Transcosmos Completes Registration as Financial Services Intermediary

Transcosmos Inc. has completed registration as a "Financial Services Intermediary" (Kanto Finance Bureau (Financial Services Agency) No. 27).

Financial services intermediation involves operations directly related to customers' assets and transactions, requiring not only solid financial resources and guarantee systems but also rigorous compliance and internal management frameworks. Meeting these stringent requirements, Transcosmos has now completed registration and will begin supporting qualified operations in the areas of deposits, lending, and securities. This enables the company to contribute to financial institutions' customer base expansion while providing integrated support from digital touchpoint design to back-office operations.

Background

In recent years, financial institutions have faced intensifying competition in products and services amid changing interest rate environments, along with increasingly diverse and sophisticated customer needs. In this context, institutions are required to expand sales opportunities, ensure seamless and efficient operations in contract outreach and processing, enhance digital-first customer experience (CX), and continuously improve services by leveraging VOC (Voice of the Customer).

Overview of Registered Activities and Services Offered

【Deposit and Loan Intermediation】

● Accepting new applications for housing loans and deposit accounts

● Document verification, data entry, and handling of corrections for incomplete submissions

● Implementation of product promotion and application facilitation initiatives

【Securities Intermediation】

● Administrative support and customer assistance for securities account opening

● Customer inquiry support and order intermediation via telephone

● Support and promotion for investment trust and NISA account applications

Transcosmos Strengths

● Extensive operational experience in the financial sector

Leveraging deep expertise gained through supporting financial institutions to deliver efficient and stable operations

● Integration of digital (Web/CX) and operations

End-to-end support from customer touchpoint design to back-office operations, enhancing CX and operational sophistication

● Japan's largest-class contact center infrastructure

High-quality multichannel support, scaling from large-volume customer service to chat support, voice bots, and social media response

Future Outlook

Transcosmos will go beyond traditional outsourcing by addressing both strategic and operational challenges faced by financial institutions, advancing the development of sustainable operational models.

With this registration, Transcosmos will expand its support capabilities in CX-related qualified services, establishing an integrated operating model that combines digital front-end and back-office operations. This will enable financial institutions to focus on core activities while contributing to delivering financial experiences that are clear, trustworthy, and user-friendly for consumers.

*Transcosmos is a registered trademark or trademark of Transcosmos Inc. in Japan and other countries.

*Other company, product, and service names mentioned are trademarks or registered trademarks of their respective companies.

(About Transcosmos Inc.)

Since its founding in 1966, Transcosmos has been committed to enhancing the competitiveness of client companies by integrating exceptional human resources with cutting-edge technology to deliver high-value services. Today, Transcosmos operates 188 sites across 36 countries and regions, primarily in Asia, providing services that optimize costs and drive revenue growth for clients' business processes. In response to the global expansion of e-commerce markets, the company also offers a global e-commerce one-stop service, delivering clients' high-quality products and services to consumers in 46 countries and regions worldwide. Transcosmos continues to work alongside its clients and society, co-creating, co-challenging, and co-achieving from concept to execution. https://www.trans-cosmos.co.jp