Addressing customers’ aging-related wealth transfer needs and expanding the customer base among younger and investment-inexperienced segments
First written in FY2022. 4 of 5 entries say "Advanced", first in FY2023. Latest entry: FY2024.
0 other companies' latest entry also says "Advanced".
- FY2024AdvancedAnnual report
「In response to growing demand for asset building to achieve a comfortable retirement, the company strengthened support not only for novice investors but also for seniors, actively ran various campaigns, and focused on promoting transactions and acquiring new accounts.」
Support for investment beginners and seniors was strengthened, while campaigns were used to promote trading and acquire new accounts. - FY2024-Q2AdvancedAnnual report
「In response to growing demand for asset building to achieve a comfortable retirement after leaving the workforce, we strengthened support not only for investment beginners but also for seniors aged 60 and over, actively rolled out various campaigns, and focused on promoting trading and acquiring new accounts.」
Support for investment beginners and seniors aged 60 and over was strengthened, while various campaigns were used to promote trading and acquire new accounts. - FY2024-Q1AdvancedAnnual report
「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 held web seminars on lifetime gifts related to asset succession for older people and the new NISA scheme, which is also relevant to asset building among younger people and those with no investment experience, thereby expanding digital customer touchpoints by generation. - FY2023AdvancedAnnual report
「We recognise that acquiring new customer groups, including younger people with no investment experience and investment beginners with limited experience, requires new approaches using digital technology as well as the promotion of products and services, including NISA (the tax-exempt small investment scheme), that make it easier to begin investing.」
In addition to addressing customer ageing, the company explicitly identified acquiring younger people, those with no investment experience and beginners as a priority, positioning digital services, NISA and expanded internet trading services as specific measures. - FY2022First statedAnnual report
「Our group believes that advice on passing assets on to the next generation and a customer-oriented sales approach for older customers are becoming increasingly important. At the same time, we recognise that expanding our customer base among new groups, including younger people and other individuals with no investment experience, as well as working-age people, requires new approaches using digital technology and the provision of products and services suited to these investor groups. In particular, it is important to expand products available through internet trading and strengthen our support framework for customers. We will continue working to provide a range of services and focus on expanding our customer base.」
While identifying advice on asset succession as a response to customer ageing, the company also identified expanding its customer base among younger people, those with no investment experience and working-age people through digital approaches, generation-appropriate products, and expanded internet trading services and support as new challenges and initiatives.