Strengthening Sales Capabilities and Consultative Selling
First written in FY2016. 10 of 17 entries say "Advanced", first in FY2020-Q3. Latest entry: 2026-07-29.
1 other company's latest entry also says "Advanced".
- 2026-07-29AdvancedEarnings
「Through GBA sales, we are focusing on building balances in stock products, namely investment trusts and wrap products, and aim to establish a stable earnings structure that is less susceptible to market conditions.」
Links the measures to strengthen sales capabilities with the rollout of GBA sales at all branches and the building of balances in investment trusts and wrap products. - FY2026AdvancedAnnual report
「Through GBA sales, we are focusing on building balances in stock products, namely investment trusts and wrap products, and aim to establish a stable earnings structure that is less susceptible to market conditions.」
The Group has given concrete form to its sales-strengthening measures by focusing on building assets under management in fee-based products such as investment trusts and wrap products through GBA-based sales. - FY2026-H1AdvancedAnnual report
「Through this GBA-based sales approach, we will focus on building assets under management in fee-based products, namely investment trusts and wrap products, and aim to achieve a stable earnings structure that is less susceptible to market movements.」
The Group has given concrete form to its shift in sales-strengthening measures from MBA to GBA-based sales, focusing on building assets under management in fee-based products such as investment trusts and wrap products. - FY2025AdvancedAnnual report
「We will focus on proposing fee-based investment products through a goal-based approach.」
The Group has clearly shifted the focus of its sales-strengthening measures from approaches to asset-building customers and the use of regular investments to proposing fee-based products such as investment trusts and wrap products through a goal-based approach. - FY2023AdvancedAnnual report
「In addition to domestic equities, we offer a diverse range of financial products, including foreign equities traded in 12 Asian markets such as the United States, Hong Kong, and Vietnam, developed-market bonds, investment trusts, and fund wraps. In line with the government's plan to double asset-based income, we have established a structure that enables customers to make active use of tsumitate NISA and general NISA, among others. Through face-to-face communication across our store network rooted in communities nationwide, we strive to satisfy a broad range of customers, from experienced investors and asset-building customers to first-time investors.」
As means of strengthening sales capabilities and the asset-building business, the Group explicitly identifies establishing a structure that enables use of NISA and face-to-face communication at stores serving customers ranging from experienced investors to first-time investors. - FY2022RestatedAnnual report
「To further accelerate our efforts to shift toward the asset-building business, we will work to establish this business by differentiating ourselves from other companies and highlighting our competitive advantages through the provision of new services and products, stronger support for inheritance and asset succession, and enhanced communication with customers.」
As measures to strengthen sales capabilities and consulting-based sales, the Group continues to pursue the provision of new services and products, support for inheritance and asset succession, and customer communication. - FY2022-Q1AdvancedAnnual report
「As first-time investors and asset-building customers, our target segments for the asset-building business, have been investing more actively during the COVID-19 pandemic, we believe that, for our company, whose strength lies in face-to-face sales activities, approaching first-time investors and others through our branch network is our most powerful means of differentiating ourselves from other companies.」
The Group specifically identifies approaching first-time investors and asset-building customers through its branch network as a means of strengthening sales capabilities. - FY2021RestatedAnnual report
「① Strengthening sales capabilities ・Strengthening our approach to asset-building customers ・Using regular investment plans, including Aizawa Fund Wrap's "Wrap Regular Investment Plan" and regular investments in investment trusts ・Strengthening coordination between retail and solutions businesses, etc.」
The Group continues to pursue approaches to asset-building customers, regular investments, and coordination between retail and solutions as key measures for strengthening sales capabilities. - FY2021-Q3AdvancedAnnual report
「While conventional sales activities were constrained, we converted 12 locations in Japan into consulting plazas to stay close to customers concerned about the COVID-19 pandemic and enhance communication at our branches, the starting point for our face-to-face sales activities and one of our strengths.」
To strengthen consulting-based sales, the Group implemented the concrete initiative of converting 12 locations in Japan from the traditional store format into consulting plazas. - FY2021-Q1Specific initiatives for customersAnnual report
「To be there for our customers throughout their lives, manage their important assets, and become lifelong partners, we will not be satisfied with the services we currently provide. We aim to establish a comprehensive asset-building business by responding to customers' preferences and needs through such initiatives as providing a new stock price information system, developing and expanding financial products, and providing objective information that customers can rely on and understand, while clearly differentiating ourselves from other companies.」
As specific customer-focused measures to strengthen sales and consulting functions, the Group cites a new stock price information system, the development and expansion of financial products, and the provision of objective information. - FY2020RestatedAnnual report
「① Strengthening sales capabilities ・Strengthening our approach to asset-building customers ・Using regular investment plans, including Aizawa Fund Wrap's "Wrap Regular Investment Plan" and regular investments in investment trusts ・Strengthening coordination between retail and solutions businesses, etc.」
The Group continues to identify approaches to asset-building customers, regular investments, and coordination between retail and solutions as key measures for strengthening sales capabilities. - FY2020-Q3AdvancedAnnual report
「During the consolidated fiscal year, we relocated branches and opened consulting plazas, a new store format where customers can discuss asset building and succession, with the aim of rationalizing store locations and improving services for customers.」
As part of efforts to strengthen sales capabilities and consulting-based sales, the Group relocated branches and opened consulting plazas where customers can consult on asset building and succession. - FY2019Policy announced to introduce the new CXD sales modelAnnual report
「In response to these issues, we will consider fundamentally reforming our sales promotion structure and introducing the new CXD (Customer Experience Design) sales model, an integrated inheritance support service, and the use of and collaboration with FinTech, as well as introducing other new services.」
The Group explicitly states that it is considering reforming its existing sales promotion structure and introducing CXD, a new sales model, as means of strengthening sales capabilities and expanding its customer base. - FY2017RestatedAnnual report
「① Strengthening sales capabilities ・Strengthening our approach to asset-building customers ・Using regular investment plans, including Aizawa Fund Wrap's "Wrap Regular Investment Plan" and regular investments in investment trusts ・Strengthening coordination between retail and solutions businesses, etc.」
The Group maintains its policy of strengthening sales capabilities, with approaches to asset-building customers, regular investments, and coordination between retail and solutions as specific measures. - FY2016First statedAnnual report
「We are working to strengthen our sales capabilities in response to increasingly diverse customer needs and to provide better services. By earning customers' trust and providing high-value-added services, we will put into practice the principle of mutual prosperity with our customers.」
This describes measures to strengthen sales capabilities through the credibility of sales personnel and high-value-added services.