#Japan #Tokyo #Financial Services #Finatext #Planny

Finatext Enhances 'Planny' with New BI Functionality

Finatext, a group dedicated to the advancement of financial infrastructures, recently announced the introduction of a new Business Intelligence (BI) feature for their life planning support software, 'Planny', targeted at financial institutions. Starting from August 4, 2025, this innovative enhancement is set to revolutionize how financial representatives interact with clients by transforming qualitative insights gained during meetings into actionable structured data, thereby optimizing the overall client relationship management (CRM) process.

Background of the BI Feature

In recent years, CRM systems within financial institutions have evolved rapidly. However, to achieve genuine client understanding, it is pivotal to integrate qualitative data - which represents insights gathered through direct client interactions - with the traditional quantitative data stored in existing systems. The nuances regarding customers' life stages, personal concerns about the future, and family dynamics are critical to making suitable product recommendations, yet capturing and systematizing this qualitative information has posed significant challenges.

'Planny' aims to give financial advisors a clear view of clients' life plans and reduce mismatches between financial products and client needs. The introduction of the 'Planny BI' feature represents a major leap forward, evolving from a mere simulation tool to a comprehensive advisory platform that fully harnesses qualitative client data.

Overview of 'Planny BI' Features

Key Functionalities:

1. Advanced Customer Search and Filtering: Financial representatives can efficiently narrow down clients based on various attributes such as simulation outcomes and qualitative life event information.
2. Centralized Customer Detail Screen: This functionality allows sales personnel to independently manage customer information and past activity history, separated from the customer-facing interface.
3. Customizable Life Event Definitions: Financial institutions can tailor the types of life events tracked within 'Planny' to suit specific requirements.
4. Life Event Reminder Feature: This helps representatives plan timely and personalized interventions aligned with significant life events like birthdays, career changes, marriages, or births.
5. Integration with Existing CRM Systems: The structured qualitative data is seamlessly linked with existing CRM platforms for better organizational collaboration and knowledge sharing.

These functionalities enable financial representatives to swiftly identify the next target clients among a large pool of data and provide tailored information and recommendations that align with individual life plans.

Expected Benefits of 'Planny BI'

The incorporation of 'Planny BI' is anticipated to provide several advantages to financial institutions, including:

• - Expanded CRM Utilization: Enhancing traditionally under-utilized qualitative data enables a broader CRM application range.
• - Comprehensive Customer Understanding: By merging quantitative and qualitative data, financial institutions can gain deeper insights into potential client needs and challenges.
• - Strengthened Online and Face-to-Face Interaction: An integrated CRM that works across various channels guarantees a unified customer experience.
• - Marketing Automation Capabilities: Integration of structured client data with marketing automation tools could allow for personalized campaigns initiated by significant life events.
• - Increased Sales Efficiency: The advanced filtering and search features streamline targeting efforts, allowing institutions to scale effectively without over-reliance on human resources.
• - Ongoing Client Engagement: Continued management of qualitative insights post-initial meeting allows for timely and relevant client re-engagement based on evolving life stages.

About 'Planny'

'Planny' serves as a vital tool in the Finatext Group's mission to create a world where finances are more closely aligned with everyday life. By visualizing clients' income, expenses, and assets, 'Planny' facilitates detailed future projections to minimize financial product mismatches. The addition of BI capabilities transforms it into a robust organizational advisory platform that leverages comprehensive client data for better engagement.

For additional information about 'Planny', visit: Planny Official Site

About Finatext Group

Finatext Group operates with the mission of reimagining financial services, propelling embedded finance through next-generation platforms. Including companies like Finatext Inc., Nowcast Inc., and Smart Plus Inc., it focuses on developing pioneering financial solutions that cater directly to user needs. Under the leadership of CEO Akane Kinoshita, Finatext continues to push boundaries in the financial landscape.

Company: Finatext Inc.
CEO: Akane Kinoshita
Established: December 2018
Location: 9th Floor, Sumitomo Realty and Development Kudanshita Building, 1-8-10 Kudankita, Chiyoda-ku, Tokyo
Website: Finatext