Capital Markets

Next-generation wealth management and bank-securities collaboration are finally starting to take shape. In addition, brand new topics such as artificial intelligence and digital assets will have a big impact on the industry. It is no exaggeration to say that the next few years will be a crucial period to determine the leading companies in Japan's capital market. How can we secure investment capital and make bold investments in business structure transformation through cross-company efforts that are not limited to industries? Stakeholders are paying close attention to specific partners, specific investment destinations, and investment scale.

Frontline Topics

Next Generation Wealth Management

Building a platform that can seamlessly accommodate the shift from the mass to the wealthy classes and shifting to an advisory-style business that combines face-to-face and digital services.

Cross-industry collaboration and group collaboration

To dominate the scramble for individual financial assets exceeding 2000 trillion yen, integrating with other industry platformers through alliances and collaborations to merge into a huge economic sphere.

Digital Assets

Create new digital asset businesses with blockchain technology at the core, including real estate and other diverse products and services.

Generative AI

While improving the accuracy of answers generated by AI in a secure environment, the system will be used for research on internal procedures, document creation, chatbots, etc., to streamline operations across the company.

Issues

Expanding investment for sustainable growth

How to achieve sustainable growth and maximize profits through investments that contribute to the top line and medium- to long-term investments in ESG, while streamlining defensive investments.

Bank-Securities collaboration

In the current situation of deregulation of bank-securities cooperation, how to improve governance including management team while establishing mechanisms for utilizing AI in order to balance customer-oriented and compliance with laws and regulations.

Cost structure reform

Given the pressure of rising costs due to external factors such as inflation, it is important to consider consolidating and eliminating unprofitable systems, as well as carrying out cost structure reforms.

Collaboration in non-competitive areas

As the shortage of and difficulty in procuring human resources in the middle and back office becomes apparent, how to improve the efficiency and sophistication of non-competitive areas in terms of both operations and IT through cross-industry efforts.

Cases

Formulating a Medium-Term Business Plan

By reviewing the previous mid-term management plan and analyzing changes in the external environment, we identified key management issues. We developed detailed implementation plans for measures in both retail and wholesale and integrated these into the mid-term business plan.

Exploring the State of the Financial Industry and Business Opportunities in the Web3 Era

Analyzing the technologies and players that make up the Web3 economy, we explored business opportunities and strategies for traditional financial institutions. Particularly focusing on the volatility and societal impact of NFT asset value, we aimed to enhance customer investment interest.

Survey on the Acceptability of Real Estate Tokens

We led the planning of target persona definition and marketing measures for a new real estate investment product utilizing STO (Security Token Offering).

Strategic Due Diligence for Business Integration

We conducted due diligence incorporating post-integration strategies. Going beyond traditional financial due diligence, we identified synergies and dis-synergies with potential integration partners and identified options for maximizing corporate value.

Building a Framework for Strategic Cost Management

We promoted two approaches—enhancing cost management transparency and identifying variable cost pools—using a framework based on purpose and method. This was detailed into entry, exit, and validation gates.

Reconstructing Front-End Systems

We promoted the reconstruction of infrastructure systems in the front-end of equity derivatives trading operations to improve operational efficiency and reduce labor.

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