Business is done outside of the branch. So business is done with iPad.

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For regional banks in Japan, trusted relationships are the foundation of their business. With the powerful capabilities of iPad, financial advisors often visit their customers’ homes, where life plans, investment trusts and help with managing assets can be discussed in private. iPad makes it possible to access up-to-the-minute market information, get electronic signatures with Apple?Pencil and leave more time for advisors to talk with customers about their needs. And because iPad and iPadOS are secure by design, company and customer information are protected.

At a glance

88Branches
600iPad?Pro devices deployed
21KHours saved annually

With iPad, the couch is the branch.
Customers prefer iPad and hot tea for reviewing financial matters.

Paperless Negotiations

Custom-built apps can start the conversation.

Paperless Negotiations

Before financial advisors visit customers to discuss family finances, they get prepared on their iPad. Using a CRM custom-built app, they check their schedules, along with relevant customer information like addresses, family structures, transaction histories, previous negotiations and more. And gather any product information they need so they can propose ideas to customers straight from the app.

Mobility

iPad connects. Among other things.

Mobility

iPad transforms time between meetings. Financial advisors use the CRM app to review their negotiations with customers and share details with their team from anywhere. They don’t have to return to the office, because everyone can access up-to-date information. For security, iPad is locked and can be remotely wiped, and any financial information is secured in the custom-built app.

Faster Proposals

Market reports.
Electronic signatures.
In an instant.

Faster Proposals

With iPad and the Investment Trust INDEX custom-built app, advisors can run simulations and generate comparison charts to help customers understand their assets. The CRM custom-built app can also automatically customise new financial products. And with Apple?Pencil and an electronic signature feature, customers can reduce the burden of reviewing every signature on every page.

Only with Apple

Zero-Touch Deployment

iPadOS apps are as easy to manage as they are powerful to use. Employing Apple Business Manager and Mobile Device Management solutions, Tochigi Bank can seamlessly introduce and manage devices, and distribute and update the apps employees use every?day.

Privacy and Security

From Face?ID to encryption, Apple products are designed to be secure and private. This is especially important when handling customer financial products and information. Attention to security is crucial for Tochigi Bank, all the way down to electronic signature with Apple?Pencil.

Results

iPad and banking. Run the numbers.

Investment trust applications are 30?per cent quicker from receipt to?completion.

Using apps for investment trust
sales has reduced paper usage
by 80?per cent.

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