#Japan #Tokyo #Financial Planner #Tree Financial #Money.com

Money.com Unveils Revolutionary Management System for Financial Consultations

Tree Financial Corporation, headquartered in the Minato Ward of Tokyo, has officially launched a dedicated management system aimed at transforming the financial consultation experience for both financial planners (FPs) and users through its platform, Money.com. This innovative system focuses on bridging the gap between FPs, corporations, and individuals, enabling more efficient management of consultation processes.

Background of Development

The goal of Money.com is to create a society where individuals can comfortably discuss their financial and insurance concerns with trusted advisors. However, the financial consultation industry faces deep-rooted issues such as personalized service dependencies and information asymmetries. As the service expanded, several challenges became more pronounced:

• - Complications in tracking the progress of consultation cases, leading to inconsistent service quality.
• - Risks of missing notifications and follow-ups.
• - Increased operational burdens for corporations and staff working together.
• - Limited transparency for users regarding the status of their consultations and their assigned FPs.

To address these challenges and transform financial consultations from a personalized, unpredictable experience into a more systematic, reproducible one, a specialized management and operational system was developed.

Key Features of the Dedicated System

1. Centralized Management of Consultations and Progress
This feature allows real-time visualization of consultation statuses and response conditions. It enables management by corporation or individual FP, preventing the operational dependency on specific persons.

2. Automation of Notification and Response Flows
The system automatically notifies users about new cases and necessary responses at the right time. This helps to avoid delays and oversights, thus ensuring the uniformity of consultation quality.

3. Optimized Management Design for Corporations and FPs
The system features roles and screen designs tailored to the users' positions, whether they are corporate managers, staff, or individual FPs, offering flexible operational capabilities regardless of organizational size.

4. User-Specific My Page Functionality
A new My Page feature gives users a dedicated space where they can easily view FP profiles and complete consultation requests seamlessly. By visualizing consultation statuses and assigned FPs, the system creates a more trusting environment, even for first-time users of financial services.

Note: Some features are still in development.

Service Achievements

• - Total consultations handled: approximately 3,000 cases.
• - User satisfaction rate: 85.6% (percentage of respondents who answered “satisfied” or “very satisfied” in the company's survey).

Positioning of the Release

With the official release of this dedicated system, Money.com has evolved into a platform that provides a consistent financial consultation experience, seamlessly connecting FPs and users.

In the future, the service aims to leverage accumulated consultative data and operational achievements to enhance the following capabilities in stages:

• - Improved matching accuracy between consultation needs and FP specialty areas.
• - Enhanced FP evaluation and case allocation logic.
• - Optimization of operational support and consultation experience using AI.

Representative’s Comments

Financial consultation is crucial for life decisions; however, it is often perceived as complex, intimidating, or as potential hard-sell situations. In recent years, with various news reports surrounding the financial industry and changes in regulations such as the Insurance Business Act reform, users are increasingly feeling anxiety and uncertainty.

Given this environment, we believe it is imperative to redefine financial consultations as not merely a task handed over to others but as an experience built on transparency and thorough understanding.

The newly launched dedicated management system allows both users and FPs to share essential information about the FP’s profile and the progress of consultations. By enhancing the experience through accuracy and technology, Money.com strives to make financial consultations a more welcoming and proactive first step. We aim to establish a new standard for trusted financial consultations.

System Overview

• - Service Target: Money.com
• - Content: Specialized management and matching system for financial consultations
• - Main Features: Case management, progress visualization, notification features, user My Page

Company Overview

• - Company Name: Tree Financial Corporation
• - Location: 4th Floor, Riviera Minami-Aoyama Building A, 3-3-3 Minamiaoyama, Minato-ku, Tokyo
• - Representative: President, Koichi Nakamura
• - Established: June 2021
• - Business Content: Planning and operating financial platforms
• - URL: Tree Financial Corp

Contact Information for Inquiries

• - Tree Financial Corporation
• - Money.com Management Office
• - Email: [email protected]