PWM Japan Securities Co., Ltd. press release (2024.10.28) PWM Japan Securities Co., Ltd. [PWM Japan Securities] Announcement of introduction of chatbot using generated AI ~ Started development and trial operation of chatbot for sales support ~ PWM Japan Securities Co., Ltd. (Headquarters: Minato-ku, Tokyo / Representative: Shohei Maruhashi / hereinafter referred to as “PWM Japan Securities”) has started the development and trial operation of a chatbot using generative AI. We are proceeding with the introduction of this service with the aim of improving the quality of support for IFA (Independent Financial Advisors/hereinafter referred to as “IFA”) sales activities. Background of introduction PWM Japan Securities is a unique securities company that specializes in supporting IFA. As the number of IFA registrants has increased in recent years, the need to improve the quality of our sales support has also increased. Therefore, we thought that by introducing a chatbot that utilizes generative AI, we could expect to improve the efficiency and quality of IFA support operations, and started development and trial operation. Expected introduction effects By implementing this chatbot, you can expect the following effects: ・Reduced reference time for “in-house tool manuals” and “compliance-related materials” ・Improve the efficiency of support operations related to the above In addition, by streamlining business processes, IFA will have more opportunities to contact customers, and we can expect to be able to provide more comprehensive support for asset formation. As a securities company that specializes in supporting IFA businesses, we will continue to strive to improve the quality of our financial products and services. We look forward to your continued patronage. Related releases Announcement of trial introduction of chatbot using generative AI | PWM Nippon Securities https://www.pwm.co.jp/archives/175051
https://prcdn.freetls.fastly.net/release_image/105668/11/105668-11-ec82d019fc8e0e0eb4df92e6f5bf625c-244×96.png Company name : PWM Japan Securities Co., Ltd. Location : Toranomon Towers Office 6th floor, 4-1-28 Toranomon, Minato-ku, Tokyo
Representative : Shohei Maruhashi Establishment : April 1999 Capital : 3 billion yen Business details : Type 1 and Type 2 Financial Instruments Transaction Business Defined contribution pension management business Telephone number :
03-6809-2410 Corporate site : https://www.pwm.co.jp/ Financial media “Manekare” : https://manekare.pwm.co.jp/