#Tokyo #Financial Services #AI Agents #Broadmind

Introduction

Broadmind Inc., headquartered in Shibuya, Tokyo, has announced the development of an AI-powered product aimed at significantly improving the productivity of financial planning consultations and enhancing the overall customer experience. This initiative aligns with the company's core purpose of "unlocking the power of finance" and supporting individuals in realizing their life plans through innovative financial services.

Development Background

The company, which offers a wide range of financial products including insurance, securities, mortgages, and real estate, has established a consulting method that emphasizes in-depth understanding of clients' life views and values. This approach prioritizes a meticulous hearing process that aligns with clients' fundamental desires and aspirations regarding their futures.

With the recent increase in new graduate hiring, the demand for creating an environment where diverse talents can thrive early on is growing. Consequently, the education efficiency and enhancement of sales productivity have emerged as key themes for sustainable growth. Moreover, the fusion of AI technologies, particularly generative AI, is becoming evident not only in conversational chat applications but also in household budgeting apps that visualize spending trends and in personalized product recommendations within securities and insurance apps. This reflects the ongoing transformation in how consumers interact with financial services.

Broadmind Inc. has previously introduced advanced services such as the life planning simulator