system and distributing information through social media and YouTube.」

「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.」

「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.」

「In internet trading, the company revised its Credit and Day Trading service in April, which provides same-day settlement for margin transactions. It also worked to improve trading convenience and expand services by holding special seminars by its analysts and distributing videos on trading through the Cosmo NetTrade channel on YouTube.」

「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.」

「To help prevent the spread of COVID-19, Iwai Cosmo Securities Co., Ltd. continued to focus on providing IT-enabled information services, including webinars and daily market commentary delivered through the Zoom web conferencing system.」

「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.」

「Amid a historic rise in stock prices, with the 3 major U.S. indexes repeatedly reaching record highs, our group's efforts to provide investment information services on U.S. equities, including daily meetings with financial experts residing in New York, produced results.」

「Accordingly, the sales, investment research and product divisions are working as one to provide useful investment information services, identify attractive and forward-looking financial products, and provide financial services that meet customers' expectations.」

「We recognize that it is important for the sales, research and product divisions to work as one to identify attractive financial products aligned with changes in the environment and prevailing trends, while providing high-quality investment information services.」

「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.」

「In face-to-face transactions, the company has been using tablet devices since December 2017 to present products visually and clearly. From May this year, it added functions for viewing customer asset information and transaction histories to the devices, worked to further improve customer services and promoted operational efficiency, including by allowing personnel to travel directly to and from customer locations.」

「In face-to-face transactions, the company has been using tablet devices since December last year to present products visually and clearly. It further improved customer services by adding functions to the devices for viewing customer asset information and transaction histories.」

「Our group recognizes that, in supporting customers' asset management, it is important for securities sales personnel to act as investment advisers with a high level of expertise and provide financial services tailored to each customer's needs. Japan's financial markets have recently tended to be strongly affected by overseas developments, including U.S. policy trends, and we believe that strengthening the ability to collect and analyze information on issues originating overseas is one of the areas requiring particular focus. Our group is developing sales personnel familiar with overseas developments through daily meetings conducted over internet connections with local financial and economic experts in New York, London, Beijing and elsewhere, as well as through overseas training and in-house study sessions.」

「The company also deployed tablet devices to sales personnel, worked to further improve services through more visual and easily understandable product explanations using videos and other content, and promoted greater operational efficiency.」

「The company strengthened the provision of investment information on U.S. equities, which have continued to perform well.」

「The company strengthened the provision of investment information on U.S. equities, which have continued to perform well.」

「To enable sales personnel to act as investment advisers and provide high-value-added investment information services, the company has established a system under which each morning's meetings, conducted via live connections with Tokyo, Osaka, New York and London, are transmitted in real time over web connections to sales personnel nationwide, who then promptly deliver the information to customers. The company also works to support customers' medium- to long-term asset management by providing information on small and mid-cap stocks with high growth potential through its investment research division and by promoting the use of NISA.」