BPO services for the creation and operation of important information sheets.
We support financial institutions in smoothly creating and operating important information sheets, enabling them to achieve "customer-oriented business operations" through four services. While it is essential to establish information collaboration with various product providers such as investment trust companies and insurance companies, our one-stop service allows for all interactions to be completed with us. This means that you can entrust us with the updating and distribution of information, resulting in a reduced operational burden for selling financial institutions. Please feel free to contact us if you have any requests. 【Four Services】 ■ Support for creating important information sheets (reducing the burden of creation) ■ Electronic delivery of important information sheets and document viewing (achieving electronic delivery with strict management) ■ Web version of important information sheets (converting important information sheets to HTML) ■ Cross-industry product selection tool (product selection in line with customer intentions) *For more details, please download the PDF or feel free to contact us.
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【Benefits of Introduction】 ■ Low burden on financial institutions with a one-stop service ■ High service quality achieved at a low cost ■ Quick to start services ■ Extensive experience and track record in information solutions for investment trusts and insurance products *For more details, please download the PDF or feel free to contact us.
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For more details, please download the PDF or feel free to contact us.
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Since the deregulation of bank sales of investment trusts in 1998, our company has continued to operate as a provider of asset management-related services focused on investment trusts and insurance sales for financial institutions, including regional banks. Leveraging our expertise in investment trust operations, we have developed an investment trust database, data and content distribution, as well as packages and tablet applications related to investment trust and insurance operations, which have been highly valued by many clients and are utilized as essential information systems in their daily operations. Please feel free to contact us if you have any inquiries.