Initiatives to Improve Corporate Value
Strengthening of Value Creation Capabilities:
Asset Formation Support Business
Help customers secure economic preparedness in the coming era of centenarians
via a shift from savings to investment
[Proportion of financial assets "1]
Jan. '24~
Currency and
deposits
Other
financial assets
New NISA system
to be initiated
Japan
54%
Euro
34%
area
USA
13%
Amount subject
to permanent tax
exemption
JPY18 million
Inv. capabilities
cultivated through
over 50 years
of pension inv.
€
HR ☑
[Balance of investment trust, FW
and insurance products] (JPY tn)
7.5
Retail customers base
6.1
123/3
'26/3
(Act.)
(Plan)
Integrate our asset management capabilities, cultivated through corporate pension fund management, with technologies
【Balance of FW*2]
[Users of funded
investment trusts]
(JPY bn)
(Thousands)
Enhance digital contact points with
customers in all age groups
Deliver advice
on asset
management
New customer
experience
Resona Group App
New assistance tools
for asset formation
1,400
Long-term, stable asset management
capabilities for professionals
Expansion of FW
inside and outside
the Group
744.2
1,000
200
'23/3 '26/3
(Act.) (Plan)
10 years
later
'23/3 '26/3
(Act.) (Plan)
10 years
later
One-stop solutions backed by our strength as commercial bank equipped with full-line trust banking capabilities
A meticulous consulting approach
starting from pension system design
[Balance of pension trust contract balance]
(JPY tn)
Growing human resource
needs among SMEs
5.6
6.0
Strengthened staff allocation for trust banking sales
in step with business process reforms
'23/3
(Act.)
126/3
(Plan)
10 years
later
*1. Prepared based on "Flow of Funds: Overview of Japan, the United States, and the Euro area" in Aug. '22,
Bank of Japan Research and Statistics Dept. *2. Including corporation and including balance of FW in banks other than group banks
Resona Holdings, Inc.
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