Tree Financial Forms Strategic Partnership with ENECHANGE
Tree Financial Co., Ltd. (Headquarters: Minato-ku, Tokyo, CEO: Takaki Nakamura) and ENECHANGE Co., Ltd. (Headquarters: Chuo-ku, Tokyo, CEO: Tomoya Maruoka) have announced a content partnership aimed at improving customer consultations through financial planning and energy savings.
Background and Purpose of the Partnership
Tree Financial operates ``MoneyDotCom``, a matching service that connects users with financial planners (FPs) for insurance and life planning consultations. During these sessions, FPs frequently encounter the need for clients to reduce their monthly expenses. While reviewing insurance policies can certainly help, it often isn’t sufficient, and other areas, particularly electricity costs, need to be addressed.
By partnering with ENECHANGE, Tree Financial can now provide clients with specific, actionable options for reducing their electricity bills during consultations. This collaboration empowers FPs to directly respond to clients who express a desire to lower their energy costs, ultimately enhancing the value of their advisory services.
Value for Users
For users, the opportunity to not only review insurance but also potentially lower monthly utility bills broadens the overall service of the FP. This partnership builds trust in the FP's ability to oversee the client’s overall financial health by addressing pressing concerns related to rising living costs and inflation.
Many clients often feel overwhelmed and uncertain about where to begin their financial review. This partnership serves as a solution that provides clear, practical actions to take—an essential advantage in today’s economic environment.
Benefits for Financial Planners
The partnership also enriches FPs by offering practical solutions beyond just insurance. This broadens the spectrum of advice they can provide, leading to increased customer trust and satisfaction. FPs can now support clients with both immediate financial adjustments and long-term life plans effectively.
This dual approach can foster stronger client relationships and encourage repeat consultations, a key outcome of successful financial planning.
Future Developments
Building on this partnership, Tree Financial intends to enhance the quality of life planning services offered by FPs. The company will actively seek collaborations with other services that contribute to household financial improvements. By extending partnerships with trusted companies, Tree Financial aims to optimize not just insurance but overall household finances, thereby augmenting satisfaction for both FPs and clients.
Company Overview
Tree Financial Co., Ltd.
- - Location: 3-3-3 Aoyama, Minato-ku, Tokyo 107-0062, Japan
- - Representative: Takaki Nakamura, CEO
- - Business: Operation of the matching service ``MoneyDotCom``
- - Website: treefinancial.co.jp
ENECHANGE Co., Ltd.
- - Location: 3-1-1 Kyobashi, Chuo-ku, Tokyo 104-0031, Japan, WeWork 14th Floor, Tokyo Square Garden
- - Representative: Tomoya Maruoka, CEO
- - Business: Energy platform business, energy data services
- - Website: enechange.co.jp
Contact Details
For inquiries regarding this matter:
This partnership marks a significant step forward in bridging financial awareness and practical savings strategies for clients, aligning with the evolving economic landscape.