In recent years, the introduction of the NISA tax-free investment system, the pread of defined contribution pension plans, and other developments have led to higher public awareness of investment of personal financial assets. At the same time, the desire to protect household budgets and financial assets has increased due to the higher tax burden imposed by the consumption tax hike and revision of the inheritance tax. As a result, when purchasing financial instruments, people continue to adopt a stance of selecting good products with low fees and avoiding waste. In addition, financial planning needs of high-networth individuals and corporate executives have emerged, such as the desire for tax shelters and inheritance tax strategies.
To satisfy these customer needs, it is essential to compare many types of financial instruments and select optimal products. However, there are few one-stop sources of appropriate products and services. In addition, some financial products are difficult to market only via the Internet, and many products require face-to-face explanations by specialists.
To satisfy these investor needs, the SBI Group is promoting the integration of the online and face-to-face service. SBI MONEY PLAZA, whose main business is face-to-face consultation on financial matters, seeks to be Japan's largest distributor of financial products by providing a wide range of financial products from SBI Group companies and third parties from a neutral perspective, focusing on the investment, insurance, and housing loan sectors. The company strives to increase customer satisfaction by serving as a one-stop source of financial products and services that meet wide-ranging customer needs provided by a staff of knowledgeable professionals.
