Capital Asset Planning Co., Ltd. is pleased to announce that it has customized its Goal-Based Planning system service and provided it to Shizuoka Bank Ltd. as a total asset sales tool called “S-Bridge.”
This tool was developed based on the following background and objectives:
Achieving long-term and continuous customer relationship building based on a goal-based approach
From product introductions to the goals of Shizuoka Bank customers and the current status of their assets (asset
We will grasp the diversification status of investment types, currencies, investment target countries and regions, risk and return, and consider the overall optimization.
Establish a mechanism for making proposals
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Establishment of a total asset sales system through group cooperation
A platform to further deepen cooperation between banks and securities companies and support a unified group-wide total asset sales structure Build a platform
Realize more advanced customer-oriented business operations
In the “Principles for Customer-Oriented Business Operations,” “Providing services appropriate to the customer” and “Important
There is a demand for “easy-to-understand provision of comprehensive information,” and for making customers’ life plans and portfolios visible.
By integrating these services and information, we will be able to provide more advanced customer-oriented business operations.
SOURCE: PRTimes
